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Sales & Marketing Hub · Feature guide

Review deal follow-up risk with Revenue Rescue and Deal Radar

Prioritise visible open deals using explicit missing-date and stale-activity signals, then inspect the original deal before acting.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Hub → Intelligence desk → deal risk tools; Sales → Deals workspace

Permission

Authorised Sales CRM deal visibility; relevant Sales permission for any subsequent edit

Before you begin

Load the authorised deal page you want to review. These tools summarise that current page; they do not certify the risk of the whole pipeline.

Follow these steps

  1. Open the deal risk view and set the stalled-days threshold for the team’s follow-up process.
  2. Review the visible open deals and the reasons contributing to each risk score.
  3. Open the original deal to verify the next action, expected close date, activity and customer or lead linkage.
  4. Use the permitted Sales CRM action to correct missing follow-up information or create the appropriate shared task.
  5. Refresh the review and confirm the saved source data is reflected.

Fields and options

Stalled days
1–180 days; default 14.
Signals
Missing next action: 30; missing close date: 10; overdue close: 35; stalled activity: 25; missing customer/lead link: 10.
Score
Signals are added and capped at 100 for visible open deals on the current authorised page.

Rules and limits

  • The score is an operational follow-up signal, not a probability of losing or winning revenue.
  • Closed deals and inaccessible records are not a global comparison population.
  • Viewing a risk result does not automatically edit a deal, assign work or send an email.

Check the result

  • Check one scored example against its original fields and dates.
  • Confirm the page scope and threshold before sharing a count with colleagues.

If something does not look right

  • If a deal is missing, check its open state, access and the currently loaded page.
  • A low score does not prove a healthy opportunity; review the commercial context in the original record.

Common questions

Is a score of 80 an 80% chance of loss?

No. It is the capped sum of explicit operational signals.

Does this scan every deal in the company?

No. It evaluates the current authorised deal page.