deal-review

Solid

Review active deals from canonical activity evidence and surface unknowns

AI & Automation 476 stars 127 forks Updated yesterday NOASSERTION

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Quality Score: 83/100

Stars 20%
89
Recency 20%
100
Frontmatter 20%
70
Documentation 15%
100
Issue Health 10%
50
License 10%
100
Description 5%
100

Skill Content

<!-- Generated from `.claude/skills/_available/sales/deal-review/SKILL.md` by `scripts/generate-agents-skills.py`. Do not edit. --> ## Purpose Create a complete, dated review of the requested deal cohort. Surface evidence-backed risks, missing next steps, deadlines, and unchecked deals while keeping unknowns visible. ## Usage - `/deal-review` — review the confirmed active-deal cohort - `/deal-review [stage]` — filter through the configured stage map - `/deal-review [period]` — filter by sourced close dates in a confirmed period ## Evidence, authority, and recovery Set the review `as-of` timestamp and timezone first. Use the canonical activity date: the actual timestamp on a meeting, call, email, CRM event, or other authoritative record. Store its source ID/path and source date. A file modified date is only a weak discovery clue and must not become an activity. - Keep an explicit **Unchecked deals** section for every discovered record that is unreadable, duplicated, contradictory, or missing a required field. Never silently drop an unchecked deal or call it healthy. - Unknown value must be excluded from value totals and amount-share denominators; never replace it with zero. An explicit zero remains eligible and is labelled. - Disclose denominator coverage for every rate, count, or percentage: discovered, checked, eligible, and excluded rows. - Keywords and silence are leads, not facts. Do not infer ghosting, churn, an absent buyer, or a blocker without dated s...

Details

Author
davekilleen
Repository
davekilleen/Dex
Created
7 months ago
Last Updated
yesterday
Language
Python
License
NOASSERTION

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