Know which deals are dying — before your reps tell you they stalled
The Deal Risk Board replaces gut-feeling pipeline reviews with scored evidence from CRM activity, call engagement, and stakeholder involvement. Every deal gets scored across 8 key metrics so you can spot risk early and act before it is too late.
How it works
The board organizes your pipeline into 5 rails based on deal health — from strong to at-risk. Each deal is scored automatically using signals from your CRM, calls, and engagement data.
What you get
- Quantified risk scores instead of subjective red/yellow/green labels
- Specific slip signals — "No call in 14 days," "Economic buyer not engaged," "Close date pushed 3x this quarter"
- Pipeline coverage analysis to see if you have enough healthy pipeline to hit target
- Deal health history showing when a score dropped and what event caused it — so you can replay the loss in the next coaching session
Built for managers
The Deal Risk Board is designed for the weekly pipeline review. Open it before your team meeting and know exactly which deals to ask about, which reps need support, and where the real pipeline gaps are.