Sales forecasting

Review one sales deal for health, risks and next steps

This skill from Anthropic's official sales plugin reviews a single opportunity in depth. You ask something like "review the Acme deal" or "is this deal going to close", and it reads the deal from your connected CRM, works out a health score adjusted for recent signals, and lists the risks, gaps in qualification and recommended next actions. It updates records, sends email or books meetings only when you ask; anything else it suggests is shown as a proposal for you to approve. You get a deal health score, a risk and gap list, and next steps for that opportunity.