Beta

Pipeline Velocity Monitor

Reads your deal stage history and classifies every backward move as healthy re-qualification (the economic buyer or stakeholder changed) or unexplained regression, then flags deals stalled past a time-in-stage threshold and deals with no decision deadline on record. A stage snapshot shows where a deal sits. This shows why it got there.

Any CRM

The problem

A deal moving backward in stage looks the same on a dashboard whether the buyer changed or the deal is quietly dying.

How it works

01Reads deal stage history for every backward move
02Classifies each one as healthy re-qualification or unexplained regression based on whether the economic buyer or stakeholder changed
03Flags deals stalled past a time-in-stage threshold and deals with no decision deadline on record

Verified on real test data

Pipeline Velocity Monitor

A synthetic deal stage-history export: 5 deals, including one healthy re-qualification, one unexplained regression, two stalled deals, and one closed-won deal used to check the tool correctly excludes closed deals from open-pipeline flags.

1/1

Healthy re-qualifications caught

1/1

Unexplained regressions caught

2/2

Stalled deals caught

→Correctly classified a deal that moved from Proposal back to Discovery as healthy re-qualification because the economic buyer changed, and a separate deal that moved from Negotiation back to Evaluation as an unexplained regression because the buyer field stayed identical.
→Flagged both deals sitting past the 30-day stale threshold, one at 41 days, one at 36, while correctly leaving a deal at 21 days in its current stage unflagged.
→Left the closed-won deal out of every stalled and missing-deadline flag despite it having no decision deadline on record and its last stage entered 60 days ago, since closed deals aren't open-pipeline risk.

Zero false positives across a clean deal, a closed deal, and both regression types in the same test set.

See the full test run →

Questions about Pipeline Velocity Monitor

What counts as a healthy re-qualification?

A backward move tied to a real change, like a new economic buyer or stakeholder, not just a stage bumped back with no reason on record.

Does it flag closed deals as stalled?

No, closed deals are excluded from open-pipeline risk flags entirely.

Runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data.

Deploy this in your CRM