Revenue Leakage Monitoring Signals

AI Generated Leakage Alert

This signal closely examines deal patterns and timely lets you know about opportunities that might slip away or be lost

AI Generated

Leakage Monitoring

Sales Leadership

Sales Team Management

When there is no activity and communications detected on an Opportunity for a pre-configured time period, a Sales Representative receives a signal. It helps to address stale deals and prioritize combined efforts to help close the deal. Management and Leadership can request to receive the signal for oversight on specific filters

Individual Contributors

Leakage Monitoring

Sales Team Management

No response to contacts for too long

This signal keeps a Sales Representative and Sales Manager informed about emails related to deals that haven't received communication from the sales team side. It aids in maintaining communication momentum, improving response times, and ensuring that potential deal risks due to communication gaps are minimized

Individual Contributors

Leakage Monitoring

Sales Team Management

No response from contacts for too long

This signal keeps a Sales Representative and Sales Manager informed about emails related to deals that haven't received replies. It aids in maintaining communication momentum, improving response times, and ensuring that potential deal risks due to communication gaps are minimized

Individual Contributors

Leakage Monitoring

Popular

Sales Team Management

Frequent closing date rescheduling alert

This signal notifies the Sales Manager when an opportunity's projected close date has been rescheduled beyond a set limit. This way, managers will identify delay patterns, provide guidance, and enhance closure rates

Leakage Monitoring

Sales Team Management

Closing date has changed significantly

Triggered by significant shifts in estimated close dates, a Sales Director and a Manager can receive alerts when deals' close dates are moved. This proactive monitoring helps prevent deal delays, ensures accurate revenue forecasts, and maintains strong customer relationships

Leakage Monitoring

Sales Leadership

Sales Team Management

# opportunities for $ amount were lost from current fiscal quarter pipeline

This signal generates a summary report of opportunities that were lost during the current fiscal period, offering insights into the number and potential value of lost deals

CRO

Leakage Monitoring

Sales Leadership

Revenue Leakage Monitoring Signals

Category

Who gets such signal

AI Generated Leakage Alert

Opportunity has stalled

No response to contacts for too long

No response from contacts for too long

Frequent closing date rescheduling alert

Closing date has changed significantly

# opportunities for $ amount were lost from current fiscal quarter pipeline