deal-portfolio-review
CommunityAutomate weekly portfolio health insights.
AuthorJinLee794
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Consolidates CRM portfolio health by aggregating active opportunities, surfacing gaps, and producing a single, actionable briefing for weekly reviews.
Core Features & Use Cases
- Consolidated portfolio view: groups opportunities by account or territory and shows stage distribution, pipeline totals, and decline risks.
- Flagged exceptions: identifies stale stages, past-due close dates, missing fields, and high-value or low-probability opportunities.
- Automated reporting: formats results into a Markdown portfolio review and persists to the vault for recurring runs.
Quick Start
Run a scheduled deal-portfolio-review to generate the latest portfolio health brief.
Dependency Matrix
Required Modules
None requiredComponents
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-portfolio-review Download link: https://github.com/JinLee794/L.C.G/archive/main.zip#deal-portfolio-review Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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