- Access to the deal, timeline, and linked customer context
- Current stage, owner, value/currency, close timing, and next action
- Permission to inspect related conversations, quotes, and activity
Start with the Deal pulse
The Deal Room summarizes next action, top rule-based risk, and forecast readiness. Forecast readiness requires probability and expected close date; it does not mean the deal will close. Open the displayed reason to see the explanation, recommended action, and cited evidence.
Common health conditions include overdue commitments, no next action, unassigned value, quote awaiting response, stage aging, customer silence, missing probability or close date, and stage-status conflict.
Trace risk across the commercial chain
- 01DiscoverQualified need
Customer problem, evidence, and decision process are understood.
- 02ManageOwned deal
Stage, value, close timing, owner, and next action stay current.
- 03PriceCatalog and pricing
Approved offers and commercial inputs create consistent line items.
- 04ControlReviewed quote
Recipient, terms, totals, presentation, and approvals are verified.
- 05OutcomeBuyer response and next action
Verification, acceptance, questions, and follow-up remain connected.
Review risk in context
- Check the company, primary contact, owner, stage, and stage-entered date.
- Review days in stage and the count of close-date pushes.
- Read recent customer messages, tasks, notes, and quote responses.
- Compare probability and forecast category with that evidence.
- Inspect line items and quotes for scope, value, or currency drift.
- Open History to identify who changed stage, close date, ownership, or outcome and when.
| Signal | Interpretation | Response |
|---|---|---|
| Customer is waiting | Execution risk | Reply or assign the response |
| Stage is stale with no activity | Momentum risk | Requalify the next step or close honestly |
| Probability missing | Data gap | Add evidence-based probability |
| Close date repeatedly pushed | Forecast risk | Reconfirm the decision process |
| Quote pending | Commercial dependency | Review delivery, views, and buyer response |
| Stage and status conflict | Record integrity issue | Correct through governed transition |
Use suggestions with human review
WRKZY may surface suggestions with explanations and cited evidence. Read every source before choosing Apply. Dismiss a suggestion that is stale, misinterprets the customer, or conflicts with governed information. Applying a suggestion changes the record; it is not merely feedback.
Example: a deal looks healthy but is not
A high-value deal may be in Negotiation with 75% probability, yet have no customer activity for 18 days and three close-date pushes. The stage label alone is optimistic. Review the last buyer message, assign a requalification task, and move or close the deal only after the buyer’s current intent is known.
Verify corrective action
After updating the record, refresh the pulse and Work view. The risk should clear only because the underlying condition changed. Confirm the new task, owner, customer event, or transition appears in consolidated activity and durable history.
Escalate integrity problems
If stage and status remain inconsistent, an approval appears stuck, or history does not match the visible state, stop further movement. Preserve the deal identifier, approximate time, expected and actual state, and a redacted screenshot for support.
- Customer evidence read before changing fields
- Risk distinguished from missing data
- Stage aging and close-date pushes checked
- Suggestions verified against cited sources
- Corrective action has owner and due time
- Visible state matches durable history