Find at-risk opportunities
Ask the AI assistant which open deals need attention, and understand how risk is scored.
Last updated September 20, 2026
The AI assistant can review your open deals and point out the ones that are at risk. Type Which opportunities are at risk? in the ask bar. There is no at-risk column or badge in the Opportunities list — this analysis is available through the assistant.
What makes a deal at risk
Only open deals are checked (not Closed Won or Closed Lost). A deal is at risk when at least one of these is true. Each reason adds to the deal's risk score, and deals are listed from highest score to lowest.
| Reason | When it applies | Score |
|---|---|---|
| Past close date | The close date is in the past. | +4 |
| Stalled | The opportunity has not been updated for 14 days or more. | +3 |
| Low probability in late stage | The deal is in Proposal or Negotiation with a probability below 50%. | +2 |
| Critical cases | The account has open support cases (New or In Progress) with High or Critical priority. | +2 per case |
| No recent meetings | The deal has meetings, but none in the last 14 days. | +2 |
What to do about it
- Update the Close Date if the timeline has genuinely moved.
- Schedule a meeting with the account to get the deal moving again.
- Check the account's open support cases — unresolved critical issues often block a deal.
- Adjust the Probability (%) so your Weighted Value stays realistic.
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