Deal Flow Analytics
by carta6ab81016389cNo license14 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated today
Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| assets/dashboard-template.html | 7.7 KB | text/plain |
| SKILL.md | 7.6 KB | text/markdown |
Source and attribution
Source:carta/pluginsinplugins/carta-crm/skills/deal-flow-analyticsat commit6ab8101
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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