Use case
Find the stalled deals before they cost you the quarter
The pipeline looks big, but deals sit untouched for weeks and the forecast keeps missing.
For: Sales leaders, RevOps and founders
Why it matters
A pipeline full of stale deals makes the forecast look safer than it is, right up to the last week of the quarter.
Ask in order
Three questions that answer it
Ask them in this order. Each answer sets up the next question.
What is open pipeline value and deal count by stage?
Shows where the value really sits today.
What share of deals reached each stage in the last 6 months?
Finds the stage where deals stall or drop out.
Which open deals over $25k have been open longer than the median?
Gives each owner a short list of large deals to act on this week.
The numbers in these questions are examples. Use the thresholds and time windows that fit your team.
Then follow up
Ask about the chart, not the whole file again
Follow-up questions build on what is already on the canvas, so you don't restate the dataset or the time window.
Break win rate down by owner for the same six months.
Shows whether the leak is a process problem or a coaching one.
Data you need
A CRM deals export with stage, amount, owner, created and close dates, and outcome.
Decision it drives
Which stage to fix first, and which stalled deals to act on this week.
Check the answer
Check every number before you act on it
Open the query behind any chart to see how a number was worked out and which figures it came from. When a question could mean two things, such as gross or net revenue, DashboardGPT asks you which one you mean.
Open the query behind each stage total to see which deals it counts.
FAQ
Common questions
More use cases
Run these three questions on your own export
The playground runs on demo SaaS, e-commerce and website data, so it shows how answers work rather than these exact questions. To ask them of your own export, create an account and upload it. Every new account starts on a free 15-day Team trial, with no card required.