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

Alerts are generated when the close date of an ongoing deal has already passed, notifying Sales Representative and Director to follow up and update Salesforce, contributing to successful deal closure, visibility of imporant deals, and enhanced forecasting accuracy

Individual Contributors

Leakage Monitoring

Sales Team Management

Team Performance Monitoring

Deal is not multi-threaded

The signal informs Sales Manager and Sales Director about important opportunities in later stages that are not multi-threaded. Single-threaded opportunities indicate that the deal communication stagnates and that we might not be communicating with all the decision-makers, thus increasing deal risk

Deal Risk Mitigation

Leakage Monitoring

Sales Leadership

Sales Team Management

Deal has stalled

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

Deal has slipped

Management and Leadership may receive a signal when an opportunity moves out of the quarter. This assists in identifying and addressing issues that impact deal timelines, enhancing pipeline health, and supporting timely interventions

Deal Triage

Leakage Monitoring

Sales Leadership

Sales Team Management

No response from/to {Account name} for {period}

This signal keeps a Sales Representative and Sales Director 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

Sales Leadership

Sales Team Management

No response from prospects 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

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

# deals 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

The closing date has passed

Deal is not multi-threaded

Deal has stalled

Deal has slipped

No response from/to {Account name} for {period}

No response from prospects for too long

Frequent closing date rescheduling alert

Closing date has changed significantly

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