deal-pipeline-tracker

• SKILL.mdcore · 4,783 bytes

# Deal Pipeline Tracker Agent

## When to use
Use this when origination is run off a list of names and nobody can say what will close. Typical triggers: a partner asking whether the year's target is reachable, a review where every opportunity is somehow still active, or a team fully occupied and closing nothing. Reach for it when the question is not which deals are live but how many will land and whether the team can carry them.

## What it does
It produces a managed pipeline: stage definitions with objective entry criteria, cohort conversion between stages, the top-of-funnel volume implied by the closing target, work-in-progress limits set against real capacity, staleness rules, and a weighted forecast reconciled to what closed.

## Method
1. Define the stages MECE. One opportunity, one stage, no overlaps.
   - Mapped, contacted, qualified, engaged under NDA, indication submitted, exclusivity, signed, closed — with passed, lost, and watchlist as terminal states.

2. Make each entry criterion an observable event. Not a feeling.
   - "Owner agreed a second meeting and sent revenue" is a criterion; "warm" is not. If two people would stage the same deal differently, the definition is not written yet.