Deal review with MEDDICC or BANT
OfficialOfficial · updated Nov 4, 2026 · v1.0.2
Scores a deal against MEDDICC or BANT from the buyer's own words, lists each gap with a next action, and suggests a forecast category.
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When to use it
- Before a pipeline or forecast call, on deals closing this quarter or next
- A deal has stalled or its close date keeps moving
What you give it
- Deal notes, call summaries, and emails
- Deal size, stage, and close date
- Your stage or forecast definitions (optional)
What you get
A scorecard with evidence per element, a gap table with owner and date per action, and a forecast category with the rule behind it.
Changelog
- v1.0.2 · Nov 4, 2026 · Example: the input states the year (2026) and every date in it and the output falls on a 2026 weekday; the economic-buyer action is due Monday 15 June instead of Saturday 13 June.
- v1.0.1 · Nov 4, 2026 · Example: the input now has Dana saying no-shows are their biggest ops problem, the evidence behind Identify pain's 2, and names the deal's owner (Alex) and the review date the output uses.
- v1.0.0 · Nov 4, 2026 · First release.
Sources
- MEDDPICC Sales Methodology: Acronym & Meaning | MEDDICC (2026-11-04)
- Mastering the BANT Framework for Sales Success | Gong (2026-11-04)
- Forecast Categories in Salesforce: Everything You Need to Know (2026-11-04)
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- Account expansion plan Builds an expansion plan for an existing customer: renewal health, stakeholder map, current use, whitespace, risks, and 90-day plays with owners.