For sales ops: Spot overloaded reps and rebalance deals

Sales ops miss idle deals when manual checks let ownership imbalances stall pipeline. Regular allocation scores flag overloaded reps for reassignment, so throughput stays steady.

Overview

Idle deals and uneven ownership choke pipeline health and make forecasts unreliable. This workflow eliminates idle-deal blind spots by keeping allocation scores current so managers can rebalance reps and keep pipeline throughput steady.

Notable Features

Calculate rep idle-deal allocation score
Flag overloaded reps for reassignment
Write allocation scores back to CRM