Focus pipeline reviews
Rank open deals by risk, size and movement, so the pipeline review starts with the deals that need a decision.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
On demand, for a selected reporting period
- 2Context
Avoma Revenue Intelligence reads pipeline snapshots, deal amounts, close dates, and deal status
- 3Reason
Rank deals by size, risk and time pressure
- 4Act
Build a ranked list of deals to review, with the reason for each
- 5Human judgment
Manager decides how to spend review time
Native feature
Identify deals responsible for significant pipeline changes, including opportunities pushed out, pulled forward, lost, or reduced in value, so managers can focus reviews on the movements that matter most.
How this works
Shown for:
- 1Trigger
On the schedule you set
- 2Context
An Ask Avoma scheduled prompt (Avoma agentic platform) reads stage, days in stage, close date, deal size, recent activity, risk signals
- 3Reason
Rank deals by size, risk and time pressure
- 4Act
Build a ranked list of deals to review, with the reason for each, delivered to email, Slack or Teams
- 5Human judgment
Manager decides how to spend review time
Scheduled workflow
A saved prompt runs on the cadence you choose and will produce a ranked list of deals to review with the reason for each. Results go to email, Slack or Teams.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Rank deals by size, risk and time pressure
- 4Act
Build a ranked list of deals to review, with the reason for each, returned in Claude
- 5Human judgment
Manager decides how to spend review time
Skill
Use the RevOps Intelligence skill in Claude to produce a ranked list of deals to review with the reason for each, with recommended next steps.
What good looks like
Review time belongs to the deals that moved or need a call from you.
Start with deals that changed
Pushed and shrinking deals carry the most forecast risk.
Give every deal on the list a reason
A reason turns the review into a decision.
Cap the list at 10 deals
A 40-deal review ends before it reaches the deals that matter.
Customer stories
What teams say
I was able to start using Avoma for pipeline reviews with my team right away. It was more convenient than our previous process.
It helps managers identify opportunities and churn risks by looking at a single report instead of having to sit in on additional meetings.
What’s stopping you from turning every conversation into actionable work?
