Generate consolidated milestone health reports for M1 managers.
npx skills add https://github.com/JinLee794/L.C.G --skill deal-milestone-review
Please help me install this Agent Skill. Skill: deal-milestone-review Source: https://github.com/JinLee794/L.C.G/tree/main/.github/skills/deal-milestone-review Command: npx skills add https://github.com/JinLee794/L.C.G --skill deal-milestone-review
Automates weekly/bi-weekly milestone health reviews for M1 managers by consolidating direct reports' milestones into a single, actionable status brief.
Run the deal-milestone-review workflow to generate a consolidated milestone health report for your team.
High-intent search queries and answers about installing and using this skill.
You can automate weekly milestone health reporting by using CRM tools to resolve your manager identity, query direct reports, fetch active milestones, and output a grouped Markdown report with status flags like OVERDUE and AT RISK.
A consolidated milestone health report is a structured Markdown brief summarizing team milestones. It includes status flags such as OVERDUE, DUE THIS WEEK, AT RISK, UNCOMMITTED, and HIGH VALUE, along with run metadata for governance reviews.
To pull active milestones per owner for a pipeline review, this Skill uses CRM tools to resolve the authenticated manager, discover direct reports, and fetch milestones, applying governance guardrails before formatting the results into a readable report.
Yes, this milestone reporting workflow applies to ad-hoc health checks and pre-meeting pipeline review preparation, fetching CRM data to produce a structured, read-only status brief for managers.
Yes, the generated milestone report optionally persists to a vault when run on a schedule, ensuring the read-only Markdown brief with run metadata and status flags is saved for recurring governance reviews.
The CRM health check applies specific milestone status flags including OVERDUE, DUE THIS WEEK, AT RISK, UNCOMMITTED, and HIGH VALUE to organize the consolidated report for direct reports.
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