What are At Risk Deals?
In sales, opportunities can be complicated beasts. It’s difficult to really understand and put words on why a deal is more exciting than another one.
In sales, deprioritizing deals is as important as identifying the ones you want to double down on. All the time spent on deals that are going nowhere is time you don’t soend in the highest potential ones.
Pod is there to guide you. Leveraging the wealth of data from your CRM and other systems, Pod will identify a list of 5 at-risk deals you might want to look into. Whether you decide to mark it as Closed Lost or try to reinvigorate it, that’s up to you!
The recommended deals will change every day based on your latest data, so that you’re always focusing on what matters most.
How to use At Risk Deals?
Navigate to At Risk Deals
From the Atlas home page, click on the Prioritize **panel
You’ll find your Pipeline Matrix (Update your Deal Matrix) on the right side.
If you click on the second tab at the top (named “ At Risk Deals”), you will find a list of opportunities.
What are At Risk Deals based on?
Leveraging artificial intelligence and statistical models, Pod rank all of your active opportunities to identify the ones at risk.
It is based on your available data so you always have the right guidance, including the below parameters:
Size of the deal ($)
Size of the deal (Quantity)
Number of stakeholders engaged / identified
Diversity of stakeholder engaged (role)
Imminence of deal closure
Probability to close
Progress through the pipeline
Number of days since opening vs. deal stage
Number of days since moved to a new stage
Velocity through the pipeline since opening
Number of touchpoints
Number of customer meetings (vs. other touchpoints)
Frequency of touchpoints (avg # of touchpoint per week
Actions you can take on At Risk Deals
Click on a deal card and review the details of the deal: deal name, account name, close date, deal stage, and amount of the opportunity.
Update the signals of your deal to reflect its current state (Leverage your Deal Signals for more details)
Review where it sits in your pipeline matrix (Update your Deal Matrix for more details) to make the best next actions
Mark a deal on your Watchlist to keep an eye out for it
Investigate a deal further with the Jump to button - allowing you to access the details, opportunity timeline, and much more.
When do At Risk Deals help?
At Risk Deals help you to keep an eye our on deals that are slipping.
Sellers in Pod review At Risk Deals at the beginning of the week to make sure you’re taking your eyes off of a potentially exciting deal.
You can also use At Risk Deals ahead of a pipeline review to be ready to tackle any questions your manager could have for you.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!