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.