31 lines
1.3 KiB
Markdown
31 lines
1.3 KiB
Markdown
---
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name: deal-health-dashboard
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description: Reporting framework for executive visibility into manufacturing pursuits.
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---
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# Deal Health Dashboard Skill
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## When to Use
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- Preparing weekly executive reviews for large industrial pursuits.
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- Surfacing blockers across technical validation, partner readiness, or procurement.
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- Aligning sales, engineering, finance, and delivery teams on risk mitigation.
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## Framework
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1. **KPI Summary** – stage, ACV/TCV, probability, forecast category, aging, next milestone.
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2. **Workstream Tracker** – technical validation, commercial approvals, legal, partner integration, financing.
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3. **Risk Matrix** – probability x impact grid covering stakeholders, solution gaps, competition, supply chain.
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4. **Action Register** – owner, action, due date, status, escalation level.
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5. **Executive Narrative** – key callouts, asks, and support needed.
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## Templates
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- Dashboard slide layout with KPI tiles, risk heatmap, and action table.
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- Weekly summary memo template for ELT distribution.
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- Risk/action tracker spreadsheet reusable across pursuits.
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## Tips
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- Pull data from CRM, project trackers, and partner portals to keep single source of truth.
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- Highlight decision deadlines 2+ weeks out to secure resources early.
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- Pair with `run-deal-health-review` to auto-populate updates.
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---
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