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Approaching closing date, but stage is behind

 Signal description

When a deal's projected close date is imminent, but the deal hasn't progressed sufficiently through the sales stages, a Sales Representative and, if criteria of interest are met, their respective Sales Director, can receive notifications. This ensures timely action, improving the likelihood of successful closures.

How organizations use it

Based on the sales team's knowledge of their average sales cycle, you determine that the "approaching" threshold should be set at "14 days until the projected close date". This provides a practical window to finalize deals, given their usual process and timeframes. Similarly, you set the "too low" stage threshold as "not beyond the 'Proposal/Price Quote' stage" with two weeks left to the projected close date. This aligns with your understanding that, at this point in the sales cycle, opportunities should ideally be at more advanced stages to close on time.

Why organizations use it

  • to understand the deal progression and adjust efforts accordingly for a successful outcome

Configurable parameters

  • Filter opportunities to which this signal applies
  • Number of days for each stage

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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