Pipeline contains 20 active deals totaling $1,440,500. 5 deals are stalled, representing $399,500 (28% of pipeline value). Forecast confidence is Medium. Under this client's configured rule, confidence is High below 10% stalled value, Medium between 10–30%, and Low above 30% — an illustrative threshold, set per client during onboarding. Stalled value must fall below $144,050 to reach High confidence under this rule. All 5 stalled deals require attention — see the Stalled Deals table below for deal-by-deal status and recommended actions.
| Deal Name | Rep | Stage | Amount | Stated Probability | Days Stalled | Severity | Recommended Action |
|---|---|---|---|---|---|---|---|
| Meridian Financial Group | Sarah Chen | Proposal Sent | $148,000 | 75% | 24 | CRITICAL | Follow up on contract status. Ask if legal review is complete or if there are blocking concerns. |
| Northbridge Healthcare | Marcus Webb | Negotiating | $92,000 | 60% | 18 | CRITICAL | Re-engage decision maker. Send value reminder or case study. Request a 15-minute check-in. |
| Cascade Technology Partners | Sarah Chen | Demo Completed | $67,500 | 45% | 14 | CRITICAL | Follow up on demo feedback. Ask what questions remain before moving forward. |
| Ironworks Manufacturing Co | Marcus Webb | Demo Scheduled | $54,000 | 30% | 11 | AT RISK | Confirm demo is still scheduled. Send agenda and pre-demo prep materials to increase show rate. |
| Summit Logistics Solutions | Jordan Patel | Conversation Started | $38,000 | 20% | 12 | AT RISK | Re-engage contact with a value-add touchpoint. Ask an open question about their current priority. |
| Stage | Deal Count | Total Value | Stalled Value | % Stalled |
|---|---|---|---|---|
| Proposal Sent | 5 | $479,000 | $148,000 | 30.9% |
| Negotiating | 3 | $293,000 | $92,000 | 31.4% |
| Demo Scheduled | 3 | $157,000 | $54,000 | 34.4% |
| Demo Completed | 3 | $246,500 | $67,500 | 27.4% |
| Conversation Started | 3 | $100,000 | $38,000 | 38.0% |
| Connected | 3 | $165,000 | $0 | 0.0% |
Proposal Sent, Negotiating, Demo Scheduled, and Conversation Started all show stalled-value rates above the pipeline average. Leadership should review whether these concentrations reflect stage-specific process gaps, weak exit criteria, or isolated opportunity conditions.
What's Coming in PIA
Phase 1 (now): PIA identifies stalled deals, recommends the appropriate recovery action, and delivers this report to the CSO/CRO. Read-only CRM access — cannot change or modify any customer data.
Phase 2: PIA drafts the follow-up and notifies the rep directly — one-click approval before anything reaches the prospect.
Phase 3: PIA monitors whether the rep acted and escalates to the CSO/CRO if they didn't — enabling coaching and accountability based on observed behavior, not self-reported updates.
Phase 4: PIA executes follow-ups autonomously within guardrails the client defines — you set the rules once, PIA operates within them.
| Deal Name | Rep | Stage | Amount | Days Since Activity | Recommended Action |
|---|---|---|---|---|---|
| Titan Revenue Partners | Jordan Patel | Connected | $41,000 | 8 |
LeadershipAsk whether this contact has gone quiet, or if outreach simply hasn't resumed since the last touch.
RepRe-engage the contact and confirm whether an active initiative, decision process, and next meeting still exist. Log the buyer-confirmed next step or close the opportunity if no active process remains.
|
| Vertex Capital Group | Marcus Webb | Connected | $58,000 | 9 |
LeadershipCheck whether this was deprioritized intentionally or simply slipped.
RepConfirm whether this was deprioritized intentionally. If an active initiative still exists, log the buyer-confirmed next step; if not, close the opportunity rather than let it sit open.
|
| Deal Name | Rep | Stage | Amount | Days Stalled | Status Note |
|---|---|---|---|---|---|
| Meridian Financial Group | Sarah Chen | Proposal Sent | $148,000 | 30 | No qualifying CRM activity or stage movement detected since prior report. |
| Northbridge Healthcare | Marcus Webb | Negotiating | $92,000 | 24 | No qualifying CRM activity or stage movement detected since prior report. |
| Cascade Technology Partners | Sarah Chen | Demo Completed | $67,500 | 20 | No qualifying CRM activity or stage movement detected since prior report. |
| Ironworks Manufacturing Co | Marcus Webb | Demo Scheduled | $54,000 | 17 | No qualifying CRM activity or stage movement detected since prior report. |
| Summit Logistics Solutions | Jordan Patel | Conversation Started | $38,000 | 18 | No qualifying CRM activity or stage movement detected since prior report. |
This section reflects deals flagged in a prior Pipeline Integrity Report or Daily Pulse that have not shown qualifying CRM activity since. It does not indicate whether a rep took action outside the CRM, or whether the buyer failed to respond.