Analyze active sales deals for risks, staleness, and missing next steps.
npx skills add https://github.com/davekilleen/Dex --skill deal-review
Please help me install this Agent Skill. Skill: deal-review Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/sales/deal-review Command: npx skills add https://github.com/davekilleen/Dex --skill deal-review
This Skill helps sales professionals and leaders manage their active deals by identifying potential risks, ensuring clear next steps, and preventing deals from slipping through the cracks.
Run the deal review skill to analyze all active deals.
High-intent search queries and answers about installing and using this skill.
To identify risks and stale deals in your sales pipeline, you can analyze active deals against defined criteria. This process scans deal files, cross-references person pages and meeting notes, and flags missing next steps or extended timelines.
Monitoring sales pipeline health requires scanning deal pages to detect staleness, missing stakeholders, and upcoming deadlines. Proactive pipeline management prevents deals from slipping by ensuring clear next steps and prioritizing deals needing immediate coaching.
Deal risk assessment works by parsing CRM deal files and cross-referencing them with person pages and meeting notes. It evaluates deal health against defined criteria to surface potential blockers, missing stakeholders, and extended timelines.
You can use pipeline management to prioritize deals for weekly sales coaching by running a deal review. This generates a prioritized list of deals needing attention, allowing sales managers to focus resources effectively on at-risk opportunities.
Automated sales forecasting and deal review limitations include reliance on accurate deal files, person pages, and meeting notes. If cross-referenced data is missing or outdated, the assessment of deal health and risk mitigation may not surface actual blockers.
whmathews15Review active sales deals to flag stale opportunities, missing next steps, and deadline risks.
aura-farmingScan CRM deal records for missing next steps and close-date anomalies.
Ryko1141Track deal progression and forecast recurring revenue across SaaS and IB referral pipelines.
OneWave-AIAnalyze CRM pipeline data to flag stalled deals and forecast revenue risk.
