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deal-tracker

Capture deal details, track milestones, and generate weekly summaries.

1|Updated Feb 1, 2026
Search Tags:#weekly review#deal tracking#action item tracking#deal pipeline#milestone management
One-click install
npx skills add https://github.com/mouseqiao85/AI-Plat --skill deal-tracker-mouseqiao85
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-tracker
Source: https://github.com/mouseqiao85/AI-Plat/tree/main/agent/skills/.github_imports/financial-services/plugins/vertical-plugins/investment-banking/skills/deal-tracker
Command: npx skills add https://github.com/mouseqiao85/AI-Plat --skill deal-tracker-mouseqiao85

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps you manage and track multiple live deals with milestones, deadlines, action items, and status updates, ensuring you stay on top of your deal pipeline and are prepared for weekly deal reviews.

Core Features & Use Cases

  • Deal Setup: Capture deal details, including name, client, type, role, size, and stage.
  • Milestone Tracking: Monitor key milestones with target and actual dates, status, and notes.
  • Action Items: Maintain a list of action items across all deals with owners, due dates, priority, and status.
  • Weekly Review: Generate a summary for weekly team meetings with status updates, developments, upcoming milestones, blockers, and action items.
  • Pipeline Summary: View total active deals by stage, deals at risk, new mandates, and expected closings.

Quick Start

Use the deal-tracker skill to set up a new deal with the name 'Project Alpha', client 'Beta Corp', deal type 'Buy-side', and role 'Lead advisor'.

Frequently Asked Questions about deal-tracker

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

FAQPage Schema
How do I manage my deal pipeline with multiple active deals and deadlines?▼

To manage your deal pipeline, you can capture deal details, track key milestones with target dates, maintain action items, and generate weekly summaries to review status, blockers, and expected closings.

What is the best way to prepare a weekly deal review summary for team meetings?▼

The best way to prepare a weekly deal review is to generate a summary capturing status updates, recent developments, upcoming milestones, blockers, and outstanding action items across your active deal pipeline.

Can I track action items and milestones for a buy-side advisory deal?▼

Yes, you can track action items and milestones for a buy-side advisory deal by capturing specific deal details like role and type, monitoring milestone dates, and maintaining a list of action items with owners and priority.

How do I monitor deals at risk and view my pipeline summary by stage?▼

You can monitor deals at risk and view your pipeline summary by tracking total active deals by stage, identifying deals with delayed milestones, and reviewing new mandates alongside expected closings.

Does this deal tracking method support financial services professionals handling multiple mandates?▼

Yes, this deal tracking method is designed for financial services professionals handling multiple mandates, ensuring compliance with deadlines and facilitating effective team communication across all active deals.

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