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deal-milestone-review

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Weekly milestone health for managers.

Data & Analytics#automation#reporting#crm#governance#milestone#due-dates#direct-reports
AuthorJinLee794
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates weekly/bi-weekly milestone health reviews for M1 managers by consolidating direct reports' milestones into a single, actionable status brief.

Core Features & Use Cases

  • Resolve the authenticated manager and discover direct reports via CRM data.
  • Pull active milestones per owner and apply flags for OVERDUE, DUE THIS WEEK, AT RISK, UNCOMMITTED, and HIGH VALUE.
  • Format the results into a grouped, readable report and optionally persist to a vault when run on a schedule.

Quick Start

Run the deal-milestone-review workflow to generate a consolidated milestone health report for your team.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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-milestone-review
Download link: https://github.com/JinLee794/L.C.G/archive/main.zip#deal-milestone-review

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