deal-risk-assessment

What problem does it solve?

This Skill helps sales teams systematically evaluate the health of active deals, identify risks early, and improve forecast accuracy by moving beyond gut-feel assessments.

Core Features & Use Cases

• Structured Deal Scoring: Evaluates deals across six key dimensions (Champion Strength, Decision Process Clarity, Compelling Event, Technical Fit, Competitive Position, Engagement Recency) using a weighted framework.
• Red Flag Identification: Automatically flags critical issues like "Ghost Champion" or "Close Date Slippage" and warning signs such as "Expanding Evaluation" or "Budget Uncertainty".
• Clinical Trial EDC Specifics: Includes tailored red flags relevant to the EDC sales cycle, such as "CRO Mandate" or "Regulatory Filing Dependency".
• Actionable Recommendations: Provides specific guidance on next steps based on the deal's risk level, from "Maintain momentum" for strong deals to "Remove from active forecast" for critical ones.
• Forecast Adjustment: Offers a methodology for calculating weighted pipeline value, adjusting for deal health.

Quick Start

Use the deal-risk-assessment skill to evaluate the health of the 'Project Nightingale' deal.