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Reporting framework for executive visibility into manufacturing pursuits.
--- name: deal-health-dashboard-c8b48e17ceb2 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. ------ name: deal-health-dashboard-c8b48e17ceb2 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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