Deals at risk
ASTRO scores every open deal for risk from its activity, the time it has spent in its stage, its close date, its next action, its contacts and its follow-ups. This screen lists the deals at risk, with the reasons, so you know which ones need attention first.
Work through the list
- Open it from the Deals at risk tile on the dashboard.
- Choose Mine or Team, and the level: All, High or Medium.
- Each card shows the deal, its score and level, the company, the stage, the owner, and the reasons, for example no activity for a while or a close date that has passed.
- Select the deal's name to open it and deal with what the reasons point at: log the call, set a next action, schedule a follow-up or move the close date.
- Show more loads the next deals.
The score follows the deal, so a deal leaves the list once its problems are dealt with. Your company's administrator decides how the score is weighed.
The pipeline list has the same view: its Risk filter with At risk.