Overview
Identify at‑risk revenue and turn it into an actionable plan. The system highlights risk levels, primary causes, and affected deals, then recommends targeted actions.
Open Playbook: Pipeline Playbook • Opportunity Playbook
Revenue at Risk (Dashboard)
- Totals: Amount at risk, % of pipeline, and deal count
- Risk Level: Moderate, High, Critical based on % of pipeline
- Primary Cause: Framework, Engagement, or Execution patterns
- Top Deals: Expand to view at‑risk opportunities and risk indicators
Mitigation Plan Modal
- Recovery Scenarios: Conservative 25%, Target 50%, Aggressive 75% recovery estimates
- Required Actions: Owner, deadline, and priority badges (e.g., complete MEDDPIC, re‑engage champions)
- At‑Risk Deals: Click a deal to review amount, close date, owner, and primary risk
- Execution: Download plan or click “Start Executing Plan” to move into action
Leader Usage
- Before forecast/commit reviews, open the mitigation plan to align on rescue actions
- Track completion weekly; monitor changes in confidence and risk totals
- Use the Pipeline Playbook to direct team‑level actions
AE Usage
- Work through action items; coordinate with manager for escalations. For deal‑level guidance, see the Opportunity Playbook.
- Use email/export to share progress with stakeholders