stage-progression-validator

What problem does it solve?

RevOps teams often struggle to determine if Salesforce opportunity stage progressions are genuinely supported by buyer evidence and defined exit criteria, leading to inflated forecasts, misaligned coaching, and wasted time reviewing deals that were pushed by reps rather than driven by buyers. This Skill eliminates that guesswork by providing structured, evidence-based validation of every stage progression.

Core Features & Use Cases

• Deterministic Criteria Scoring: Checks Salesforce fields, logged activities, and stakeholder roles against your team's defined stage exit criteria to produce an objective compliance score.
• Gong Evidence Cross-Referencing: Verifies that rep-claimed milestones (like economic buyer engagement or success criteria agreement) are backed by actual Gong call transcript evidence, using methodology-aware phrase matching.
• Actionable Verdicts for Coaching: Emits clear pass, flag, fail, and needs-manager-review verdicts with specific gap details, designed for weekly RevOps review sessions rather than enforcement.
• Use Case: Run a weekly batch audit of all deals that progressed stages in the prior week to identify which progressions have full supporting evidence, which have minor gaps to flag, and which are rep-optimistic and need manager intervention.

Quick Start

Run the stage-progression-validator skill on last week's progressed opportunities using your team's stage exit criteria rubric, Salesforce read credentials, and Gong API key to generate a structured validation report for your Monday forecast review.