Deal Risk Analyzer
Identify and mitigate at-risk opportunities in your pipeline
Deal Risk Analyzer helps you spot trouble in your pipeline before it’s too late. By analyzing real-time engagement signals, deal velocity, and competitive pressure, this app identifies opportunities at risk of stalling or slipping — and gives you concrete next steps to recover momentum.
What is Deal Risk Analyzer?
This app provides proactive deal diagnostics by looking at:
- Gaps in buyer engagement (emails, calls, demos)
- Time spent idle in stage
- Presence of active competitors
- Lack of access to champions or decision-makers
It then benchmarks these signals against your risk thresholds to flag problematic deals and recommend tailored actions — no guesswork, no generic advice.
Why use this app?
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⚠️ Early Risk Detection
Surface deals likely to slip before the forecast misses start piling up. -
📉 Pattern-Based Risk Scoring
Use engagement history, stage stagnation, and competitive data to spot loss patterns. -
🔁 Targeted Recovery Plans
Automatically suggests action playbooks — check-in emails, escalation steps, or win-back moves. -
📊 Forecast Accuracy Boost
Improve revenue predictability by identifying what’s truly moving vs. just sitting in the CRM.
How it works
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Input your pipeline data
Include deal name, stage, engagement history, and any known competition. -
Define risk conditions
Share what “healthy” looks like and what counts as stalled or disengaged. -
Get actionable output
You’ll receive a flagged list of deals with risk rationale and clear next steps per opportunity.
What you'll need to provide
To enable meaningful insights, be ready with:
- Win signals (e.g. demo booked, exec reply, multithreaded access)
- Risk tolerance (e.g. idle >10 days or no engagement >14 days)
- Recovery templates (playbooks, emails, call scripts)
- Pipeline data (deal list, engagement timestamps, stages, competitor notes)
Who it's for
- Account executives managing mid-to-late stage pipeline
- Revenue teams looking to boost forecast reliability
- Sales managers running weekly deal reviews
- RevOps leads building scalable pipeline hygiene systems
Ready to get started?
Start using Deal Risk Analyzer to automate your tasks and streamline your workflow.