Pipeline Risk

Scan every open opportunity for the signals that predict a slip: no champion identified, next step older than 14 days, stage unchanged for 3+ weeks, competitor mentioned without a counter-response. The Risk Analyst scores each deal; the Customer Agent validates context from Gong calls; together they produce a weekly pipeline risk report that lands before the Monday forecast call.

Keep Salesforce and your forecast model. Replace the manual deal-review doc, the Clari-lite spreadsheet, and the "how does this feel?" gut-check that surprises you at month-end.

The team

• [[.agents/risk-analyst]] — Risk Analyst (lead). Owns the pipeline risk model: scores every open deal, classifies risk type, and produces the weekly report. Sequences the Customer Agent for deal-specific context.
• [[.agents/customer-agent]] — Customer Agent. Validates risk signals against Gong transcripts, recent email, and CRM activity. Surfaces deal-specific context the risk score can't see.

Recurring rhythm

Cadence	Job	Owner	Output
Weekly (Mon 07:00)	[[.jobs/weekly-pipeline-risk]]	Risk Analyst	Pipeline risk report in /reports/pipeline-risk-<date>.md
Weekly (Mon 08:00)	[[.jobs/weekly-competitor-watch]]	Risk Analyst	Competitor mentions in active deals flagged and cross-referenced
Daily (Mon–Fri 07:00)	[[.jobs/daily-stale-check]]	Risk Analyst	Deals going stale overnight flagged in /alerts/stale.md

How to run the demo

1. Open the [[pipeline-board]] — the Pipeline Risk Board: deals table with risk score, stage, age, champion status, and next-step health; forecast vs. target summary; competitor mention alerts.
2. Check /reports/ — weekly pipeline risk reports the Risk Analyst writes.
3. See /alerts/stale.md — real-time stale deal flags updated daily.

Connectors

Required: Salesforce or HubSpot (opportunities, stages, activity dates), Gong (call transcripts, competitor mentions), Slack (deal Slack channels), HubSpot (deal data). Recommended: Clari or Aviso (forecast baseline), Outreach or Salesloft (sequence activity).

Cross-cabinet: This cabinet is downstream of [[../competitive-intelligence]] — the weekly competitor-watch job cross-references the full competitor landscape when flagging competitor mentions in deals.

Every artifact is a file. The risk report, the stale-deal alerts, and the competitor-watch cut all live in this cabinet — no Salesforce report to configure, no Clari login required.