Flag the deals quietly going wrong, aging, overdue, next-step-less, or gone quiet, so you can intervene before they are lost.
Define the signals that mark a deal at risk, set your own thresholds, and review the flags at every pipeline review.
| Flag | Threshold (set yours) | What to do when flagged |
|---|---|---|
| Aging | Confirm it is genuinely advancing or move it | |
| Overdue | Reset the date with a real next step or write it off | |
| No next step | Add a defined next step and date immediately | |
| Gone quiet | Re-engage or move toward a decision |
A flagged deal is not automatically lost; it is a deal that needs attention now. Catching a stall early is often the difference between reviving a deal and writing it off, which is why flags beat hoping you will notice.
| Deal | Which flag | The intervention, and by when |
|---|---|---|
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.