Deal risk

ASTRO gives every open deal a risk score from warning signs, and lists the risky ones on Deals at risk. Deal risk sets how much each sign counts and from which score a deal is at risk.

The signs

  • No recent activity: the time since the last activity is over one and a half times the usual for the stage.
  • Stuck in the stage: days in the stage are over one and a half times your median for it.
  • Close date slipped: the close date moved later. Once counts half, twice or more counts in full.
  • No next action: nothing is set as the next action.
  • No decision maker: none of the company's contacts holds the decision maker role.
  • Overdue follow-ups: the deal has a follow-up past its date.

Change the weights

  1. Open Administration > Deal risk.
  2. Give each sign a whole number from 0 to 100. 0 means the sign does not count.
  3. Set At risk from a score of (1 to 100).
  4. Select Save. New scores use the weights within a minute.

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