Opportunity Tracking

A practical example

Example: a rep logs a $40,000 opportunity at the proposal stage, links two stakeholders, and sets a follow-up task.

When the prospect goes quiet for two weeks, the CRM flags it as stalled and the manager reviews it in the weekly pipeline meeting.

What to evaluate before investing

• Confirm you can customize deal stages and fields to match your actual sales process, not a fixed template.
• Test whether stalled-deal alerts and required next-step fields can be enforced without manual policing.
• Check how easily reps update deals on mobile, since stale data usually comes from friction at update time.

Limitations and tradeoffs

Tracking only reflects what reps enter; if updates are optional and tedious, the pipeline view degrades quickly and forecasts inherit the gaps.