Pipeline Health & Cold Deal Tagging
Find the deals that look alive on the board but have gone silent, before they wreck your forecast.
A Head of RevOps
at a B2B SaaS company
India
Forsyt Labs
A Revenue Community perk
His pipeline looked healthy right up until the forecast missed, and then he was the one in the room explaining why. Deals sat in Proposal for weeks with zero prospect reply, but because a rep kept logging notes and nudging the stage, they still counted as active revenue. He wanted a system that quietly watched every deal, ignored rep-side busywork, and raised its hand the moment a prospect had actually gone quiet, so RevOps could get ahead of risk instead of getting blamed for it.
Every deal tagged by prospect silence, with a summary widget showing count and value per tier and the total value at risk (COLD + FROZEN). Sorted by days inactive, filterable by tier.
Expand any deal to see the last prospect activity, days inactive, and a missing-action checklist, plus a timeline that shows exactly which events reset the clock (only the prospect reply did).
Overview
Pipeline Health & Cold Deal Tagging sits on top of your CRM and comms and tags every open deal WARM, COOLING, COLD, or FROZEN based purely on prospect-side silence. Only a real inbound signal, an email reply, a meeting accept, an inbound message, resets the clock; rep follow-ups and stage nudges do not. For every cooling-or-worse deal it also surfaces exactly which engagement actions are missing, so reps know what to do next and forecasts stop counting dead weight.
Why we built this
Sales pipelines routinely overstate health. A deal can sit at a stage for weeks with no inbound signal and still read as active revenue, which quietly inflates the forecast and burns rep time on dead deals. The trap is that rep activity, follow-ups, notes, stage edits, makes a deal look busy even when the prospect has ghosted. This plugin measures the only thing that matters, prospect-side response, and makes staleness impossible to hide.
How it works
- 01Connect CRM + comms
Pull active deals from Salesforce, HubSpot, or Pipedrive along with the full email, calendar, and messaging timeline for each. Thresholds are configurable per org and per deal segment (enterprise / SMB / transactional).
- 02Measure prospect silence only
days_inactive = today minus the last prospect-side signal (email reply, meeting accept, or inbound message). Rep follow-ups, CRM notes, and manual stage changes are ignored, they never reset the clock.
- 03Tag into inactivity tiers
Every deal is tagged WARM (<30d), COOLING (30-59d), COLD (60-89d), or FROZEN (90d+), with enterprise-friendly defaults and per-segment overrides. Tags render as colour-coded badges on every deal row.
- 04Surface missing actions + alert
For every cooling-or-worse deal, a checklist flags what is outstanding, no meeting proposed, no follow-up in N days, no response to the last outbound, no stage movement, and reps get an in-app alert the moment a deal turns COLD or FROZEN.
Capabilities
- Four inactivity tiers, WARM / COOLING / COLD / FROZEN, as colour-coded badges on every deal row.
- Only prospect-side signals reset the clock; rep follow-ups, notes, and stage edits are correctly ignored.
- Per-org and per-segment thresholds (enterprise vs SMB vs transactional), configurable without a deploy.
- Missing-action checklist per stalled deal: no meeting, no recent follow-up, no reply, no stage movement.
- Cold Pipeline Summary: deal count and value per tier, plus total value at risk (COLD + FROZEN).
- Week-over-week tier movement, so you see what escalated in the last 7 days.
- In-app alerts on COLD / FROZEN; CRM write-back and a daily rep digest on the roadmap.