RevSure Claude Skills Guide
Building RevSure Dashboards with Claude
Standard library reference — skills can be customized per tenant.
Table of Contents
Agentic Account Expansion Play
Agentic Lead Prioritization Play
Agentic Closed Lost Deal Winback play
Pipeline & Forecast
Funnel & Opportunity Health
Win Rate & Deal Intelligence
Closed-Lost Analysis & Recovery
Attribution & Lift Analysis
Email Analysis
Campaign, Journey & Touchpoint
Marketing Mix (MMX)
Tenant-Specific Dashboards
Setting It Up
Three steps. Once done per skill, you never have to repeat them.
Step 1 — Download the skill from RevSure
Open the Downloadable Skills Document provided by RevSure for your tenant. Skills can be customized per tenant based on what your team needs.
Find the skill you want (e.g., pipeline-predictions-dashboard).
Click Download. You'll get a skill file.
Step 2 — Upload the skill into Claude
Open Claude (web or desktop).
Click your profile icon (bottom-left on web, top-right on desktop) → Customize Claude.
Open the Skills tab.
Click Upload skill (or Add skill).
Select the file you downloaded from RevSure.
Wait for Claude to confirm the upload. The skill is now active for every chat.
Note: Repeat steps 1 and 2 for each skill you want available. You only do this once per skill.
Step 3 — Use the skill in a prompt
Trigger any installed skill with a slash command followed by what you want.
Example:
/pipeline-predictions-dashboard build the artifact
Claude loads the skill, pulls live data from your RevSure MCP tools, and renders the interactive dashboard.
How It Works
Once a skill is installed, you can trigger it two ways — a slash command (/skill-name) or a natural-language phrase. Claude detects intent, loads the matching skill, pulls live data from RevSure MCP tools, and renders an interactive dashboard.
1. Agentic Account Expansion Play
Account Expansion Play takes a single account and runs the entire pre-outreach workflow that normally takes a rep or RevOps analyst an hour of tab-switching: pulling engagement history, verifying company facts, drafting personalized outreach, and identifying who else at the account is worth targeting.
If research turns up something bigger — the account was acquired or merged — the Play doesn't stop there. It automatically treats the parent company as new whitespace and expands into it in the same run, since the acquirer is usually a far larger opportunity than the original account.
Who it's for
Sales — building an account plan or prepping for a call with verified facts and ready-to-send drafts
SDRs — sourcing a prioritized contact list for a named account without manual list-building
RevOps — checking account health and buying-group coverage ahead of a QBR
Marketing — scoping ABM whitespace, including whitespace created by M&A activity
How it works
Step | What happens |
|---|---|
1. Read the account | Pulls engagement signal, funnel history, and meeting activity for the account so the rest of the run is grounded in real data, not a guess |
2. Research + Action Plan | Triggers RevSure's Account Research agent for verified company facts (HQ, revenue, competitors) and a drafted Action Plan with per-contact email and LinkedIn outreach |
3. Check for an acquisition | If the research surfaces that the account was acquired or merged, the parent company is treated as net-new whitespace and prospected in the same run |
4. Surface prospects | Pulls every ICP-matched contact at the account — engaged and not-yet-engaged — and verifies each name against real contact records before it's used |
5. Route hot leads | Hands the qualified shortlist to the Hot Leads to Focus On agent, which packages it for the account owner |
What you get
An interactive account brief with:
A snapshot of the account's engagement signal, funnel movement, and buying-group coverage
Verified company research and next-best-action recommendations
Full outreach drafts (email + LinkedIn) per contact, ready to review and send
The prospect list handed to Hot Leads, with real names attached
If an acquisition was found: a dedicated section for the parent company's net-new contacts, with priority roles surfaced first
How to run it
Trigger it with plain language:
"Run account research for [Account]"
"Run the account expansion play for [Account]"
2. Agentic Lead Prioritization Play
Lead Prioritization Play answers the question every sales team asks on a Monday: "who should we actually be reaching out to right now?" Instead of ranking leads by how many emails they've opened or how many touches they've received, it ranks by real engagement signal — intent, risk, sentiment, and how recent that signal is — then drafts grounded outreach and routes the finalized list straight to the team.
