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deal-health-dashboard skill

/plugins/manufacturing-sales/skills/deal-health-dashboard

This skill helps executives monitor deal health by aggregating KPIs, risk, and actions across dashboards and memos for rapid decision making.

npx playbooks add skill gtmagents/gtm-agents --skill deal-health-dashboard

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: deal-health-dashboard
description: Reporting framework for executive visibility into manufacturing pursuits.
---

# 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
1. **KPI Summary** – stage, ACV/TCV, probability, forecast category, aging, next milestone.
2. **Workstream Tracker** – technical validation, commercial approvals, legal, partner integration, financing.
3. **Risk Matrix** – probability x impact grid covering stakeholders, solution gaps, competition, supply chain.
4. **Action Register** – owner, action, due date, status, escalation level.
5. **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-review` to auto-populate updates.

---

Overview

This skill delivers a production-ready deal health dashboard for executive visibility into complex manufacturing pursuits. It organizes KPIs, workstreams, risks, and actions into a concise report and executive narrative to drive timely decisions. The dashboard integrates CRM, project trackers, and partner feeds to maintain a single source of truth.

How this skill works

The skill aggregates structured deal data (stage, ACV/TCV, probability, milestones) and populates KPI tiles and a workstream tracker. It builds a probability×impact risk matrix, compiles an action register with owners and due dates, and formats an executive memo and slide layout for ELT distribution. Templates and connectors let you auto-populate weekly updates from CRM and project systems.

When to use it

  • Preparing weekly executive reviews for large industrial pursuits
  • Surface and prioritize blockers across technical validation, partner readiness, or procurement
  • Align sales, engineering, finance, and delivery teams on mitigation plans
  • Track aging opportunities and forecast accuracy for leadership
  • Escalate high-impact risks with a clear owner and timeline

Best practices

  • Centralize inputs: pull deal fields from CRM, project trackers, and partner portals to avoid conflicting versions
  • Highlight decision deadlines at least two weeks in advance to secure resources
  • Keep action items atomic: one owner, one due date, and one clear success criterion
  • Use the risk matrix to drive conversation — quantify impact and probability, then map mitigations
  • Version the executive narrative: top-line summary, asks, and required ELT actions

Example use cases

  • Weekly ELT slide pack showing top 10 pursuit KPIs and risk heatmap
  • Pre-forecast review to validate probability, ACV/TCV, and next milestone alignment
  • Cross-functional readiness check for technical validation and partner integration before proposal submission
  • Escalation package with action register and owners for supply chain or financing blockers
  • Automated weekly memo to stakeholders summarizing changes, new risks, and outstanding asks

FAQ

Can the dashboard pull data automatically from our CRM?

Yes. The skill is designed to ingest deal fields from CRM and project trackers; connectors or ETL can be configured to keep the dashboard current.

How do I use the risk matrix effectively?

Score each risk on probability and impact, then prioritize mitigations for high/high cells. Assign owners and due dates in the action register and review weekly.