Pipeline Risk Radar

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Problem

Sales teams lose revenue because deal risk is discovered too late—signals live across fields and activities, and even when a rep notices risk, there’s no consistent next step to drive action.

Solution

Pipeline Risk Radar adds a lightweight risk layer to Salesforce Opportunities and pairs it with actionable analytics:

A clear risk scoring + slippage + confidence framework

Reports and dashboards that surface pipeline risk instantly

Automation that creates a follow-up Task when a deal becomes high risk

Key features

Risk fields on Opportunities

Risk Score (number)

Slippage Risk (picklist: Low / Medium / High)

Confidence (percent)

Next Best Action (text)

Pipeline Risk Radar dashboard

Pipeline by Stage: pipeline health and distribution

High Risk Deals: a prioritized table filtered to Risk Score ≥ 70

Pipeline by Rep: rep-level visibility for performance and risk concentration

Actionable automation (Flow)

Record-triggered Salesforce Flow watches Opportunities

When Risk Score ≥ 70, it automatically creates a Salesforce Task

Assigned to the Opportunity owner

Linked back to the Opportunity (“Related To”)

Includes a clear subject and optional context (risk score, next step, close date)

How it works (simple flow)

User updates an Opportunity’s Risk Score

Pipeline Risk Radar highlights it as high-risk

Salesforce Flow automatically creates a follow-up Task

Reps work the task inside Salesforce → insight becomes action

Why it matters / impact

Faster follow-ups on risky deals

Less slippage (deals don’t silently drift past close dates)

Clear prioritization for reps and managers

A repeatable system: risk definitions are consistent across the team

Built With

• salesforce-cloud
• tableau-next