Pipeline risk alert: an AI agent that warns you when pipeline coverage drops below plan
The pipeline risk alert tracks pipeline coverage against your targets every day, by team, segment and quarter. When coverage drops below the line you set, it tells the right leader which part of the pipeline is short, what changed and how much new pipeline it would take to recover. You find out while there's still time in the quarter to act.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Every day, with an alert the day coverage crosses your threshold.
- Works in
- Your CRM, your targets, and Slack, Microsoft Teams or email for alerts.
- Waits for a person
- None. Alerts go to the leaders you choose.
- How you know it works
- Days of warning before a shortfall, and quarters that finish on plan.
What it does
- Reads your targets by team, segment and quarter, and the coverage ratio you aim for, such as three times quota.
- Calculates coverage every day from open pipeline, weighted the way your team weights it.
- Spots drops and explains them, such as a large deal lost or a group of deals slipping into next quarter.
- Works out the gap: how much new pipeline it would take to get back to your target ratio.
- Alerts the right leader with the gap, the cause and the deals behind it.
What it hands your team
Mid-market East: fourth-quarter coverage down to 2.1x
- Target
- 3x coverage on a $900,000 quota.
- What changed
- Northwind ($48,000) slipped to the first quarter, and you lost two deals worth $120,000 this week.
- Gap
- $810,000 of new qualified pipeline to get back to 3x.
Example output. The companies and people are made up.
Questions about the pipeline risk alert agent
How is this different from a pipeline dashboard?
A dashboard shows coverage when someone looks. The alert checks every day, explains what changed and tells the right leader without anyone having to look.
What coverage ratio should we use?
The one that matches your win rates. If you win one in three qualified deals, three times coverage is a fair start. We check your history and suggest a ratio.
Can it suggest how to close the gap?
It shows where the shortfall sits and which programs have produced pipeline for that segment before, such as lookalike lists or an ABM program.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.