deal-risk-card

name	deal-risk-card
description	Builds an Adaptive Card for Microsoft Teams listing at-risk and slipping opportunities for a rep or team, each with a recommended next-best-action. Designed to be posted into a sales channel daily or weekly. Use when the user asks for a "deal risk card", "at-risk deals card", "slipping deals card", "post my risk deals to Teams", or "next-best-action card".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector in this package.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"AE / Sales Manager"}
cowork.category	Sales
cowork.icon	WarningFilled

Deal Risk Card

What This Skill Does

Produces a single Adaptive Card 1.5 JSON payload listing the user's top at-risk and slipping opportunities, each with a one-line recommended next-best-action drawn from the activity timeline. Designed for posting into a sales Teams channel each day or as the lead-in to a 1:1.

When To Use

• "Build the deal risk card"
• "Show me my slipping deals as a Teams card"
• "Post a next-best-action card to the channel"

Do not use for a full HTML dashboard (use morning-pipeline-briefing-dashboard) or executive review (forecast-call-pack).

Required Connector Tools

• list_opportunities — open
• get_pipeline_dashboard
• get_activity_timeline — per at-risk deal
• get_account_360 — only when a deal is added to the spotlight section

Default Workflow

1. Resolve the user / team scope. Default = the current user; use get_team_pipeline_summary if the user is a manager and asked for the team view.
2. Pull open opps and pipeline dashboard.
3. Identify at-risk opps using:
   • Stage age > 1.5× median for that stage, OR
   • Close date slipped at least once in the last 30 days, OR
   • No activity in the last 14 days, OR
   • Forecast category = Best Case but close date is within 14 days.
4. Rank by amount × heat-weight; take top 6.
5. For each, fetch get_activity_timeline and derive a single concrete next-best-action (specific contact, specific channel, specific question).
6. Build the Adaptive Card. Output the raw JSON in a fenced json block plus a one-line preview suitable for the Teams notification.

Adaptive Card Template

{
  "type": "AdaptiveCard",
  "$schema": "https://adaptivecards.io/schemas/adaptive-card.json",
  "version": "1.5",
  "body": [
    {
      "type": "TextBlock",
      "text": "Deals at risk — {{scope}}",
      "weight": "Bolder",
      "size": "Large",
      "wrap": true
    },
    {
      "type": "TextBlock",
      "text": "{{date}} · {{count}} deals · ${{at_risk_value}} at stake",
      "isSubtle": true,
      "spacing": "None",
      "wrap": true
    },
    {
      "type": "Container",
      "spacing": "Medium",
      "items": [
        {
          "type": "ColumnSet",
          "columns": [
            { "type": "Column", "width": "stretch", "items": [
              { "type": "TextBlock", "text": "{{opp_1}}", "weight": "Bolder", "wrap": true },
              { "type": "TextBlock", "text": "{{account_1}} · {{stage_1}} · ${{amount_1}} · close {{close_1}}", "isSubtle": true, "size": "Small", "wrap": true },
              { "type": "TextBlock", "text": "Why at risk: {{risk_1}}", "wrap": true, "size": "Small" },
              { "type": "TextBlock", "text": "Next best action: {{nba_1}}", "wrap": true, "weight": "Bolder", "color": "Accent" }
            ]},
            { "type": "Column", "width": "auto", "items": [
              { "type": "TextBlock", "text": "{{heat_1}}", "weight": "Bolder", "color": "Attention" }
            ]}
          ]
        },
        { "type": "TextBlock", "text": "—", "isSubtle": true, "horizontalAlignment": "Center" }
      ]
    }
  ]
}

Repeat the inner Container block (with _2, _3, …) for up to 6 deals. The outer card height should comfortably fit on a Teams desktop screen without scroll.

Next-Best-Action Rules

The NBA must be specific:

• A named contact ("Re-engage Priya Shah, the CFO")
• A channel ("send WhatsApp", "book 15-min Teams call", "in-person at trade show next week")
• A question or ask ("ask about budget cycle alignment for Q2")

If the activity timeline is empty for a deal, NBA = "kick off a contact-restart sequence with the last known champion: {{name}}" and explain in the risk line.

Heat Labels

• 🔴 → use text "high"
• 🟠 → use text "medium"
• 🟡 → use text "watch"

(Use the words, not emoji, in the card.)

Tone

Direct. The point of the card is to drive action by the end of the day.