| name | deal-advance-gap |
| description | Find next-stage evidence gaps; never auto-advance. |
| metadata | {"short-description":"Find what blocks the next deal stage"} |
Deal Advance Gap
Outcome
A concise gap assessment against the actual next-stage exit criteria.
CRM-neutral operating contract
- Discover available CRM, communication, calendar, knowledge, and file capabilities before choosing a retrieval plan. If no live CRM is available, use user-supplied exports when that still satisfies the request; never imply a live write is possible.
- Map records by meaning, not vendor labels: organization, person, lead, opportunity, activity, product, service record, user or team, and knowledge item. Inspect schemas and custom fields, preserve native IDs, stages, currencies, timezones, and fiscal periods.
- Keep observed facts, derived conclusions, and missing information distinct. Anchor consequential claims to record IDs, fields, timestamps, or named sources, and state access or freshness limits.
- Start read-only. Before creating, updating, assigning, sending, or scheduling, show the exact proposed action and obtain confirmation unless the current request already authorized that exact mutation.
- Obey connected-system permissions, resolve ambiguous records or people instead of guessing, check for duplicates before creation, and report partial failures without repeated retries.
Workflow
- Resolve the user, target records, requested scope, reporting window, timezone, and business objective. Ask only for missing details that materially change the result.
- Retrieve the minimum authorized evidence needed from the following inputs: Current and next stage, configured entry or exit criteria, required fields, recent customer evidence, milestones, stakeholders, and open tasks.
- Normalize relevant entities and fields while retaining native record identifiers and source timestamps.
- Apply the analysis rules below. When evidence conflicts, show the conflict rather than averaging it away.
- Deliver the required output in a compact form suited to the scope. Put urgent or decision-relevant items first.
Analysis rules
- Retrieve the organization's actual stage definitions and required evidence when available.
- Test each criterion as met, partially met, unmet, contradictory, or unknown with supporting evidence.
- Distinguish administrative missing fields from substantive buyer-progress gaps.
- Recommend the smallest customer-validating or internal action that can resolve each high-impact gap.
Required output
- Advance readiness
- Criterion-by-criterion evidence table
- Blocking gaps
- Recommended validation actions
- Potential field updates
Actions and boundaries
Do not change stage automatically. Present the evidence and obtain explicit confirmation for a stage update.
