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deal-health-dashboard

verified

Reporting framework for executive visibility into manufacturing pursuits.

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Marketplace

gtm-agents

gtmagents/gtm-agents

Plugin

manufacturing-sales

industry

Repository

gtmagents/gtm-agents
60stars

plugins/manufacturing-sales/skills/deal-health-dashboard/SKILL.md

Last Verified

January 22, 2026

Install Skill

Select agents to install to:

Scope:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/manufacturing-sales/skills/deal-health-dashboard/SKILL.md -a claude-code --skill deal-health-dashboard

Installation paths:

Claude
.claude/skills/deal-health-dashboard/
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Instructions

# 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.

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