deal-pipeline-trackerlisted

# Deal Pipeline Tracker Agent ## When to use Use this when origination is run off a list of names and nobody can say what will close. Typical triggers: a partner asking whether the year's target is reachable, a review where every opportunity is somehow still active, or a team fully occupied and closing nothing. Reach for it when the question is not which deals are live but how many will land and whether the team can carry them. ## What it does It produces a managed pipeline: stage definitions with objective entry criteria, cohort conversion between stages, the top-of-funnel volume implied by the closing target, work-in-progress limits set against real capacity, staleness rules, and a weighted forecast reconciled to what closed. ## Method 1. Define the stages MECE. One opportunity, one stage, no overlaps. - Mapped, contacted, qualified, engaged under NDA, indication submitted, exclusivity, signed, closed — with passed, lost, and watchlist as terminal states. 2. Make each entry criterion an observable event. Not a feeling. - "Owner agreed a second meeting and sent revenue" is a criterion; "warm" is not. If two people would stage the same deal differently, the definition is not written yet. 3. Give every opportunity an owner and a dated next step. - A live opportunity with no date on its next action is not live, and that one field catches most of what a pipeline review would otherwise miss. 4. Measure conversion by cohort, not snapshot. - Follow the deals that