/deal-health-dashboard
Reporting framework for executive visibility into manufacturing pursuits.
$ npx -y skills add gtmagents/gtm-agents --skill deal-health-dashboard --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/deal-health-dashboard
Context preview
The summary Claude sees to decide when to auto-load this skill.
Reporting framework for executive visibility into manufacturing pursuits.
SKILL.md
deal-health-dashboard.SKILL.mdname: 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.
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Free AI automation for sales, marketing, and growth teams. No coding required.
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