| name | deal-analyzer |
| description | Deep-analyzes a specific deal to assess risk, probability, advancement readiness, and next actions. Evaluates stage fit, stakeholder engagement, competitive position, and identifies missing criteria. Returns scoring recommendation and escalation path. |
| allowed-tools | Read, Write, WebFetch |
| effort | medium |
When to activate
Before advancing a deal to the next stage, when a deal is flagged by risk detector, or when assessing high-value opportunities (>$100K). Provides executive clarity on deal health and advancement probability.
When NOT to use
Not for pipeline-wide analysis — use pipeline-auditor instead. Not for forecasting — use forecast-builder. Not for new rep coaching — use ramp-tracker.
Deal Analysis Checklist
Execute these eight steps in order to score the deal.
- Deal Snapshot — Account name, deal value, current stage, days in stage, deal owner, target close date
- Stage Fit Assessment — Validate current stage against criteria; check if deal meets progression gates
- Probability Scoring — Evaluate deal against probability model for current stage; calculate risk-adjusted revenue
- Stakeholder Engagement Map — Identify champion, economic buyer, blocker; assess engagement level (Low/Medium/High)
- Competitive Position — Identify competing solutions; assess win probability vs. competition; note any threats
- Cycle Time Analysis — Days in current stage vs. baseline; flag if exceeds by >50%
- Next Action Identification — Identify blocking issue and specific next action for advancement
- Risk Scoring — Aggregate risk factors; calculate overall deal risk (Low/Medium/High); recommend escalation if needed
Deal Score Card Template
Save as deals/[deal-id]-analysis.md
# Deal Analysis — [Deal ID]
**Analysis Date:** [timestamp]
**Deal Owner:** [rep name]
**Last Updated:** [from CRM]
**Analysis Type:** [Pre-stage advancement / Risk escalation / Forecast review]
---
## Deal Snapshot
| Field | Value |
|---|---|
| **Account Name** | [Company] |
| **Deal Value** | $[X]K |
| **Current Stage** | [Stage] |
| **Days in Stage** | [X] days |
| **Target Close Date** | [Date] |
| **Probability (Current)** | [X]% |
| **Sales Rep** | [Name] |
| **Created Date** | [Date] |
| **Last Activity Date** | [Date] |
| **Days Since Activity** | [X] days [Alert if >14] |
---
## Stage Fit Assessment
**Current Stage:** [Stage]
**Baseline Cycle Time:** [X] days
**Days in Stage (Actual):** [X] days
**Variance:** [+/-X days] [Alert if >+50%]
**Stage Progression Criteria:**
| Criterion | Required | Status | Evidence |
|---|---|---|---|
| [Criterion 1] | [Yes/No] | [Met / Not Met] | [e.g., Discovery meeting completed] |
| [Criterion 2] | [Yes/No] | [Met / Not Met] | [e.g., Budget confirmed] |
| [Criterion 3] | [Yes/No] | [Met / Not Met] | [e.g., Stakeholder aligned] |
| [Criterion 4] | [Yes/No] | [Met / Not Met] | [e.g., RFP issued] |
**Gate Assessment:** [✓ Ready to advance / ✗ Not ready — blockers identified]
---
## Probability Scoring
**Stage-Based Probability Model:**
| Stage | Model Probability | Current Deal Probability | vs. Model | Notes |
|---|---|---|---|---|
| Prospect | 15% | [X]% | [+/-X%] | [If variance >±20%, investigate reason] |
| Qualification | 35% | [X]% | [+/-X%] | [If variance >±20%, investigate reason] |
| Solution Design | 60% | [X]% | [+/-X%] | [If variance >±20%, investigate reason] |
| Negotiation | 80% | [X]% | [+/-X%] | [If variance >±20%, investigate reason] |
**Probability Justification:**
- If >model probability: [Why is deal stronger than average for this stage?]
- If +50%] |
| Qualification | [X] | [X] | [+/-X%] | [✓ or Alert if >+50%] |
| Solution Design | [X] | [X] | [+/-X%] | [✓ or Alert if >+50%] |
| Negotiation | [X] | [X] | [+/-X%] | [✓ or Alert if >+50%] |
[X] days from creation
[Date]
[Date]
[+/-X] days
---
| Risk Factor | Present | Severity | Mitigation |
|---|---|---|---|
| Long cycle time (>baseline +50%) | [Yes/No] | [Low/Med/High] | [Action] |
| No activity >14 days | [Yes/No] | [Low/Med/High] | [Action] |
| Probability drift (vs. model) | [Yes/No] | [Low/Med/High] | [Action] |
| Low stakeholder engagement | [Yes/No] | [Low/Med/High] | [Action] |
| High competitive threat | [Yes/No] | [Low/Med/High] | [Action] |
| Missing stage criteria | [Yes/No] | [Low/Med/High] | [Action] |
| Deal size >rep historical avg | [Yes/No] | [Low/Med/High] | [Action] |
| Close date in past | [Yes/No] | [Low/Med/High] | [Action] |
[Low / Medium / High]
All criteria met, stakeholders engaged, probability aligned, cycle time normal, no competitive threats
1–2 risk factors present, minor criteria gaps, timeline pressure, competitive threat
3+ risk factors, missing champion/economic buyer engagement, probability drift >20%, or close date overdue
---
[Specific action, owner, deadline]
[Specific action, owner, deadline]
[Specific action, owner, deadline]
[Specific action, owner, deadline]
[Single most critical blocker to advancement]
[Yes/No] — [If yes, who and why]
---
[Yes / No / Conditional]
[Reason — all criteria met, stakeholders engaged, probability justified]
[Reason — list missing criteria; recommend specific actions before re-assessment]
[Reason — meets criteria if X action is completed by X date]
Log stage transition with reason to session log.
Provide rep with specific unblock action; schedule re-assessment in [X] days.
---
[Yes / No]
If >$100K and advancing to Negotiation:
Approver: [Name]
Approval Date: [Filled by human]
Approval Status: [Pending / Approved]
---
Avg deal size: $[X]K
Avg cycle time: [X] days
Avg close rate: [X]%
Deal size: [Aligned / Larger / Smaller]
Cycle time: [Aligned / Longer / Faster]
Complexity: [Aligned / Higher / Lower]
---
