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Localized reading guide

deal-slip-scenarioPurpose, usage and source

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/deal-slip-scenario/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground the stage-to-bucket mapping (Commit / Best Case / Pipeline), field names, and the quota source from the live crm schema and org context (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue). Every figure in the output ties to a record actually read.

Upstream passage · L38 ↗

Step 2 - Establish the baseline

From the CRM: open opps in scope closing this quarter (stage, forecast category, amount, close date, probability, next step, last activity, owner) plus closed-won this quarter. Compute: Booked (closed won) Commit total (booked + commit-bucket open deals) Best case total

Upstream passage · L45 ↗

Step 3 - Apply the scenario

Remove or restate the named deal(s): Slip: subtract from this period's buckets; note it lands next period (not gone, but it does not help this number) Reduced amount: replace the amount with the revised figure Lost: subtract entirely

Upstream passage · L60 ↗
Upstream passage · ↗
tiers:
  files-only:   full scenario math from an uploaded pipeline export +
                stated quota
  read-only:    live crm baseline and closed-won pull
  gated-writes: none - this skill only models; any resulting date or
                category change hands off to update-opportunity

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
8860854b52d78db8fb76f4f019b1d322a321ab232302ae9b7d9007d3e0db5d23
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