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.
A deal moving backward in stage looks the same on a dashboard whether the buyer changed or the deal is quietly dying.
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
Zero false positives across a clean deal, a closed deal, and both regression types in the same test set.
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.
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.