Pipeline Risk Radar
Upload a pipeline export or load the sample data to see which deals are stale, slipping, missing a next step, or missing a partner, and why.
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CSV columns: Opportunity Name, Account, Amount, Stage, Close Date, Last Updated, Next Step, Partner/Distributor, Deal Type (New, Expansion, Renewal). Dates can be YYYY-MM-DD or MM/DD/YYYY.
Pipeline summary
Open pipeline
$0
At-risk deals
0
At-risk amount
$0
By risk type (select to filter)
Opportunities
| Reasons |
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No opportunities match these filters.
How deals are flagged
- Warning Stale: no update in more than 30 days. High after 90 days.
- High Past close date: the close date has passed but the deal is still open.
- Warning Missing next step: no next step recorded.
- Warning Routing risk: a New or Expansion deal with no partner or distributor attached.
- High Large deal, early stage: over $250K, still in Prospecting, Qualification, or Discovery, and closing in under 45 days.
Closed Won and Closed Lost deals are listed but never flagged. Each deal's overall level is its most severe flag.