Deal Health Dashboard

Reporting framework for executive visibility into manufacturing pursuits.

Published by @gtmagents·0 agent reads / 30d·0 saves·Updated June 14, 2026

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

KPI Summary – stage, ACV/TCV, probability, forecast category, aging, next milestone.
Workstream Tracker – technical validation, commercial approvals, legal, partner integration, financing.
Risk Matrix – probability x impact grid covering stakeholders, solution gaps, competition, supply chain.
Action Register – owner, action, due date, status, escalation level.
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.

More on the bench

Vendor Evaluation

Evaluate vendors with comparison matrices, TCO analysis, risk assessment, reference check templates, and negotiation strategies

Escalation

Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.

customer-success+2

Strategic Planning

ACTIVATE when developing long-term strategy, setting OKRs, creating vision statements, building SWOT analyses, designing strategic frameworks, defining company direction, planning multi-year initiatives, or aligning organizational strategy with business goals. Executive must think through market positioning, competitive advantage, and measurable strategic objectives.

product-management+2

Sharebench · Public bench

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# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

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