Drill into any at-risk deal to see the specific risk factors and activity history — so you know exactly what to address.
A red health score tells you a deal is at risk, but not why. This guide walks you through Clari's deal detail view to surface the risk factors, activity timeline, and engagement signals that explain the alert.
You'll leave with a clear picture of what triggered the flag and what action to take next.
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.
Click on the at-risk deal in your My Pipeline view.
In the detail panel, look at the Risk Factors section. Clari lists specific reasons such as 'No activity in 14 days', 'Close date passed', 'No executive engagement', or 'Deal has been in this stage for 21 days'.
Scroll to the Activity Timeline. See the last email, call, or meeting and when it happened.
Check the Engagement Score — how responsive has the customer been? Low engagement is a key risk signal.
Use these insights to decide your next action: call, email, WhatsApp, or escalate to your manager.
Suppose you see [Deal Name] flagged in your pipeline. 1. You click the deal and open the detail panel. 2. Risk Factors shows: • No activity in 14 days • Deal has been in [stage name] for 21 days 3. Activity Timeline reveals the last touchpoint was an email on [date]. 4. Engagement Score indicates low customer responsiveness. 5. You decide to call [contact name] directly and escalate to your manager if needed.
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.