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Deal Intelligence

Deal Monitoring Agent

Tracks every submission's progress, detects stale deals, and pushes live status to the team dashboard for full pipeline visibility.

Overview

The Deal Monitoring Agent tracks every deal submission in real time. Progress updates are pushed to a live dashboard. Stale deals are flagged automatically.

What Deal Monitoring Agent Solves

Pipeline spreadsheet is updated manually. No one knows which deals are stuck or moving. Deals slip through the cracks because no one tracks them. Deal Monitoring Agent tracks every deal submission automatically. Dashboard shows live status: submitted, under review, hot, cold, declined. Stale deals (no action 10+ days) are flagged for review.

How It Works

All deal submissions are monitored for status changes. Live dashboard tracks every submission through the pipeline. Stale deals trigger alerts.

1

Deal Submission Tracking & Status Management

The agent monitors each deal through the pipeline: submitted → reviewed → hot/cold/declined.

Track submission date, analyst assigned, current status
Update status as progress occurs: 'Under Review', 'Hot Prospect', 'Needs Info', 'Declined'
Log time in each stage: 'Under Review for 5 days'
Extract: next action, action owner, deadline
2

Stale Deal Detection & Alerting

If a deal has no action for 10+ days, it's flagged as stale and a notification is sent.

Monitor: last action date for each deal
If no action for 10 days: flag as 'STALE'
Send alert to analyst: '[Deal] hasn't moved in 10 days. Status: [current]. Action needed?'
If no response in 24 hours, escalate to manager
3

Live Dashboard & Pipeline Visibility

All deal data is synced to a live dashboard. Team sees pipeline status in real time.

Update live dashboard every 15 minutes
Show: total submitted, under review, hot, declined, avg time per stage
Color-code by status: green (hot), yellow (under review), red (stale)
Send daily summary: '[X] new deals, [Y] hot, [Z] stale'

Key Benefits

✓Live dashboard replaces manual spreadsheet updates
✓Stale deal alerts prevent deals from being forgotten
✓Pipeline metrics are always current — no guessing on status
✓Analyst workload is visible — bottlenecks are obvious

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Deal Monitoring Agent | The Independent Broker Collective