About deal-health-dashboard
deal-health-dashboard is a skill for preparing executive reviews of large industrial pursuits. It organizes deal metrics, workstreams, risks, actions, and an executive narrative into reusable dashboard and memo templates.
Key features
- 01Deal KPI summary
- 02Cross-functional workstream tracking
- 03Probability-impact risk matrix
- 04Owner and deadline action register
- 05Dashboard and memo templates
Use cases
- 01Preparing weekly executive pursuit reviews
- 02Surfacing technical, partner, or procurement blockers
- 03Coordinating risk mitigation across teams
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/deal-health-dashboardin Claude Code to confirm it loaded.
Details
From the project READMEDeal 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.
Comments
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