Pipelines and process · One of the first three
Pipeline reports include deals nobody has touched in six months.
Open deals stuck for over 180 days
Why it matters
30% of sampled deals with an explicit open or closed state have not changed in over 180 days. This is operating evidence from the bounded deal sample, not a pipeline configuration defect.
What to do
Run a stuck-deal clean-up.
How to fix it
- Create a deal view: open deals with last modified date more than 180 days ago.
- Review it with each owner and close-lost deals that are no longer live.
- Add a workflow task that prompts owners when a deal has not moved for 60 days.
How we checked this
3 of 10 sampled deals met the stuck-deal rule.
