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Use this page for active-deal review, not prospecting. It helps an owner turn CRM evidence into a ranked queue for human review. A risk indicator is a reason to investigate; it is not a reason to contact someone, update a record, or change a forecast automatically.
Deal risk is a Play. It compares pipeline history, activity, coverage, and dates to make a judgment. A CRM-event Monitor can supply new rows, but it does not calculate or label deal risk.
Shared evidence, ownership, suppression, and contact-safety rules live in Signal playbooks. Apply those rules before any follow-up.

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Ask an agent for a review queue

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Review indicators

Use only evidence your CRM actually records. Set time windows, stage-duration baselines, and escalation owners for the specific pipeline; this page does not impose generic thresholds. For contact and account events outside an active deal, use the trigger-specific guides in Signal playbooks instead of adding another pipeline-risk rule here.

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Produce a reviewable outcome

1

Bound the review

Select one pipeline, a defined set of open deals, and a period whose records the reviewer can access. Do not mix unrelated pipelines or historic deals into the same baseline.
2

Attach the evidence

For each candidate, retain the underlying activity, contact, date-change, stage, or competitive record. Keep missing fields and uncertain matches in the result rather than inferring a cause.
3

Route one owner decision

Return the deal, the indicator, its evidence, and one proposed review for the owner. The owner decides whether to investigate, requalify, update the record, or take no action.
A useful output is a review queue, not an unexplained risk score. Every row should make its evidence and proposed next review visible.