Generate a dashboard of at-risk deals across the organization. Use CRM, calls, emails, calendars, and engagement data to flag risks.
For each at-risk deal, include:
– Revenue impact: projected value if the deal slips or pushes
– Risk signals: stalled stage, lack of next meeting, single-threaded, competitor activity, late-stage legal/security
– Confidence signals: recent exec engagement, champion strength, next step confirmed
– Mitigation plays: concrete actions to de-risk, such as multi-threading, exec alignment, objection-handling content, or fast-tracking approvals
Provide an org-wide view showing total pipeline value at risk, segmented by team, stage, and forecast category.
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