deal-review

# 💼 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]

# 💼 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.