Review active deals and surface risks
Get a comprehensive view of your deal pipeline health - identify at-risk deals, surface blockers, and ensure every deal has clear next steps.
/deal-review - Review all active deals/deal-review [stage] - Filter by deal stage (e.g., "discovery", "proposal", "negotiation")/deal-review [timeframe] - Focus on deals closing in timeframe (e.g., "this month", "Q1")Search for deal-related files:
Primary location: 04-Projects/
Search patterns:
#deal or #pipelineExtract from each deal file:
For each deal, assess health:
Enhance deal intelligence:
Check person pages for stakeholders
Search meeting notes (last 30 days)
Check for patterns
Present findings in this format:
# 💼 Deal Review
**Date:** [Today's date]
**Active deals:** [Count]
**Total pipeline value:** [Sum if values available]
**Deals reviewed:** [Count]
---
## 🚨 Needs Immediate Attention
### [Company Name] - [Deal Size if known]
**Status:** Stale (15 days since update)
**Stage:** Proposal
**Risk:** High
**Last activity:** [Date] - [What happened]
**Issue:** No activity since sending proposal. Possible ghosting.
**Next step:** Follow up with champion [Name] ASAP
---
## ⚠️ Watch List
[Deals that need attention soon but not urgent]
### [Company Name]
**Status:** Aging (8 days since update)
**Stage:** Discovery
**Risk:** Medium
**Last activity:** Demo on [Date]
**Issue:** No follow-up scheduled
**Next step:** Schedule discovery call this week
---
## ✅ On Track
[Deals with recent activity and clear next steps]
### [Company Name] - $XX,XXX
**Stage:** Contract Review
**Last activity:** 2 days ago - Sent contract
**Next step:** Review call with Legal on [Date]
**Close date:** [Date]
**Confidence:** High
---
## 📅 Closing Soon (Next 7 Days)
### [Company Name] - $XX,XXX
**Close date:** [Date] (4 days)
**Stage:** Contract Review
**Status:** On track
**Final steps:**
- [ ] Legal review complete
- [ ] Signatures collected
- [ ] Payment terms confirmed
---
## 🎯 Key Insights
**Stage distribution:**
- Discovery: [X deals]
- Demo: [X deals]
- Proposal: [X deals]
- Negotiation: [X deals]
- Contract: [X deals]
**Common blockers:**
1. [Blocker 1] - affecting [X] deals
2. [Blocker 2] - affecting [X] deals
**Recommended actions:**
1. [Top priority action]
2. [Second priority action]
3. [Third priority action]
---
## 📊 Pipeline Health Score
**Overall health:** [Good / Needs Attention / At Risk]
- ✅ Healthy deals: [X]
- ⚠️ Watch list: [X]
- 🚨 At risk: [X]
- Stale (10+ days): [X]
- Missing next steps: [X]
After presenting the review, ask:
"Want me to:
- Draft follow-up email for [stale deal]?
- Prep for upcoming call with [company]?
- Update a specific deal with current status?
- Deep dive on deals stuck in [stage]?"
When user specifies a stage, focus on:
Common stages:
When user specifies timeframe:
/call-prep [company] for at-risk deals/account-plan to re-engage/process-audit# 💼 Deal Review
**Date:** 2026-01-28
**Active deals:** 12
**Total pipeline value:** $847K
**Deals reviewed:** 12
---
## 🚨 Needs Immediate Attention
### TechStart Inc - $75K
**Status:** Stale (18 days since update)
**Stage:** Proposal
**Risk:** High - Possible Lost
**Last activity:** Jan 10 - Sent proposal after successful demo
**Issue:** No response to proposal or 3 follow-up emails. Champion Mike not responding.
**Next step:** Last-ditch call to Mike today. Escalate to VP if no response.
### DataFlow Corp - $120K
**Status:** Competitor risk
**Stage:** Negotiation
**Risk:** High
**Last activity:** 3 days ago - They mentioned evaluating ProductX
**Issue:** Product team showed them ProductX demo. Concerned about our dashboard capabilities.
**Next step:** Executive alignment call scheduled Friday. Prep competitive positioning.
---
## ⚠️ Watch List
### GlobalCo - $95K
**Status:** Aging (9 days since update)
**Stage:** Discovery
**Risk:** Medium
**Last activity:** Jan 19 - Discovery call with Sarah (CTO)
**Issue:** No follow-up call scheduled. She mentioned needing to discuss with team.
**Next step:** Follow up this week to schedule demo
### InnovateCo - $45K
**Status:** Vague next steps
**Stage:** Demo
**Risk:** Medium
**Last activity:** 5 days ago - Demo with product team
**Issue:** Next step says "follow up" but no date or specific action
**Next step:** Schedule proposal review call with timeline
---
## ✅ On Track
### Acme Corp - $180K
**Stage:** Contract Review
**Last activity:** Yesterday - Contract sent to Legal
**Next step:** Legal review call on Thursday
**Close date:** Feb 5
**Confidence:** High - Champion Sarah is actively driving this
### FastGrow - $60K
**Stage:** Proposal
**Last activity:** 2 days ago - Proposal presentation
**Next step:** Decision call scheduled for Friday
**Close date:** Feb 15
**Confidence:** Medium-High - Positive response, waiting on budget approval
### StartupX - $40K
**Stage:** Contract
**Last activity:** Today - Signatures received
**Next step:** Process payment
**Close date:** This week
**Confidence:** Very High - Deal done, just processing
---
## 📅 Closing Soon (Next 7 Days)
### StartupX - $40K
**Close date:** Jan 30 (2 days)
**Stage:** Contract - Signatures received
**Status:** Processing
### NewCorp - $55K
**Close date:** Feb 2 (5 days)
**Stage:** Negotiation
**Status:** On track - final terms discussion tomorrow
---
## 🎯 Key Insights
**Stage distribution:**
- Discovery: 3 deals ($220K)
- Demo: 2 deals ($105K)
- Proposal: 4 deals ($295K)
- Negotiation: 2 deals ($175K)
- Contract: 1 deal ($52K)
**Common blockers:**
1. **Dashboard capabilities** - 2 deals expressing concern (DataFlow, NewCorp)
2. **Budget approval timing** - 3 deals waiting on Q1 budget (FastGrow, GlobalCo, StartupX)
**Recommended actions:**
1. **Re-engage TechStart today** - 18 days stale, high value, likely lost if no action
2. **Prep competitive positioning for DataFlow** - Friday call critical, ProductX threat
3. **Follow up with GlobalCo and InnovateCo** - Both aging, need clear next steps
---
## 📊 Pipeline Health Score
**Overall health:** Needs Attention
- ✅ Healthy deals: 6 ($387K)
- ⚠️ Watch list: 4 ($260K)
- 🚨 At risk: 2 ($195K)
- Stale (10+ days): 1 ($75K)
- Missing next steps: 2 ($140K)
**Critical:** TechStart and DataFlow need immediate action this week.
