Use this walkthrough when an opportunity is important enough that silence or stale stage data should trigger review.
Real-life example
Metro Equipment has a $48,000 opportunity in proposal review. The expected close date is this week, but the last customer activity was 12 days ago and there is no next task. Vertiqa should flag the deal before the pipeline report is already wrong.
Setup
- Make sure opportunities have value, stage, owner, close date, and related account data.
- Log customer activities and proposal events against the opportunity or account.
- Ask an admin to enable the deal-risk or stale-opportunity sweep.
- Confirm policy allows evidence review and proposed next actions.
Run and inspect
Run the sweep manually or wait for its schedule. Check Agent Runs for run history, then open Command Center.
What you should expect to see
The queue item should explain the risk clearly. Strong evidence includes:
- opportunity value,
- close date,
- current stage,
- days since last customer activity,
- missing next step,
- related quote or proposal,
- owner or team.
Operator action
Open the opportunity and choose the appropriate action:
- add or update the next step,
- create a task,
- schedule a meeting,
- update the stage,
- revise close date,
- escalate to a manager,
- dismiss if the deal is already handled elsewhere.
Failure paths
If the item is wrong, fix the opportunity data first. Common causes are old close dates, missing activities, stale stage, or an owner mismatch.
If too many deals appear, tune thresholds by value, stage, or age.
If no item appears for an obviously risky deal, confirm the sweep can read opportunity, activity, and quote evidence.
Success criteria
The opportunity has a current next step, a clear owner action, or an explicit decision to dismiss the risk. Revenue risk is no longer hidden inside stale CRM data.