AI Insights
AI2
Critical2
High priority2
Medium3
Opportunities9 insights
criticalrisk
3 deals worth $184K have gone quiet
Meridian Health, Cobalt Studio and two smaller deals have had no logged contact for 8+ days. Combined, they represent 22% of your committed forecast this quarter.
Why this surfaced: Deals with no contact for 8+ days at Negotiation or later slipped past their close date 64% of the time across your last 4 quarters.
at risk: $184KReview stalled deals
criticalcustomer
Arclight Media usage dropped 12% this quarter
Login frequency and active seats have both declined while an upsell is in flight. The account renews in 74 days.
Why this surfaced: Accounts with a 10%+ usage decline in the quarter before renewal churned at 3.4x the baseline rate.
usage change: -12%View account
highlead
5 high-intent leads have not been contacted in 24 hours
Marcus Whitfield and four others scored above 80 and showed pricing-page intent, but no outreach has been logged since the signal fired.
Why this surfaced: Leads contacted within 24 hours of a pricing-page visit convert 3.1x more often than those contacted after 48 hours.
leads waiting: 5Review scored leads
highdeal
Proposal-to-close time has grown from 12 to 19 days
Average time in the Proposal Sent stage increased 58% over the last two quarters. Eleven deals are currently sitting in this stage beyond 15 days.
Why this surfaced: Correlated with a drop in follow-up activity within 48 hours of proposal delivery, down from 82% to 54% of proposals.
avg. time in stage: 19 daysView pipeline report
opportunityrevenue
Q3 forecast is tracking 8.4% ahead of last quarter
Weighted forecast now stands at $845K against a $920K quota. Commit-category deals have grown $62K week over week, Partners and Northwind Logistics.
Why this surfaced: Based on weighted pipeline across 53 open deals using stage-level historical win rates.
weighted forecast: $845KOpen forecast
opportunityrevenue
$240K of expansion revenue is available in 6 accounts
Six existing customers are at or above 85% seat utilisation with no open expansion deal. Median expansion size in this cohort is $40K.
Why this surfaced: Accounts crossing 85% utilisation accepted an expansion offer 47% of the time within two quarters.
expansion potential: $240KView accounts
opportunitylead
Referral leads convert 2.4x better than paid search
Referrals closed at 51% this quarter against 21% for paid search, yet referrals make up only 9% of new lead volume.
Why this surfaced: Based on 340 leads across six sources over the last two quarters.
conversion advantage: 2.4xView lead report
mediumperformance
Tomas Lindqvist is 24% behind quota with 5 weeks left
Closed-won sits at $96K against a $220K quota. Weighted forecast adds $71K, leaving a $53K gap. Activity volume is 31% below team average.
Why this surfaced: Reps below 80% attainment at this point in the quarter finished below quota in 71% of prior quarters without an intervention.
projected attainment: 76%Open team report
mediumcustomer
Support ticket volume up 34% for Meridian Health
Fourteen tickets opened in the last 30 days against a 30-day average of 10.4, while an expansion deal is in negotiation.
Why this surfaced: Elevated ticket volume during an open expansion reduced win rate by 28% historically.
ticket volume: +34%View tickets