Who it's for
Sales leaders — deciding weekly team focus without manually reviewing every account
SDR managers — building a call list that reflects real intent, not just activity volume
RevOps — validating that "high engagement" leads are actually worth pursuing before they're handed to a rep
How it works
Step | What happens |
|---|---|
1. Build the pool | Pulls leads with real signal data — meeting history and conversation intelligence — using engagement volume only as a starting filter, never the final ranking |
2. Clean the pool | Excludes existing customers, disqualified leads, and internal or vendor records that would otherwise pollute the ranking |
3. Rank by real signal | Scores each lead by a composite of intent, risk, sentiment, and recency — a strong signal from last month outranks a stale label sitting on a meeting from years ago |
4. Verify names | Confirms the real person behind any title-only signal before it's used anywhere |
5. Draft outreach | Writes outreach grounded in each lead's actual pain points and objections — never generic copy |
6. Route to the team | Hands the finalized list to the Hot Leads to Focus On agent, one run per account, for distribution |
What you get
An interactive digest with:
The signal-ranked shortlist, with every real name attached
Full outreach drafts (email + LinkedIn) per lead, grounded in real engagement data
The final Hot Leads handoff, organized one section per account
How to run it
Trigger it with plain language:
"Find high-probability leads"
"Run the lead prioritization play"
3. Closed Lost Deal Win Back Play
Most win-back campaigns treat every closed-lost deal the same way: a generic "checking in" email, sent regardless of why the deal actually died. Lost Deals Win-Back Play does the opposite. It reads the real loss reason from engagement history, confirms the champion is still there (or finds who replaced them), checks what's genuinely changed at the account since the deal closed, and drafts outreach that speaks directly to the objection that killed the deal the first time.
Who it's for
Sales — re-opening a stalled pipeline with outreach that isn't generic
RevOps — triaging closed-lost opportunities by real loss reason instead of deal size
Marketing — scoping a win-back campaign and understanding which accounts are worth including
How it works
Step | What happens |
|---|---|
1. Build the pool | Surfaces closed-lost opportunities, prioritizing recent closes with continued account activity over old, cold deals |
2. Read the real loss reason | Pulls the actual reason the deal died from engagement history — budget timing, internal delay, a named competitor — not an assumption based on the stage alone |
3. Triage by reason, not size | Deals lost to budget/timing or internal delay are strong candidates; deals lost outright to a competitor with the door explicitly closed are flagged as weak and excluded from a featured set |
4. Verify the champion | Confirms the champion and other stakeholders against real contact records — a name that only ever appeared in a meeting title isn't treated as verified |
5. Check for a job change | Confirms current employer and title for the champion. Same company → re-engage directly. Moved companies → that's a new opportunity at their new employer, not a dead end |
6. Find the full buying group | Looks beyond the one or two people the deal ran through to the wider ICP buying group at the account |
7. Check what's changed | Triggers fresh account research framed around the original loss reason — funding, leadership changes, a resolved budget cycle — and ties each finding explicitly back to the original objection |
8. Draft the outreach | Writes re-engagement copy that names the original objection honestly and connects it to why now is different, without inventing urgency that isn't real |
What you get
An interactive brief with:
One section per opportunity: the real loss reason, job-change status, buying-group size, and the specific re-engagement outreach
A separate section for any net-new whitespace contacts the research surfaced at the account, independent of the original deal
Account and individual names masked by default in anything meant for wider distribution
How to run it
Trigger it with plain language:
"Run the lost deals win-back play"
"Find lost deals worth winning back"
4. Pipeline & Forecast
Pipeline Predictions Dashboard
A 7-quarter pipeline forecast — three past, one current, three future — broken down by segment, with win-rate analysis and confidence scoring.
Use it when you need to answer:
How much pipeline will we generate next quarter?
What is our forecast risk?
Which opportunity types are driving projections?
Show me pipeline by opportunity type, company size, and lead source.
Tools: pipeline_generation_performance · pipeline_generation_winrate · pipeline_generation_split_performance · pipeline_generation_winrate_split
For: GTM leaders building quarterly forecasts.
Pipeline Intelligence Dashboard (Unified)
Everything in one adaptive view — generation, win rates, readiness, and bookings. Detects which tools your tenant has and only renders the relevant sections.
Use it when you need to answer:
Give me the full pipeline picture.
Combine generation, readiness, and booking forecasts.
Build a unified pipeline dashboard.
Tools: all four pipeline_generation_* tools · pipeline_readiness · pipeline_readiness_split · booking_readiness · booking_readiness_split
For: Executives and RevOps wanting the complete picture in one artifact.
Pipeline & Booking Intelligence Dashboard
Pipeline health and booking confidence in a focused combined view — stage distribution, close-likelihood scoring, projected bookings, and quarter-over-quarter comparisons.
Use it when you need to answer:
How ready is my open pipeline to close?
Show me booking forecast confidence.
