Deal risk and the next step

A pipeline full of deals tells you nothing until you know which ones are slipping. KretaOS puts a risk chip on every open deal so you can see that at a glance.

The four chips

• New — the deal is less than a week old. Too early to judge.
• Low — moving at a healthy pace.
• Watch — trending the wrong way. Worth a look this week.
• At-risk — stalling. Do something about it now.

The chip sits on each card on the Deals board and on each deal row on the client's page.

What decides it

Risk comes from the relationship, not from a close date you typed once and forgot. KretaOS looks at:

• How long the deal has sat in its stage. Each stage has a healthy time. Proposal should not sit as long as Discovery, and Negotiation should move fastest of all. A stage of your own gets the same allowance as Discovery.
• The relationship score of the client. A client going quiet drags the deal down with it.
• Overdue follow-ups on that client.
• Open objections the client raised that are still in its memory.

When the AI is available, it weighs these together. When it is not, a fixed rule bands the deal from the same signals, so the chip never goes blank.

The chip is refreshed when the deal changes, for example when you move it to another stage. Moving a stalled deal forward, or having a real conversation with the client, is what brings it back to Low.

Finding the next step

Open the client from the deal card. On its Overview, Next step shows the next open follow-up on that client — the first one due today or later, or, when they have all slipped, the most recent one. If there is none, it reads No follow-up set and offers Tomorrow, In 3 days and Next week. Below it you see Last contact, the Open deal and the Relationship score — the same signals the risk chip reads.

If Next step is empty for an at-risk deal, that is your answer: nobody has lined up the next touch. Ask AI can add one for you — "remind me to call Mehta Exports on Friday".

Ask about it

You can also ask. In Ask AI, try "Which deals are at risk?" or "What's stuck in Proposal?". The AI reads the same board, risk chips included, and lists them by client.

Try it

1. Open Deals and find a card marked Watch or At-risk.
2. Read its last touch and days in stage, then click it to open the client.
3. Check Next step on the client's Overview.
4. Open Ask AI and type "Which deals are at risk?" — then ask it to add a follow-up for the one you will work on first.