upjack

分类: 生活与日常 | 上传者: NimbleBrainInc | 下载: 0 | 版本: v1.0（最新）

分析交易渠道的健康状况并预测结果。

更新日志: Source: GitHub https://github.com/NimbleBrainInc/upjack

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当前层级: tree/main/examples/crm/skills/deal-forecasting/

📄 SKILL.md 1.4 KB

SKILL.md

# Deal Forecasting

Analyze deal pipeline health and predict outcomes.

## When to Use

- Daily pipeline review (triggered via schedule, weekdays 9 AM)
- A deal reaches "closed-won" (triggered via hook)
- User asks for pipeline analysis or forecast

## Process

1. **Load pipeline configuration** to understand stages and expected probabilities

2. **Analyze each active deal**:
   - Days in current stage vs. `max_days` threshold
   - Activity frequency (more activity = healthier deal)
   - Value-weighted probability
   - Relationship to contact lead scores

3. **Generate insights**:
   - Total weighted pipeline value
   - Deals at risk (over max_days in stage)
   - Stage distribution analysis
   - Forecast for current month/quarter

4. **Take action on at-risk deals**:
   - Flag stale deals by adding "at-risk" tag
   - Create follow-up activities for stale deals
   - Update deal notes with analysis

## Risk Signals

| Signal | Risk Level |
|--------|-----------|
| > 2x max_days in stage | Critical |
| > 1x max_days in stage | High |
| No activity in 14 days | High |
| No activity in 7 days | Medium |
| Contact lead score < 40 | Medium |
| No next step documented | Low |

## Output Format

When generating a pipeline review, structure as:
1. Summary metrics (total deals, weighted value, avg days in pipeline)
2. At-risk deals with recommended actions
3. Forecast based on probability-weighted values
4. Recommended next steps

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upjack

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