Opportunity Health Report
Track deals in each stage, identify stalled opportunities, and monitor pipeline health
Total Opportunities
15
Active
9
Stalled
5
Won
1
Total Value
$1675K
Stalled Value
$860K
Avg Days/Stage
9.3
Stall Rate
33.3%
Deal distribution across sales stages
Why deals are getting stuck
How long opportunities stay in each stage
- Opportunities
Performance breakdown per representative
- Active
- Stalled
- Won
Active vs stalled opportunities at each sales stage
- Active
- Stalled
Lowest stall rates and highest active opportunity counts
Sarah Lee
SMB Sales
$220K
Pipeline Value
Total
2
Active
2
Stalled
0
Won
0
Stall Rate
0%
Emily Chen
SMB Sales
$75K
Pipeline Value
Total
2
Active
2
Stalled
0
Won
0
Stall Rate
0%
David Martinez
Enterprise Sales
$245K
Pipeline Value
Total
2
Active
2
Stalled
0
Won
0
Stall Rate
0%
John Doe
Enterprise Sales
$125K
Pipeline Value
Total
2
Active
1
Stalled
1
Won
0
Stall Rate
50%
Jennifer Wilson
SMB Sales
$45K
Pipeline Value
Total
1
Active
1
Stalled
0
Won
0
Stall Rate
0%
Complete view of all opportunities with health indicators
| Opportunity | Lead / Rep | Stage | Value | Status | Days in Stage ↓ | Stall Reason | Next Steps |
|---|---|---|---|---|---|---|---|
HIJ Manufacturing - Process AutomationClose: 2026-02-12 | Daniel ClarkMichael Anderson | Negotiation | $180K | Stalled | 25 days | Legal Review | Follow up with legal department |
DEF Ltd - Digital TransformationClose: 2026-03-10 | Michael BrownMichael Anderson | Proposal Sent | $200K | Stalled | 20 days | Pricing Discussions | Send revised quote with discount options |
VWX Solutions - Multi-Year DealClose: 2026-03-15 | James ThompsonJames Wilson | Proposal Sent | $250K | Stalled | 18 days | Budget Constraints | Discuss flexible payment terms |
ABC Corp - Cloud SolutionClose: 2026-02-28 | John SmithJohn Doe | Proposal Sent | $50K | Stalled | 15 days | Waiting for Proposal Approval | Follow-up on proposal approval |
PQR Enterprises - Custom DevelopmentClose: 2026-02-25 | Robert MartinezRobert Taylor | Demo Scheduled | $180K | Stalled | 12 days | Client Needs More Time | Reschedule demo, address concerns |
JKL Industries - Integration ProjectClose: 2026-02-20 | David WilsonDavid Martinez | Negotiation | $150K | Active | 8 days | - | Finalize contract terms |
BCD Holdings - Security UpgradeClose: 2026-03-12 | Thomas WhiteJohn Doe | Qualification | $75K | Active | 7 days | - | Schedule security assessment |
KLM Services - Training PackageClose: 2026-03-08 | Jessica LeeEmily Chen | Proposal Sent | $40K | Active | 6 days | - | Address training requirements |
YZA Tech - Platform MigrationClose: 2026-02-18 | Maria GarciaMaria Garcia | Negotiation | $90K | Active | 6 days | - | Review implementation timeline |
EFG International - Global RolloutClose: 2026-02-22 | Patricia MooreSarah Lee | Demo Scheduled | $120K | Active | 5 days | - | Prepare comprehensive demo |
XYZ Inc - Enterprise PackageClose: 2026-02-15 | Sarah JohnsonSarah Lee | Negotiation | $100K | Active | 5 days | - | Schedule demo with decision makers |
NOP Retail - POS SystemClose: 2026-03-18 | Christopher HallDavid Martinez | Discovery | $95K | Active | 4 days | - | Visit store locations for assessment |
MNO Group - Consulting ServicesClose: 2026-03-05 | Jennifer TaylorJennifer Wilson | Qualification | $45K | Active | 4 days | - | Send case studies and testimonials |
GHI Corp - SaaS PlatformClose: 2026-03-20 | Emily DavisEmily Chen | Discovery | $35K | Active | 3 days | - | Complete needs assessment call |
STU Corp - Annual LicenseClose: 2026-01-28 | Lisa AndersonLisa Brown | Closed Won | $65K | Won | 2 days | - | Begin onboarding process |