Closing date has changed significantly

Signal description

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.

How organizations use it

In our Great SaaS company, the average deal cycle is 60 days and 20 days is a range of the normal fluctuation. So when a deal has a shift of 25 days, it could be a critical deal risk indicator. To ensure that our Sales Leadership remains well-informed and that Sales Managers have a handle on their respective teams, the system sends them an alert about close-date shifts. This mechanism facilitates proactive management, allowing teams to pivot swiftly and undertake a thorough reassessment of the impacted deal.

Why organizations use it

• to allow for management and leadership to oversee important opportunities
• to understand the significant changes to the pipeline and forecast in real-time

Configurable parameters

• Filter opportunities to which this signal applies
• Select increase or decrease
• The change threshold

How the signal looks

In Revenue Grid Action Center:	In your Teams Revenue Grid Channel:

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