Frequent closing date rescheduling alert

Signal description

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

How organizations use it

Given your sales process insights, you determine that a deal's close date should not be rescheduled more than three times. You set this as the limit in your CRM system. The system then constantly tracks modifications to the close date of each opportunity. If the opportunity's close date is rescheduled more than three times, the "Frequent Close Date Rescheduling Alert" signal is triggered. As a Sales Manager, you get a heads-up, prompting you to review the opportunity, understand the reasons for the frequent delays, guide your sales rep, or intervene directly to stabilize the deal progression.

Why organizations use it

• to bring attention to and investigate the deals that are likely not to close, however, they might contribute to the current forecast
• to guide sales representatives on better practices around deal progression

Configurable parameters

• Filter opportunities to which this signal applies
• Number of times the date changed to trigger the signal

How the signal looks

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

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