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Stage has not changed for too long

Signal description

If an opportunity exceeds the designated time threshold for a stage, the assigned Sales Representative or team receives an alert, prompting them to review and take necessary actions to advance the opportunities. Leadership may receive the signal on filtered important opportunities for oversight.

How organizations use it

Let's assume your sales pipeline has stages 'Prospecting', 'Proposal', and 'Negotiation'. Based on your typical sales cycle, you set the maximum duration for 'Prospecting' as 30 days, 'Proposal' as 15 days, and 'Negotiation' as 10 days. The system then continuously tracks the time each opportunity spends on each stage. If an opportunity remains in 'Prospecting' for more than 30 days, 'Proposal' for more than 15 days, or 'Negotiation' for more than 10 days, the "Opportunity is on the Stage for Too Long" signal is triggered, and a notification is sent to the assigned sales representative. This prompts them to review the opportunities and undertake necessary actions to advance it or reassess its potential.

Why organizations use it

  • to focus the attention on stale opportunities
  • to inform the manager of their team's performance on opportunities

Configurable parameters

  • Filter opportunities to which this signal applies
  • Number of days limit for each stage

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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