SKILL

Deal Health Dashboard

Reporting framework for executive visibility into manufacturing pursuits.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

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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