Category: Pipeline Health Severity: Warning Run Frequency: Every 60 minutes
Target System: Salesforce
What It Monitors: Opportunities stuck in the same stage for too long.
How It Works:
Data Source
Salesforce Opportunities
Looks For
Open opportunities not in "Closed Won" or "Closed Lost" stages
Time Window
Last 7 days
Triggers When
3 or more stale opportunities per owner
Groups By
Opportunity owner and stage
Why It Matters: Stale deals need sales attention to move forward or be properly closed.
Recommended Actions:
Review opportunity blockers
Schedule deal review meeting
Update or close stale opportunities
Last updated 1 month ago
Was this helpful?