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Identifying stalled opportunities requires dashboard components that track stage duration, activity velocity, and engagement patterns before deals become lost. Standard Salesforce reports can’t easily identify stalling patterns or create proactive alerts for at-risk opportunities.
Here are the most effective dashboard components for catching stalled deals and how to build an early warning system.
Build proactive stalled opportunity detection using Coefficient
Coefficient provides essential capabilities for building stalled opportunity identification systems that overcome Salesforce’s limitations. You can set up real-time monitoring, combine multiple stalling factors, and create proactive alert systems that catch opportunities before they become lost deals.
How to make it work
Step 1. Import comprehensive opportunity and activity data.
Pull opportunity data, activity records, and task completion information with hourly refreshes to catch stalling opportunities immediately. Include fields for stage duration, last activity date, next steps, and contact engagement metrics.
Step 2. Create stage duration analysis components.
Track days in current stage versus historical stage averages using formulas like `=TODAY()-StageChangeDate` compared to `=AVERAGE(HistoricalStageDuration)`. Flag opportunities that exceed normal stage duration by 50% or more as potential stalling risks.
Step 3. Build activity velocity indicators.
Monitor declining activity frequency and engagement patterns by calculating days since last activity and comparing to historical activity patterns. Create trend indicators that show whether opportunity activity is increasing, stable, or declining over time.
Step 4. Implement multi-factor stalling score calculations.
Create weighted scoring formulas that combine stage duration (40%), activity recency (35%), and contact engagement (25%). Use conditional formatting to highlight high-risk stalled opportunities that need immediate attention from sales reps.
Step 5. Set up automated early warning alerts.
Configure Coefficient’s Slack or email alerts when opportunities meet stalling criteria (e.g., 30+ days in stage with no activity). Create visual risk indicators that automatically update with each refresh to provide instant stalling risk assessment.
Catch stalled deals before they’re lost
The right dashboard components create an early warning system that helps you intervene before stalled opportunities become lost deals. Start building your stalled opportunity detection system with Coefficient.
