> ## Documentation Index
> Fetch the complete documentation index at: https://clearskies.cc/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline Risk Detection

You find out about at-risk deals too late. The CRM says they're on track until they aren't. Reps mention concerns in standup — for the deals they remember. The ones that go quiet across email, Slack, and calls slip out of forecast without anyone noticing. By the time the miss shows up in pipeline review, the window to save them is gone. Pipeline Risk Detection scans every open opportunity continuously and flags the deals that are silent across every channel — pulled from every source, delivered where your team works.

## Data Sources

| Category         | Required | Recommended |
| :--------------- | :------- | :---------- |
| CRM              | ✓        |             |
| Calls            | ✓        |             |
| Email + Calendar |          | ✓           |
| Messaging        |          | ✓           |

**Starter** (required only): a useful risk view based on CRM state and call engagement — deals with low recent activity, missed touchpoints, or stalled stages.

**Full** (required + recommended): the same view, plus important context such as silent email threads, calendar absence, and Slack flags from your team. Same workflow — significantly more signal.

See the [Customer Context Graph](https://clearskies.cc/docs/unifying-gtm-data/customer-context-graph) for how each source feeds the brief.

### Choose your path

| Path                       | Best for                                                                        | Output is delivered                   |
| :------------------------- | :------------------------------------------------------------------------------ | :------------------------------------ |
| Build in Clearskies        | Teams whose daily surface is Slack                                              | To Slack DMs or channels (today)      |
| Build in Claude or ChatGPT | Teams whose daily surface is Claude or ChatGPT, or RevOps testing before deploy | In the Claude or ChatGPT conversation |

## Build in Clearskies

For teams whose daily surface is Slack. Build a scheduled risk scan once and your leadership team gets a prioritized digest of at-risk deals every Monday — delivered to Slack, no manual pipeline review.

### The Workflow

In the Clearskies app, open the workflow builder and describe what you want in plain language:

```text theme={null}
Every Monday at 8 AM, scan all open opportunities using the Clearskies
Context Graph. Flag deals at risk — champion gone dark, no email reply
in 14+ days, no Slack activity on the deal, stage-velocity drift, no
economic buyer access. Post a prioritized digest to #pipeline-risk
with each at-risk deal, the signal that flagged it, and the rep who
owns it.
```

The app configures the trigger (scheduled scan — weekly or daily), the data pulled (your connected sources), and the destination (a leadership channel, per-manager DMs, or per-rep DMs with manager cc). Review and refine before deploying.

### Deploy to Slack

Once deployed, your leadership team sees this in the pipeline-risk channel every Monday morning:

```text theme={null}
Pipeline Risk — Week of May 18
12 open opps scanned · 3 flagged

Acme Corp — $180K renewal + $90K expansion
Owner: @daniel · Close: May 30 (12 days)
Risk: Champion (Sarah Kim) engaged, economic buyer (Mark Chen, VP
Sales) quiet 9 days. New stakeholder David Park joined Acme 3 weeks
ago — not in CRM, no engagement logged.
Action: Confirm economic buyer / decision path before close.

Northwind Industries — $240K renewal
Owner: @priya · Close: Jun 14 (28 days)
Risk: No email reply from any contact in 16 days. Last call May 2.
Slack thread May 8 flagged procurement concerns — no follow-up.
Action: Re-engage this week. Get a real meeting on calendar.

Vortex Labs — $95K new business
Owner: @marcus · Close: May 31 (13 days)
Risk: Stage stuck at proposal for 21 days. No champion identified.
Two contacts but no economic buyer engagement.
Action: Qualify out or get to a decision-maker by Friday.
```

### Customize the rollout

* Adjust risk signals to your team's playbook (no economic buyer, no champion, stage-velocity drift, single-threaded deal)
* Choose recipients (leadership channel, per-manager DM, per-rep DM with manager cc)
* Set cadence (weekly digest, daily scan)
* Tailor the brief format to your team's standard (deal-focused, rep-performance, segment-by-segment)

## Build in Claude or ChatGPT

For teams whose daily surface is Claude or ChatGPT — sales leaders working in either, or RevOps testing the workflow before deploying it to the team. Output appears in your conversation.

### The Prompt

Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs).

```text theme={null}
Using the Clearskies Context Graph, show me which deals in my pipeline
are at risk.

Don't just look at CRM. Surface deals that are silent across every
channel:
- Champion gone dark (no engagement in 14+ days)
- No email reply from any contact
- No Slack activity on the deal
- Stage-velocity drift (stuck longer than typical for that stage)
- No economic buyer access

For each at-risk deal, list the rep, the close date, the signal that
flagged it, and one action to take this week.

Be direct. Prioritize by deal value and urgency.
```

Claude or ChatGPT returns a digest structured like the Slack example above, generated from your data and formatted as a chat response. Refine the prompt to fit how your team works the pipeline.

### Make it yours

* Add `Focus only on deals closing this quarter` to narrow the view to what's currently in forecast.
* Add `Show me which reps have the most at-risk deals` to spot a coaching pattern.
* Add `Compare what reps are reporting in CRM to what the signals show` to surface optimism bias.

### The Skill (Claude)

The `clearskies:pipeline-review` skill in the Clearskies plugin for Claude runs the same workflow on demand: a prioritized risk view across your pipeline, the signal that flagged each deal, and the rep who owns it — all from your Context Graph.

#### Trigger phrases

* "Show me pipeline risk"
* "What deals are at risk this quarter"
* "Where am I most exposed in the pipeline"

#### Customize it for your team

* Match the risk signals to your team's playbook
* Adjust the prioritization (by deal value, close proximity, or stage)
* Layer in coaching context — which reps need help with which deal types

<Tip>
  Want this packaged for your team? [**Reach out**](mailto:support@clearskies.cc) and we'll help you customize the skill to your workflow.
</Tip>

## The Plugin

**Ready to make this part of your team's workflow?** We'll set up the Clearskies plugin with you — Clearskies workflows, Claude skills, all tailored to how your team works.

[**Book 15 minutes →**](https://calendly.com/pouyan/new-meeting)

## Next steps

1. [Sign in to Clearskies](https://app.clearskies.cc/)
2. Connect your data sources
3. Get your [Clearskies MCP server](https://www.clearskies.cc/docs/building-with-clearskies/mcp-server) and try with [Claude](https://www.clearskies.cc/claude) or [ChatGPT](https://www.clearskies.cc/chatgpt)