Signal description
This signal generates a summary report of opportunities that have slipped from the pipeline within the current fiscal period, providing insights into the extent of opportunity delays and their potential impact.
How organizations use it
As CRO, you opt for a weekly report each Monday at 8 a.m., projecting a fiscal quarter. Assigned to you and the Sales Director, it focuses on Team A's new business opportunities. This signal triggers a Monday 8 a.m. summary report, outlining slipped opportunities for the current quarter, including count, total potential value, and opportunity links for deeper inspection. This streamlined approach enhances your oversight for prompt corrective actions.
Why organizations use it
- to inform leadership about slipped opportunities
- to make a contingency plan on the remaining part of the quarter to make sure the quota is reached
Configurable parameters
- Filter opportunities to which this signal applies
- Time period for which to show lost opportunities
How the signal looks
In Revenue Grid Action Center:
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In your Teams Revenue Grid Channel:
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