Quickly filter your pipeline to show only at-risk deals with no recent activity — so you know exactly which leads to contact today.
When you manage dozens of open opportunities, deals slip through the cracks. A prospect goes quiet, a close date drifts, or a deal sits in the same stage — and you only notice when it's too late.
Clari flags at-risk deals automatically by analyzing activity gaps, stage stagnation, and close date issues across your entire pipeline. This guide shows you how to filter your view to surface only the deals that need immediate attention, so you can prioritize your day around the most urgent opportunities instead of guessing which leads to chase.
Produce a leadership-ready revenue intelligence report combining pipeline, forecast, win rates, and deal health — replacing manual Excel reports.
Ensure your team has enough pipeline to hit quarterly targets — and take action if coverage is insufficient.
Surface gaps between what reps commit and what Clari's AI predicts — and coach reps on the underlying issues.
Log in to app.clari.com. Your default view is My Pipeline.
Click the Filter icon at the top of the pipeline grid.
Set Health Score = Red OR Yellow. This shows deals Clari has flagged as at-risk or needing attention.
Add a second filter: Last Activity = More than 7 days ago.
The filtered view now shows only deals that are both at-risk and have no recent touchpoint.
Prioritize contacting these deals today before moving to healthy ones.
Imagine you open Clari on Monday morning and see [number] open opportunities in My Pipeline. You apply the filters: — Health Score = Red OR Yellow — Last Activity = More than 7 days ago The grid narrows to [number] deals: 1. [Company A] – Stage: [stage name] – Last Activity: [number] days ago – Health: Red 2. [Company B] – Stage: [stage name] – Last Activity: [number] days ago – Health: Yellow 3. [Company C] – Stage: [stage name] – Last Activity: [number] days ago – Health: Red You now have a clear priority list. You reach out to [Company A] first because the deal is Red and has been silent for [number] days. You work through the remaining deals before moving to healthier opportunities.
In My Pipeline view, click the Filter icon. Set:
— Health Score = Red OR Yellow
— Last Activity = More than 7 days ago
This filters your pipeline to show only deals that Clari has flagged as at-risk AND where you have not had a recent touchpoint.
Prioritise contacting these deals today before moving to healthy ones.
Use Clari analytics to see which lead sources produce your highest conversion rates — and focus your time accordingly.
Identify deals where only one contact at the customer company is engaged — a high-risk situation that needs immediate attention.