SKILL.md
Deal Health Dashboard Skill
When to Use
- Preparing weekly executive reviews for large industrial pursuits.
- Surfacing blockers across technical validation, partner readiness, or procurement.
- Aligning sales, engineering, finance, and delivery teams on risk mitigation.
Framework
- KPI Summary – stage, ACV/TCV, probability, forecast category, aging, next milestone.
- Workstream Tracker – technical validation, commercial approvals, legal, partner integration, financing.
- Risk Matrix – probability x impact grid covering stakeholders, solution gaps, competition, supply chain.
- Action Register – owner, action, due date, status, escalation level.
- Executive Narrative – key callouts, asks, and support needed.
Templates
- Dashboard slide layout with KPI tiles, risk heatmap, and action table.
- Weekly summary memo template for ELT distribution.
- Risk/action tracker spreadsheet reusable across pursuits.
Tips
- Pull data from CRM, project trackers, and partner portals to keep single source of truth.
- Highlight decision deadlines 2+ weeks out to secure resources early.
- Pair with
run-deal-health-reviewto auto-populate updates.