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Pipeline Risk Scanner

Proactive risk management for improved forecast accuracy. Continuously analyzes open opportunities to identify and address at-risk deals.
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What does it mean for you?

Enables managers and reps to intervene early with targeted actions, improving forecast accuracy, reducing last‑minute slippage, and accelerating deal velocity through proactive risk management.

How it works?

Continuously analyzes open opportunities for leading risk signals—such as stalled activity against stage‑specific SLAs, lack of next steps, no executive/economic buyer engagement, single‑threading, weak email/meeting cadence, negative sentiment in call notes, close date churn, discount/exceptions late in cycle, and low mutual action plan progress—and posts a ranked list of at‑risk deals with reasons and owner alerts.

Overview
Sales Enablement
by cassidy

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  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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