HubSpot sales manager page

Builds a sales manager's team page from HubSpot — booked revenue against the goal by rep, what the team logged this week, meetings ahead, client email waiting on the team, the deals table with owners, deals whose stage doesn't match their activity, and Ask Claude prompts, with a picker to view any rep. Use when a sales manager wants one daily team view, or to recreate the manager page from the HubSpot demo.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/hubspot-sales-manager-page/raw

prompt.md

# HubSpot sales manager page

Build the page a sales manager opens every morning to see the whole team, from HubSpot alone, through the HubSpot connector. A "Showing" picker switches between everyone and one rep.

## When to use

- A manager wants one view of the team's day and week without opening reports
- Recreating the sales manager page from the HubSpot demo

## Steps

1. Ask me for the team (HubSpot owners) and this year's goal if you don't know them. Use today's date in my time zone.
2. Pull for the team: closed-won this year by rep, open deals (owner, stage, amount, close date, last activity), meetings in the next five business days with owner and deal, client emails waiting on a rep's reply, and emails, meetings, calls, notes and tasks logged per rep for the last nine weeks.
3. Sections: Start here (three things to act on today); Revenue (booked vs goal, pace, by rep); This week in HubSpot (per rep vs last week); Meetings ahead; Client threads waiting; Deals (table with owner, past-due and quiet flags); Stage check (open deals whose stage doesn't match their latest emails and meetings, with the quote that shows it and a suggested stage); Ask Claude (five prompts filled with today's names).
4. Every card carries its owner so the picker can filter it, and links to the record in HubSpot.
5. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

## Rules

- Read only: never create, update, log or delete anything in HubSpot.
- Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
- Quote people exactly and briefly. Plain words, one line per item, no filler.
- Suggest stage moves; never make them. The owner decides.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/hubspot-sales-manager-page/SKILL.md --create-dirs -o .agents/skills/hubspot-sales-manager-page/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-sales-manager-page"}

The full skill

Build the page a sales manager opens every morning to see the whole team, from HubSpot alone, through the HubSpot connector. A "Showing" picker switches between everyone and one rep.

When to use

A manager wants one view of the team's day and week without opening reports
Recreating the sales manager page from the HubSpot demo

Steps

Ask me for the team (HubSpot owners) and this year's goal if you don't know them. Use today's date in my time zone.
Pull for the team: closed-won this year by rep, open deals (owner, stage, amount, close date, last activity), meetings in the next five business days with owner and deal, client emails waiting on a rep's reply, and emails, meetings, calls, notes and tasks logged per rep for the last nine weeks.
Sections: Start here (three things to act on today); Revenue (booked vs goal, pace, by rep); This week in HubSpot (per rep vs last week); Meetings ahead; Client threads waiting; Deals (table with owner, past-due and quiet flags); Stage check (open deals whose stage doesn't match their latest emails and meetings, with the quote that shows it and a suggested stage); Ask Claude (five prompts filled with today's names).
Every card carries its owner so the picker can filter it, and links to the record in HubSpot.
Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

Rules

Read only: never create, update, log or delete anything in HubSpot.
Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
Quote people exactly and briefly. Plain words, one line per item, no filler.
Suggest stage moves; never make them. The owner decides.

Served from the uplift.page library and refreshed within 5 minutes of every update.