Which segments are most likely to convert?
Tools: pipeline_readiness · pipeline_readiness_split · booking_readiness · booking_readiness_split · pipeline_generation_performance
For: Sales leaders and CROs needing generation forecasts and close readiness side by side.
Choosing between the three: Predictions = future generation only · Pipeline & Booking = readiness + bookings focus · Intelligence (Unified) = everything, adaptive.
5 · Funnel & Opportunity Health
Funnel Health Dashboard
Multi-quarter funnel performance across every stage — visitor through booking — with anomaly detection and quarter-over-quarter comparisons.
Use it when you need to answer:
How is our funnel performing across the last 5 quarters?
Where is the funnel leaking?
Which stage had the biggest QoQ change?
Are there anomalies in our recent funnel data?
Tools: funnel_health_metrics
For: Marketing ops and demand gen leaders diagnosing conversion breakdowns.
Complex Funnel Over Time
A 12–24 month funnel time series with toggleable metrics, dual-axis correlation views, heatmaps, and statistical anomaly detection. Deeper than the standard funnel dashboard.
Use it when you need to answer:
Show me monthly funnel trends for the last 18 months.
Which funnel metrics are correlated?
Build a long-range funnel exploration tool.
Tools: funnel_health_metrics
For: Revenue analysts needing time-series exploration rather than a quarterly summary.
Opportunity Dashboard
Pipeline overview, stage distribution, won-vs.-lost comparison, sales velocity benchmarks, and pipeline math across the current funnel.
Use it when you need to answer:
Show me our open pipeline breakdown.
What is our stage concentration risk?
Compare won vs. lost opportunity metrics.
Which deals are close-ready?
Tools: funnel_health_metrics · opportunity_details
For: Sales and RevOps wanting a snapshot of pipeline quality and stage distribution.
6· Win Rate & Deal Intelligence
Win Patterns & Pipeline Scorer
Patterns from closed-won journeys, lift analysis quantifying which touchpoints matter, and an interactive scorer that grades open deals against winning patterns.
Use it when you need to answer:
What patterns appear in our closed-won deals?
Which engagement types help us win?
Score the open deals in my pipeline.
Compare winning journeys to losing ones.
Tools: aggregate_journey · individual_campaign_lift_analysis · across_campaign_lift_analysis · funnel_health_metrics
For: Sales leaders and RevOps prioritizing open pipeline.
Win Pattern Accelerator
Closed-won journey DNA scored against your 30 most active open New Business deals — velocity patterns, champion titles, multi-touch signals — plus deal-level acceleration recommendations.
Use it when you need to answer:
Which open deals most resemble our closed-won DNA?
What acceleration actions should I take on each deal?
Which deals lack champion coverage or multi-touch engagement?
Tools: aggregate_journey · aggregate_touchpoint · winrate_factors · winrate_factor_drilldown · individual_campaign_lift_analysis · pipeline_readiness
For: Sales leadership needing deal-level acceleration playbooks.
Win Rate Factor Explorer
The top structural drivers helping or hurting win rate for a given quarter — segment, size, lead source, stage — with deal-level drilldown behind each factor.
Use it when you need to answer:
What is helping us win deals this quarter?
Why is our win rate down?
Show me the deals behind our top win-rate driver.
Tools: winrate_factors · winrate_factor_drilldown
For: Sales ops investigating structural win-rate shifts.
Win Rate Intelligence + Pipeline Readiness
Win-rate drivers overlaid onto open pipeline — a risk/opportunity heatmap that weights each segment by its historical win-rate factor, with explicit recommended actions.
Use it when you need to answer:
Which pipeline segments are at risk based on win rate?
Where should we focus effort?
Which segments should we double down on?
Tools: winrate_factors · pipeline_readiness · pipeline_readiness_split
For: RevOps connecting win-rate intelligence directly to pipeline prioritization.
Choosing between the four: Scorer = general open-deal scoring · Accelerator = deep dive on the top 30 NB deals · Factor Explorer = explain win-rate shifts · Intelligence + Readiness = action-oriented risk map.
7· Closed-Lost Analysis & Recovery
Closed-Lost Deal Analysis & Recovery
Lost-deal patterns, engagement gaps between won and lost cohorts, pipeline leakage analysis, and an actionable recovery playbook.
Use it when you need to answer:
Why are deals being lost?
What engagement patterns appear in closed-lost vs. closed-won?
Build a deal recovery playbook.
Tools: funnel_health_metrics · aggregate_journey · individual_campaign_lift_analysis · opportunity_details · opportunity_journey
For: Marketing and sales leadership diagnosing loss patterns and designing recovery programs.
