Deal Trajectory Engine

Start here · 3-minute scan

What needs your attention right now, in the order that matters.

Scan the hero stats — is damage concentrated in a few deals or spread across the pipeline?

Work the top 5 deals — these need action today. Click a row to jump into its full breakdown.

Check stall patterns & rep exposure — where the damage clusters and which reps need coaching.

Review contradictions — deals where rep notes disagree with the data. Read these before any coaching conversation.

Need more depth? Active Pipeline → every deal, filterable · Historical Deal Insights → why deals die and what predicts outcomes

2Top 5 deals that need action today

Highest-priority flagged deals. Click a row to open its full breakdown on the Active Pipeline tab.

3Stall pattern breakdown

Where the flagged deals are clustering today, with the historical recovery rate for each pattern.

3Rep exposure

Top 5 reps by ACV at risk — the coaching lens.

How to use this page

Every active deal, ranked by how urgently it needs attention.

Start at the top. Rows are sorted by composite priority — most likely to stall × most expensive if they do.

Narrow with filters. Stall pattern, health, or confidence. Or search by company, rep, or deal ID.

Click any row to see the evidence, playbook intervention, and a drafted first move for the rep.

Escalate first. Rows tagged Escalate or Notes conflict need a human call before you act on them.

Filter pipeline

Each dropdown supports multiple selections. Combine e.g. Critical + At-risk, or pick two reps to coach side by side.

Pipeline

0 deals shown · sorted by priority

Rank

Deal / Owner

Pattern

Stage · Days

Health

Confidence

ACV

Rep breakdown

ACV at risk by deal owner — click to expand

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What's on this page

Use this when you want to understand the model — why a deal was flagged, or to coach a rep on the underlying patterns.

Four stall patterns — the recurring shapes losses took. Each card has the recovery rate and full playbook.

Signals that drive outcomes — ranked by model weight and shown side-by-side as won vs. lost averages, with statistical strength.

Non-obvious findings — counterintuitive insights from segment and pattern cuts.

This is the why behind every score on the Active Pipeline → tab. The patterns here drive scoring decisions there.

The four ways deals die

Across every lost deal, the behavior clustered into four recurring patterns. Each card shows the historical recovery rate, deal count, and top warning signals — click a card for the full playbook and recovery details.

Behavioral signals that drive deal outcomes

Signals are ranked by how heavily the model weighs them (the "Weight" column). For each one, we show the average value on deals that closed Won vs. those that were Lost — so you can see both which signals matter and how they differ. "Strength" reflects that ranking. Filter by segment to see where the gap is largest.

Strategic insights

Counterintuitive findings that surfaced when cutting the data by segment and stall pattern — the kind of detail a standard scorecard would miss.