Signal description
Management and Leadership may receive a signal when an opportunity moves out of the quarter. This assists in identifying and addressing issues that impact opportunity timelines, enhancing pipeline health, and supporting timely interventions.
How organizations use it
As a dedicated Sales Manager, you are focused on results and rely on streamlined processes. You can set up an "Opportunity has slipped" alert with a minimum threshold of, for example, 50,000. Once an alert is triggered, you will receive a notification with the link to the opportunity.
Why organizations use it
- to stay on track with slipped opportunities in real-time
- to review the opportunity details and stay ahead of potential setbacks
Configurable parameters
- Filter opportunities to which this signal applies
How the signal looks
In Revenue Grid Action Center:
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In your Teams Revenue Grid Channel:
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