Review deal risk
See which deals are at risk based on buyer engagement, by stage and amount.
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, using current deal risk information
- 2Context
Avoma Revenue Intelligence reads deal risk scores, deal stages, and opportunity values
- 3Reason
Group open deals into low, medium and high risk by stage, weighted by amount
- 4Act
Show risk distribution by stage, with deal counts and amounts
- 5Human judgment
Manager picks the high-risk deals to inspect first
Native feature
Examine the distribution of low-, medium-, and high-risk opportunities across deal stages to identify where revenue exposure is concentrated.
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
Group open deals into low, medium and high risk by stage, weighted by amount
- 4Act
Show risk distribution by stage, with deal counts and amounts, returned in Claude
- 5Human judgment
Manager picks the high-risk deals to inspect first
Skill
Use the RevOps Intelligence skill in Claude to group open deals into low, medium and high risk by stage with amounts, with recommended next steps.
What good looks like
Risk by stage shows where revenue exposure sits.
Look at late-stage risk first
A high-risk deal in negotiation affects this quarter.
Weigh risk by amount
10 small risky deals can matter less than 1 large one.
Check the signal behind the score
The score tells you where to look, and the calls tell you why.
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.
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