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odoo-sales-crm-expert

Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.

54

Quality

61%

Does it follow best practices?

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tessl review fix ./plugins/AI-Agents-Safe-Coding-Skills-claude/skills/odoo-sales-crm-expert/SKILL.md

The canonical home for this skill is odoo-sales-crm-expert in administrakt0r/AI-Agents-Safe-Coding-Skills

SKILL.md
Quality
Evals
Security

Quality

Content

57%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

This skill provides solid, actionable Odoo Sales & CRM configuration guidance with specific menu paths and field values. Its main weaknesses are the lack of validation/verification steps in workflows and some unnecessary framing content (the 'How It Works' meta-section, the overview restating what the skill does). The best practices and limitations sections add genuine value by covering common pitfalls and feature boundaries.

Suggestions

Add explicit validation steps after each configuration example (e.g., 'Verify: Create a test opportunity and confirm probability auto-populates at each stage transition').

Remove the 'How It Works' section (activate/configure/optimize) — it describes the skill's meta-workflow rather than teaching Odoo configuration, wasting tokens.

Trim the 'When to Use This Skill' section or merge it into a single-line description — Claude doesn't need to be told when to use a skill it's already been invoked for.

DimensionReasoningScore

Conciseness

The overview and 'How It Works' sections contain unnecessary filler (e.g., explaining when to use the skill, the activate/configure/optimize meta-workflow). The examples themselves are reasonably efficient, but the framing adds tokens that don't teach Claude anything new. The 'What is a quotation template' level explanations are borderline.

3 / 5

Actionability

The examples provide concrete menu paths, field values, and specific configuration steps that are directly actionable in Odoo. However, they are text-based UI navigation instructions rather than executable code/commands, and some steps (like territory-based lead assignment) are acknowledged as unsupported without providing workarounds. The guidance is specific enough to follow but not fully 'copy-paste ready' in the code sense.

4 / 5

Workflow Clarity

Each example shows a clear sequence of menu navigation and configuration steps, but there are no validation checkpoints or verification steps. For instance, after setting up pipeline stages or pricelists, there's no 'verify by creating a test opportunity' or 'confirm the discount appears correctly on a draft quotation' step. The overall sales workflow (lead → opportunity → quotation → invoice) is implied but never explicitly sequenced.

3 / 5

Progressive Disclosure

The content is reasonably structured with clear sections (Overview, Examples, Best Practices, Limitations), but everything is in a single file with no references to supporting documents. The examples are moderately long and could benefit from being split into separate reference files. For a skill of this length (~100 lines of substantive content), inline is acceptable but not optimal — topics like pricelist strategies or quotation templates could warrant their own files.

3 / 5

Total

13

/

20

Passed

Description

66%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

The description effectively enumerates key Odoo Sales and CRM topics, providing good keyword coverage for skill selection. Its main weakness is the lack of an explicit 'Use when...' clause and the framing as a passive 'guide' rather than describing concrete actions the skill performs. Adding trigger guidance and action verbs would meaningfully improve it.

Suggestions

Add an explicit 'Use when...' clause, e.g., 'Use when the user asks about Odoo Sales, CRM configuration, quotations, pricing, or sales pipeline management.'

Replace the passive 'Expert guide for' framing with active verbs describing what the skill does, e.g., 'Configures pipeline stages, creates quotation templates, sets up pricelists, manages sales teams, implements lead scoring, and builds forecasts in Odoo Sales and CRM.'

Include common synonyms and variations such as 'quotes', 'pricing rules', 'sales funnel', 'opportunities', and 'revenue forecasting' to improve trigger term coverage.

DimensionReasoningScore

Specificity

Lists several specific concepts (pipeline stages, quotation templates, pricelists, sales teams, lead scoring, forecasting) but describes them as topics rather than concrete actions. It says 'Expert guide for' rather than specifying what actions it performs (e.g., 'configure pipeline stages', 'create quotation templates').

4 / 5

Completeness

The 'what' is reasonably clear — it's a guide for Odoo Sales and CRM covering specific topics. However, there is no explicit 'when' clause (e.g., 'Use when...'). Per the rubric, a missing 'Use when...' clause caps completeness at 3.

3 / 5

Trigger Term Quality

Includes good domain-specific keywords like 'Odoo', 'Sales', 'CRM', 'pipeline stages', 'quotation templates', 'pricelists', 'lead scoring', and 'forecasting' that users would naturally mention. Missing some synonyms or variations like 'quotes', 'pricing', 'opportunities', 'sales funnel', or 'revenue forecast'.

4 / 5

Distinctiveness Conflict Risk

The mention of 'Odoo' as a specific platform combined with 'Sales and CRM' makes it fairly distinct. However, there could be overlap with other Odoo-related skills or generic CRM/sales skills. The specific feature list (pipeline stages, pricelists, etc.) helps reduce conflict risk.

4 / 5

Total

15

/

20

Passed

Validation

90%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation10 / 11 Passed

Validation for skill structure

CriteriaDescriptionResult

frontmatter_unknown_keys

Unknown frontmatter key(s) found; consider removing or moving to metadata

Warning

Total

10

/

11

Passed

Repository
administrakt0r/AI-Agents-Safe-Coding-Skills
Reviewed

Table of Contents

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