Get a straight verdict on every open deal.
“Which of my open deals are actually real, and which ones has everyone quietly given up on?”
Healthy, slipping, stuck, or dead. Checks real activity, whether the rep qualified it, and whether the deal is multi-threaded.
What this skill does
Reads your open opportunities and gives each one a straight verdict: healthy, slipping, stuck, or dead. It checks whether a deal has real activity behind it, whether the rep actually qualified it, and whether they are talking to more than one person. Then it names the next move on the deals that need one.
Inputs
- Works today with: a list of your open deals, with stage, amount, close date, last activity date, and the contacts on each. Paste it or upload a CSV.
- More powerful connected to a CRM: it reads all of the above automatically, across the whole pipeline.
- Sharper with a meeting or email tool: tightens the multi-thread and gone-dark checks.
- Sharper with a product-analytics tool: adds usage momentum on trials.
How it works
- 1Deal-risk verdict (8 states)
Every open deal gets exactly one: HEALTHY, MOMENTUM, AT_RISK, SLIP_RISK, STUCK, STALE, CHAMPION_DROP, GHOST.
- GHOST: no activity across any activity source for DARK_DAYS or more. Must show the source dates that prove it.
- STUCK: same stage past STUCK_DAYS with no forward step.
- SLIP_RISK: close date inside the period, but activity or qualification is thin.
- CHAMPION_DROP: your main contact has gone quiet, no touches in 30 days.
- AT_RISK: single-threaded, fewer than 2 contacts engaged in 30 days.
- MOMENTUM and HEALTHY: real activity, multi-threaded, qualified for stage.
- 2Activity check (multi-source)
Days dark is today minus the most recent touch across ALL your activity sources, not one. A deal is GHOST only if every source is cold. Show the dates.
- 3Qualification-vs-stage gap
If a deal claims a late stage but the qualification fields for that stage are empty, flag it and name the exact field that is missing. This is the "is the rep sandbagging" check. It is only as good as the fields you map.
- 4Multi-thread check
Fewer than 2 contacts engaged in 30 days is single-thread risk. One champion is one point of failure.
- 5Commit-creep watch
Flag deals that quietly moved from Commit to Best Case in the trailing two weeks. That movement is the forecast telling on itself.
Output format
ACTIVE DEAL HEALTH · 7 open opps
Account Stage / ARR Risk Days-Dark Why
Acme Corp Sol Val/$45K HEALTHY 2 Multi-thread + qualified
Vertex Prop/$67K SLIP 12 Champion went quiet
Blend Labs Sol Val/$28K STUCK 23 No next step set
Northwind Eval/$112K GHOST 47 Zero activity, all sources
Next moves:
1. Vertex. Re-engage the champion. The deal has no second thread.
2. Blend Labs. Add the missing next step before the next review.
3. Northwind. Declare it lost or run one final outreach this week.
Tips
- No GHOST verdict without showing the activity dates that prove it.
- Qualification gaps surface field by field, named, never "incomplete."
- Forecast accuracy is trailing-quarter, never trailing-week. Small samples lie.
Walk into any deal review knowing what is actually known.
Two reads on one deal: is the forecast real, and what the conversations actually say, structured on your qualification framework with a stage-vs-reality check.
Know if you have enough at-bats for next quarter.
Forward-looking coverage math per channel and per rep, so you see the gaps before they cost you the number.