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deal-review

Evaluate sales opportunity health, risks, and readiness for stage gates.

Updated Jun 15, 2026
Search Tags:#risk assessment#sales management#deal review#CRM integration#opportunity management
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill deal-review-keboola
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-review
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/deal-review
Command: npx skills add https://github.com/keboola/crm-plugin --skill deal-review-keboola

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires CRM_API, analysis_library, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill simplifies the process of conducting comprehensive deal reviews, reducing time and improving the accuracy of risk and health assessments.

Core Features & Use Cases

  • Comprehensive Deal Analysis: Evaluate opportunity readiness, risk, competitive positioning, and action planning all in one review.
  • Full MEDDPICC Audit: Assess all components with clear ratings and justifications.
  • Risk and Health Assessment: Determine execution, competitive, timeline, and commercial risks.
  • Competitive Positioning Analysis: Evaluate competitors and create effective strategies.
  • Stage Gate and Checklist Management: Check exit criteria and blockers for smooth transition.

Quick Start

Execute the deal review by prompting the system with "Start deal review for opportunity [id]".

Frequently Asked Questions about deal-review

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

FAQPage Schema
How do I conduct a comprehensive deal review for a sales opportunity?▼

A comprehensive deal review evaluates sales opportunity health, risks, and readiness before key decision points like stage gates. It integrates CRM data analysis and risk management practices to ensure deal viability and success.

What is MEDDPICC audit and how does it assess opportunity readiness?▼

A MEDDPICC audit assesses all components of a sales opportunity with clear ratings and justifications. It evaluates opportunity readiness, risk, competitive positioning, and action planning all in one review.

Does this deal review process require CRM integration to evaluate risks?▼

Yes, deal review requires CRM integration to analyze opportunity data. It determines execution, competitive, timeline, and commercial risks by combining CRM data analysis with risk management practices.

How do I check stage gate exit criteria and blockers for opportunity management?▼

Stage gate and checklist management verifies exit criteria and identifies blockers for smooth transition. This opportunity management process evaluates competitive positioning and creates effective strategies to ensure deal viability.

Can I evaluate competitive positioning and execution risks without manual sales management?▼

Yes, risk and health assessment determines execution, competitive, timeline, and commercial risks automatically. Competitive positioning analysis evaluates competitors and creates effective strategies without manual sales management overhead.

What's the best way to start a deal review for opportunity management?▼

Execute the deal review by prompting the system with "Start deal review for opportunity [id]". This triggers opportunity management analysis evaluating readiness, risks, and competitive positioning for better decision-making.

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