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JinLee794
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deal-portfolio-review

Aggregate CRM opportunities and flag exceptions into a Markdown portfolio report.

Updated Aug 27, 2026
Search Tags:#automation#reporting#crm#pipeline#opportunities#sales-ops#portfolio-review
One-click install
npx skills add https://github.com/JinLee794/L.C.G --skill deal-portfolio-review
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-portfolio-review
Source: https://github.com/JinLee794/L.C.G/tree/main/.github/skills/deal-portfolio-review
Command: npx skills add https://github.com/JinLee794/L.C.G --skill deal-portfolio-review

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about deal-portfolio-review

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate weekly CRM portfolio health reporting?▼

Automate weekly CRM portfolio health reporting by running a scheduled review that pulls active opportunities, computes total and weighted pipeline, and formats a Markdown report stored in the vault.

How does pipeline aggregation flag exceptions in sales opportunities?▼

Pipeline aggregation flags exceptions by detecting stale stages, past-due close dates, missing fields, and high-value or low-probability opportunities during the portfolio consolidation process.

Can I group active opportunities by territory for a sales-ops review?▼

Yes, you can group active opportunities by account or territory for seller-scoped reviews, displaying stage distribution, pipeline totals, and decline risks for governance checks.

What is the best way to generate a Markdown portfolio brief for ad-hoc checks?▼

Generate a Markdown portfolio brief for ad-hoc checks by triggering the review process to aggregate opportunities, surface gaps, and persist the actionable briefing directly to your vault.

Does the portfolio review work without external dependencies?▼

Yes, the portfolio review works without external dependencies, operating independently to pull opportunities, compute weighted pipeline, detect missing fields, and output a formatted Markdown report.

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