Closed-Lost Account Recent Activity Tracker
Re-engagement signals from closed-lost accounts — email clicks, pricing-page visits, champion job changes, buying-signal heat maps — prioritized for recovery outreach.
Use it when you need to answer:
Which lost accounts are showing buying signals?
Which contacts from a lost deal are re-engaging with our emails?
Are any lost champions back in market?
Tools: opportunity_details · opportunity_journey · lead_details · account_details
For: Reps and SDRs running structured re-engagement on lost pipeline.
8 · Attribution & Lift Analysis
Multi-Touch Attribution (MTA) Analysis
Three-model comparison — first-touch, last-touch, and any-touch — showing how attribution model choice reshapes campaign rankings and pipeline credit.
Use it when you need to answer:
How do attribution models tell different stories?
Which campaigns look better under first-touch vs. last-touch?
Show me hidden mid-funnel campaign influence.
Tools: campaign_metrics_with_attribution · across_campaign_lift_analysis · individual_campaign_lift_analysis
For: Marketing ops reconciling model discrepancies for stakeholders.
Marketing Touchpoint Lift Analysis
The exposed-vs.-unexposed win-rate gap for each marketing touchpoint — quantifying which engagement types correlate with higher close rates at the pipeline-to-booking stage.
Use it when you need to answer:
Does marketing help us win deals?
What is the win-rate gap between exposed and unexposed contacts?
Which channels drive incremental conversion?
Tools: individual_campaign_lift_analysis · across_campaign_lift_analysis
For: Marketing leaders proving incremental impact.
Comprehensive Lift Analysis
All lift test types across multiple funnel transitions, dimension slices, and attribution models — a full multi-dimensional view of campaign effectiveness.
Use it when you need to answer:
Show me lift analysis across every funnel stage.
Which channels work at which funnel stage?
Run a pre- and post-pipeline lift comparison.
Tools: across_campaign_lift_analysis · individual_campaign_lift_analysis
For: Demand gen and analytics leads running comprehensive multi-stage audits.
Choosing between the three: MTA = compare models · Touchpoint Lift = single-stage proof of impact · Comprehensive Lift = exhaustive multi-stage audit.
9 · Email Analysis
Email Study Basic
Four-state email engagement comparison (Delivered / Opened / Clicked / No email) between Closed Won and Closed Lost opportunities.
Use it when you need to answer:
Does email nurture correlate with winning?
Compare email engagement across won vs. lost cohorts.
Tools: opportunity_journey · opportunity_details
For: Quick email engagement checks.
Email Impact Study
A rigorous statistical study comparing email engagement across Closed Won vs. Closed Lost cohorts — with Fisher's exact tests, sensitivity checks, confirmatory channel benchmarking, and marketer recommendations in a 7-tab dashboard.
Use it when you need to answer:
Do opens and clicks actually predict outcomes?
Show me statistical evidence for email impact.
What should we conclude about our email program?
Tools: opportunity_journey · opportunity_details · lead_details
For: Marketing analytics teams building defensible evidence for email program value.
Choosing between the two: Basic = quick directional check · Impact Study = defensible statistical case.
10 · Campaign, Journey & Touchpoint
Campaign Cohort Journey Explorer
Journey paths, touchpoint influence, funnel progression, and campaign performance for leads touched by a specific ad connection or campaign.
Use it when you need to answer:
What journey paths do leads from this campaign take?
What is the funnel progression for this cohort?
What happens after leads interact with a specific ad?
Tools: get_funnel_stages · find_matching_dimensions · campaign_metrics_without_attribution · aggregate_journey · aggregate_touchpoint
For: Demand gen teams analyzing the downstream impact of specific campaigns.
Campaign Cohort Product Usage
Which products, features, or agents a campaign-sourced cohort actually used after conversion — premium penetration, multi-product behavior, and feature popularity by ad source.
Use it when you need to answer:
Which products did leads from this campaign use?
What is the product adoption rate for this cohort?
Show me premium vs. free penetration for a paid cohort.
Tools: campaign_metrics_without_attribution · find_matching_dimensions · lead_details
For: Growth and product marketing connecting paid investment to product behavior.
Touchpoint Explorer
An interactive, filterable view of every marketing and sales touchpoint across a set of accounts or opportunities — segmented by persona, title, role, channel, and campaign type — with CSV export. Person-level fields follow your tenant's PII masking configuration.
Use it when you need to answer:
Which buying-committee roles were touched on these deals?
Which channels reached contacts on these accounts?
