Pipeline Risk Scanner

What does this mean?

Enables managers and reps to intervene early with targeted actions, improving forecast accuracy, reducing last‑minute slippage, and accelerating deal velocity through proactive risk management.

How it works?

Continuously analyzes open opportunities for leading risk signals—such as stalled activity against stage‑specific SLAs, lack of next steps, no executive/economic buyer engagement, single‑threading, weak email/meeting cadence, negative sentiment in call notes, close date churn, discount/exceptions late in cycle, and low mutual action plan progress—and posts a ranked list of at‑risk deals with reasons and owner alerts.

Workflow steps

Step 1: Trigger on schedule or CRM update

The Workflow runs on a scheduled cadence or activates when opportunity data changes in Salesforce—ensuring continuous, real-time pipeline monitoring without manual effort.

Step 2: Pull open opportunities

Cassidy retrieves all open opportunities from your CRM, gathering key deal data including stage, close date, owner, activity history, and engagement metrics.

Step 3: Analyze risk signals

The Workflow evaluates each opportunity against stage-specific SLAs and leading risk indicators—stalled activity, missing next steps, no executive engagement, single-threading, weak email or meeting cadence, negative sentiment in call notes, close date churn, late-cycle discounts, and low mutual action plan progress.

Step 4: Score and rank at-risk deals

Cassidy assigns a risk score to each opportunity based on the signals detected, then ranks deals from highest to lowest risk with clear reasons for each flag.

Step 5: Generate owner alerts and recommended actions

For each at-risk deal, Cassidy drafts targeted alerts that explain why the deal is flagged and suggests specific next steps reps and managers can take to get deals back on track.

Step 6: Post results and notify the team

The ranked list of at-risk deals, risk reasons, and owner alerts are posted to Slack or Microsoft Teams—and synced back to the CRM—so managers and reps can intervene early and keep forecasts accurate.