Deal Risk Analysis

AI
All deals
1
High risk · $48K
2
Medium risk · $137K
2
Low risk · $224K
63
Avg. deal health
Deals by risk
5 of 5
38/100
Cobalt Studio - New Business
High RiskAI assessed
Cobalt Studio · Priya Raghunathan
Open deal
Deal value$48,000
Closing probability34%
Expected close12 Sep 2026
Deal age71 days
AI deal summary

The highest-risk deal in the pipeline. A named competitor, two weeks of silence, no identified decision-maker and two close-date pushes. Deals in this state closed 11% of the time historically.

What's working
  • Proposal opened 4 times
Risks
  • Competitor named on the last callHigh
  • No contact for 14 daysHigh
  • Proposal viewed but never discussedMedium
  • Close date already pushed twiceMedium
Customer engagement
Engagement score22

Last contact: 14 days ago

Timeline
  • 14 days ago
    Proposal viewed

    Fourth view, no response to follow-up.

  • 3 weeks ago
    Discovery call

    Customer mentioned evaluating another vendor.

  • 6 weeks ago
    Deal created

    Inbound from the trade show list.

Next best action

Decide this week: re-engage with a competitive play or mark closed-lost

  • Run a win-back play or disqualify - this deal is consuming forecast credibility
  • If re-engaging, lead with the competitive comparison, not a discount
  • Identify the economic buyer before investing further time