Deal review

Purpose

Create a complete, dated review of the requested deal cohort. Surface evidence-backed risks, missing next steps, deadlines, and unchecked deals while keeping unknowns visible.

Usage

• /deal-review — review the confirmed active-deal cohort
• /deal-review [stage] — filter through the configured stage map
• /deal-review [period] — filter by sourced close dates in a confirmed period

Evidence, authority, and recovery

Set the review as-of timestamp and timezone first. Use the canonical activity date: the actual timestamp on a meeting, call, email, CRM event, or other authoritative record. Store its source ID/path and source date. A file modified date is only a weak discovery clue and must not become an activity.

• Keep an explicit Unchecked deals section for every discovered record that is unreadable, duplicated, contradictory, or missing a required field. Never silently drop an unchecked deal or call it healthy.
• Unknown value must be excluded from value totals and amount-share denominators; never replace it with zero. An explicit zero remains eligible and is labelled.
• Disclose denominator coverage for every rate, count, or percentage: discovered, checked, eligible, and excluded rows.
• Keywords and silence are leads, not facts. Do not infer ghosting, churn, an absent buyer, or a blocker without dated source evidence.
• Never invent absent facts, dates, values, next steps, commitments, risks, or confidence.
• Keep the review read-only. Before any requested mutation, preview the exact target and payload/diff, require confirmation from the authorized human, and read back the result. If the write or read-back fails, report possible partial state and stop.

Method

1. Confirm the cohort