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Stale Pipeline Dashboard
Ryan Baer avatar
Written by Ryan Baer
Updated over a week ago

Surface calls to action for 'Stale' Opportunities that have either been in their current stage for too long or were created too long ago and haven't closed yet. You can also add a filter on Probability if you desire. Inputs for configuring this dashboard are:

  • Number of days in current stage for something to be Stale

  • Total days since Opportunity Creation to be Stale

  • Probability threshold for identifying Stale Opportunities [Optional]

Dashboard Components:

  • Stale Pipeline ARR for Current Quarter, Next Quarter, and Next FY

  • Stale Pipeline by Stage for Current Quarter, Next Quarter, and Next FY

  • Stale Pipeline by Opportunity Owner for Current Quarter, Next Quarter, and Next FY

  • Full list of all Stale Opportunities, Amounts, and Next Steps for Current Quarter, Next Quarter, and Next FY

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