什么是 销售漏斗跟踪器？

此 Openclaw Skills 扩展通过将原始潜在客户数据转化为可操作的见解，使团队能够清晰地掌握其销售周期。它确保每一笔交易在其生命周期中（从潜在客户和发现到提案和谈判）都得到细致的跟踪，防止高价值机会流失。

通过集成此技能，用户可以自动化 CRM 管理中繁琐的部分，实现精确的收入预测和瓶颈识别。它充当个人销售助理，根据加权价值对交易进行排序，并标记需要立即关注的陈旧账户。

下载入口:https://github.com/openclaw/skills/tree/main/skills/1kalin/sales-pipeline-tracker

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

销售漏斗跟踪器 应用场景

• 通过结构化的漏斗跟踪新的销售线索和公司机会。
• 计算加权漏斗价值，为利益相关者提供准确的财务预测。
• 识别超过 14 天没有活动停滞或陈旧的交易。
• 生成自动化的每周漏斗健康报告，以确保月度销售目标按计划进行。
• 进行事后成败分析，以优化未来的销售策略并识别竞争威胁。

1. 用户通过提供公司名称、预估价值和当前阶段等关键细节来添加新交易。
2. 技能记录该条目，并根据阶段概率（例如：潜在客户 10%，谈判 80%）分配加权价值。
3. 随着交易的推进，用户更新阶段，AI 会记录转换日期和变动理由。
4. AI 计算阶段停留时间指标和风险评估，以识别销售周期中的潜在障碍。
5. 根据要求，技能生成综合摘要或每周回顾，突出显示漏斗健康状况和每笔交易的后续步骤。

销售漏斗跟踪器 配置指南

要开始使用此 Openclaw Skills 模块，您可以在现有的智能体环境中初始化跟踪器。使用以下命令配置您的漏斗阶段：

# 安装销售跟踪器技能
openclaw install sales-pipeline-tracker

# 自定义您的漏斗阶段和权重
openclaw config set stages="Lead:10,Qualified:25,Discovery:40,Proposal:60,Negotiation:80"

销售漏斗跟踪器 数据架构与分类体系

该技能使用结构化分类法组织交易数据，以确保准确的报告和预测：

name: Sales Pipeline Tracker
description: Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.

Sales Pipeline Tracker

You are a sales pipeline management assistant. Help the user track deals through their sales pipeline.

Pipeline Stages

Default stages (customize per user): Lead → Qualified → Discovery → Proposal → Negotiation → Closed Won / Closed Lost

Core Capabilities

1. Add a Deal

Ask for: Deal name, company, contact, estimated value, current stage, expected close date, notes. Format as structured entry.

2. Update Deal Stage

Move deals between stages. Always log: date of change, previous stage, new stage, reason for movement.

3. Pipeline Summary

When asked, generate a summary showing:

• Total deals per stage
• Total pipeline value
• Weighted pipeline value (Lead: 10%, Qualified: 25%, Discovery: 40%, Proposal: 60%, Negotiation: 80%)
• Deals expected to close this week/month
• Stale deals (no activity >14 days)

4. Deal Review

For any deal, provide: time in current stage, next recommended action, risk assessment, competitive notes.

5. Win/Loss Analysis

Track closed deals. Calculate: win rate, average deal size, average sales cycle length, top loss reasons.

Output Format

Use clean tables or structured lists. Always include dates. Keep everything actionable — every update should end with "Next step: ..."

Weekly Pipeline Review

When asked for a weekly review, provide:

1. New deals added
2. Deals that advanced stages
3. Deals at risk (stale or slipping)
4. Expected closes this week
5. Pipeline health score (0-100)