Managing partners: surface deals older than six months
Managing partners: surface deals older than six months
Managing partners let aged deals sit untouched, creating pipeline blind spots and stalled forecasts. Scheduled checks log deals to a central sheet and alert coordination so leadership can review.
Overview
Stalled opportunities create forecasting blind spots and let competitors take the lead. This workflow surfaces deals older than six months into a single review spreadsheet and alerts coordination so leadership can triage and act. The result is clearer pipeline visibility, faster handoffs, and fewer missed follow-ups.
Notable Features
- Scan CRM for deals over six months
- Add each aged deal to spreadsheet
- Send alerts to coordination team