Which contacts had no marketing exposure?
Tools: drill_down_without_attribution
For: ABM and sales teams auditing buying-committee engagement on specific deals.
Opportunity Journey Deep Dive (Template)
Interactive touchpoint and channel breakdown across any set of opportunities — per-opp journey timeline, channel mix comparison, and stage progression.
Use it when you need to answer:
Show me touchpoints for my top open deals.
Compare opp journeys across a set of deals.
Which channels touched my pipeline deals?
Tools: drill_down_without_attribution · opportunity_details
For: RevOps and sales exploring journeys for ad-hoc deal sets.
11 · Marketing Mix (MMX)
MMX Intelligence Brief
An editorial-style intelligence brief comparing two MMX periods — channel contribution shifts, factor movement, response curve analysis, and ROI-vs.-capacity gaps.
Use it when you need to answer:
Compare Q3 vs. Q4 marketing mix performance.
Which channels gained or lost share between periods?
Show me response curves for our top MMX channels.
Tools: mmx_contribution_by_quarter · mmx_contribution_by_channel · mmx_channel_performance_trends · mmx_response_curve_analysis · mmx_channel_bar_trends
For: CMOs and marketing strategy leads reviewing period-over-period mix performance.
MMX Comparison Dashboard
Interactive chart-based dashboard comparing two MMX periods — contribution trends, factor tables, channel movement scorecards, and response curves.
Use it when you need to answer:
Build a marketing mix chart dashboard.
Visualize channel contribution over time.
Show me response curves for our top spend channels.
Tools: mmx_contribution_by_quarter · mmx_contribution_by_channel · mmx_response_curve_analysis · mmx_channel_bar_trends · mmx_channel_performance_comparison
For: Marketing ops and media teams who prefer chart-first exploration over editorial briefs.
MMX Cross-Compare
Side-by-side MMX brief comparing two business units or two sub-regions/segments within a single tenant (e.g., EMEA vs. Americas, Enterprise vs. Mid-Market). Surfaces channel-mix divergence, spend-allocation differences, and ROI gaps.
Use it when you need to answer:
Compare our two business units' marketing mix.
Show me EMEA vs. Americas channel mix.
Which channels perform differently across our regions?
Tools: mmx_contribution_by_quarter · mmx_contribution_by_channel · mmx_response_curve_analysis · mmx_channel_bar_trends
For: Multi-entity or multi-region customers comparing GTM investment across business units.
Choosing between the three: Brief = editorial narrative · Dashboard = interactive chart exploration · Cross-Compare = two entities or regions side by side.
12 · Tenant-Specific Dashboards
RevSure also builds and maintains custom skills scoped to an individual tenant's recurring reporting needs. Two examples of the pattern:
Current-Month Channel Split (custom monthly attribution)
First-touch vs. last-touch channel attribution for the current month, pre-configured to a tenant's standard reporting cohort (e.g., New Business, Primary Contact only, first-movement-only).
Tools: campaign_metrics_with_attribution · get_funnel_stages · get_calendar_config
For: Teams that run the same monthly channel attribution and want it one prompt away.
Landing-Page Cohort Explorer (custom paid-traffic audit)
The full external-user cohort that landed on a specific URL pattern — paid campaign attribution, signup funnel, post-signup product usage, and prior interaction history — with internal accounts excluded.
Tools: visitor_details · lead_details · campaign_metrics_without_attribution · find_matching_dimensions
For: Growth and demand gen teams auditing paid landing-page cohort behavior.
Want a custom skill for your team's recurring report? Contact your RevSure representative.
Tips for Best Results
Be specific about scope. "Q3 pipeline forecast by opportunity type" beats "show me pipeline."
Ask follow-ups. After Claude builds a dashboard, drill in: "What is driving the Add-on Business win rate?"
Combine skills when needed. For generation + readiness + booking in one view, ask for Pipeline Intelligence.
Tenant differences are normal. Some skills auto-adapt; others will tell you upfront if a required tool is missing.
Dashboards default to aggregate, segment-level views. Where a skill surfaces person-level detail (e.g., Touchpoint Explorer), those fields are masked or obfuscated according to your tenant's PII configuration.
Getting Help
Skill not triggering? Rephrase using a keyword from the Quick Reference table.
Data looks off? Ask Claude to explain where a number came from. It will name the RevSure tool and parameters used.
Want a custom view? Start with the closest dashboard, then ask Claude to modify it.
Tool missing? Not every tool is enabled on every tenant. Ask Claude which tools are available on your tenant, or contact your RevSure representative.