Opportunity Inspection

A practical example

Example: before a forecast call, a manager runs inspection on a stage-4 deal and finds no committee contact in the last 30 days and no next step, so the deal is flagged down a stage rather than argued about.

What to evaluate before investing

• Can the tool automatically surface missing next steps, stale activity, and single-threaded contacts per deal?
• Does it let you define your own inspection criteria, or only fixed health checks?
• Can flagged deals be filtered into a review list without manual export?

Limitations and tradeoffs

Automated checks only verify what the CRM records; if reps log thinly, inspection flags reflect data hygiene as much as deal quality, so criteria must account for logging behavior.