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Opportunity does not match stage criteria

Signal description

This signal notifies a Sales Representative and a Manager when an opportunity progresses to a new stage without meeting the formal criteria set for that stage. This helps in adhering to consistent sales practices, ensuring accurate opportunity details, and supporting strategic decision-making.

How organizations use it

According to the established procedures/playbooks in the company "Best SaaS", during the qualification stage, the opportunity owner must specify the amount and close date values. To ensure that all sales team members follow the established playbook rules, RG sends a signal to the opportunity owner and/or their manager when an opportunity stage is changed from the qualification to a higher stage without the amount and close date specified.

Why organizations use it

  • to prevent inaccurate information from sitting in the CRM
  • to enforce desired playbook practices

Configurable parameters

  • Filter opportunities to which this signal applies
  • Criteria for each stager

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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