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deal-review

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Surface deal risks and drive sales.

Marketing & Sales#sales#risk assessment#deal review#CRM#sales forecasting#pipeline management
Authordavekilleen
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps sales professionals and leaders manage their active deals by identifying potential risks, ensuring clear next steps, and preventing deals from slipping through the cracks.

Core Features & Use Cases

  • Pipeline Health Monitoring: Scans deal pages to identify stale deals, missing next steps, and upcoming deadlines.
  • Risk Identification: Flags deals with potential blockers, missing stakeholders, or extended timelines.
  • Use Case: A sales manager can run this skill at the start of the week to get a prioritized list of deals needing attention, allowing them to focus coaching and resources effectively.

Quick Start

Run the deal review skill to analyze all active deals.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: deal-review
Download link: https://github.com/davekilleen/Dex/archive/main.zip#deal-review

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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