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claude-codeops

Claude-skill-registry deal-health-dashboard

Reporting framework for executive visibility into manufacturing pursuits.

install
source · Clone the upstream repo
git clone https://github.com/majiayu000/claude-skill-registry
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/deal-health-dashboard" ~/.claude/skills/majiayu000-claude-skill-registry-deal-health-dashboard && rm -rf "$T"
manifest: skills/data/deal-health-dashboard/SKILL.md
tags
#deal-tracking#risk-assessment#executive-reporting#project-management#crm-integration
source content

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.