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Zhongwei Li
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name: deal-health-dashboard
description: Reporting framework for executive visibility into manufacturing pursuits.
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# 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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