Sales

War Room

The command queue for high-value risk, unhandled replies, weak opportunity health, and anything that should not sit quietly overnight.

Opportunity Risk Queue

Clari-style risk visibility based on health, momentum, and qualification gaps.

2 at risk

Studio Package

No stage • No owner

Health 0 • Critical

Decision-maker unclearBudget unknownTimeline unclear

Store X

No stage • No owner

Health 0 • Critical

Decision-maker unclearBudget unknownTimeline unclear

Next Best Actions

Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.

Live from command layerWar Room signals

Next Best Action

Close the no-next-step gaps first, then route high-IQ lead replies into owned follow-up.

2 opportunities have no next step scheduled.

Suggested Moves

Assign owners to any high-IQ lead without a next action.

Move proposal-gate opportunities forward before quote work starts.

Suppress broad marketing on any lead attached to an active opportunity.

Immediate follow-up lane for leads with the strongest readiness signal.

0 urgent

No immediate War Room leads. When Account IQ, Lead IQ, or reply signals spike, they will land here.

A short operator feed of the situations that changed the queue.

Action memory

High-value opportunities

Opportunity Health

2 records are below healthy opportunity momentum.

Unhandled next steps

Follow-Up Policy

2 opportunities are missing a scheduled next move.

High-IQ leads

Lead IQ

0 leads meet immediate follow-up criteria.