Pipeline Risk Analyzer

What it takes in

The inputs you provide on each run, validated before anything executes.

2 tasks, run in order.

Each task passes its result to the next. Here's what each does and what it produces.

1. 01
   Read the open opportunities from the Sales Opportunities table. Exclude any deal marked Closed Won or Closed Lost. For each open deal, assess risk using today's date as the reference and these signals: a close date that has already passed or is imminent, a long gap since the Last Activity Date, a missing or vague Next Step, and a low Win Probability for a late-stage deal (Proposal or Negotiation). Note high-value deals showing any of these. If {{focus}} is provided, narrow or weight the analysis accordingly. Use only data in the table. Present readably, never JSON.

   Expected output

   A readable assessment, no JSON or code blocks: an At-Risk Deals section where each deal shows its name, account, amount, stage, close date, and the specific risk signals detected; and a brief note of which open deals look healthy.
2. 02
   Rank the at-risk deals from Task 1 by a combination of deal amount and severity of risk signals, highest priority first. For each, give a one-line reason it is at risk and a concrete recommended recovery action. Then total the pipeline value at risk. Use only data from Task 1. Present readably, never JSON.

   Expected output

   A readable prioritized list, no JSON or code blocks: each at-risk deal with amount, the one-line risk reason, and a recommended next action, ordered highest priority first, followed by a one-line total of pipeline value at risk.

What you can do with it