Deal risk
Deal risk (under REVENUE INTELLIGENCE) scores every open deal and lists the ones to work on.
Summary
Section titled “Summary”The bar reads, for example, 17 at risk of 65 deals · CHF 2,525,000 value · CHF 1,372,500 weighted exposure · 14 medium · 3 high · 0 critical · 30 contested — the value at risk, the weighted expected loss if they fail, the severity split and how many deals face a competitor.
Risk factors
Section titled “Risk factors”| Panel | Counts |
|---|---|
| Competition | Deals with a competitor present. |
| Engagement | Quiet deals (no touch in 14+ days). |
| Stakeholders | Deals missing a buying role. |
| Schedule | Deals behind schedule. |
Deals to de-risk
Section titled “Deals to de-risk”The table lists each deal with its Value, a Risk badge (for example high · 64 or medium · 44) and the Why — the reasons it is flagged. What the numbers say restates the figures with a source link. Select Generate brief for a written summary.
