Close Deals

Manage Deal Risk

Manage Deal Risk

Know which deals are in trouble before the quarter ends — not after.

Know which deals are in trouble before the quarter ends — not after.

of deals that slip were identified as high-risk more than 2 weeks before the slip — with enough lead time to intervene if the signal had been surfaced.

of deals that slip were identified as high-risk more than 2 weeks before the slip — with enough lead time to intervene if the signal had been surfaced.

THE brıef

Most deals that slip or are lost were recoverable — but only if the warning signs were identified early enough to act. Stalled deal stage progression, a champion who stopped responding, a missed technical review meeting, a competitor announcement that changed the evaluation: these are all signals that something is wrong. The agent monitors every active deal for risk indicators and surfaces them with enough lead time to intervene — not as an end-of-quarter post-mortem.

Monitors deal health signals across the entire pipeline

The agent tracks a set of deal health signals for every active opportunity: days since last contact (email, call, or meeting), stage progression velocity (how long the deal has been in the current stage vs. average), email engagement decay (are the contacts opening and responding less frequently than before), number of active stakeholders engaged (single-threaded vs. multi-threaded), competitive intelligence activity at the account (intent spikes for competitor categories), and rep activity patterns (when did the rep last add a note or log a call). Each signal is weighted by its historical correlation with deal loss.

Nexus Partners (Stage 3): Days in stage: 18 (avg 11). Last contact: 12 days ago. Champion email engagement: down 60% vs. week 2. Single-threaded (only 1 active contact). Risk score: 74/100 (High).

Monitors deal health signals across the entire pipeline

The agent tracks a set of deal health signals for every active opportunity: days since last contact (email, call, or meeting), stage progression velocity (how long the deal has been in the current stage vs. average), email engagement decay (are the contacts opening and responding less frequently than before), number of active stakeholders engaged (single-threaded vs. multi-threaded), competitive intelligence activity at the account (intent spikes for competitor categories), and rep activity patterns (when did the rep last add a note or log a call). Each signal is weighted by its historical correlation with deal loss.

Nexus Partners (Stage 3): Days in stage: 18 (avg 11). Last contact: 12 days ago. Champion email engagement: down 60% vs. week 2. Single-threaded (only 1 active contact). Risk score: 74/100 (High).

Classifies risk type and assigns a recommended intervention

Different risk types require different interventions. A stalled deal where the champion went quiet calls for a different response than a deal where the economic buyer was never introduced. The agent classifies each risk by type: engagement drop (champion disengaged), process stall (deal is stuck at a stage gate for too long), competitive risk (a competitor has been tagged and there's been no recent contact), executive alignment risk (economic buyer not yet engaged), and data gap risk (key deal fields like close date or decision criteria are blank). Each risk type has a recommended next action and urgency level.

Nexus Partners risk classification: Primary — engagement drop (champion quiet 12 days). Secondary — single-threaded risk (no CFO engagement). Recommended: 1. Send champion re-engagement with new relevant resource. 2. Request CFO intro from champion by end of week.

Classifies risk type and assigns a recommended intervention

Different risk types require different interventions. A stalled deal where the champion went quiet calls for a different response than a deal where the economic buyer was never introduced. The agent classifies each risk by type: engagement drop (champion disengaged), process stall (deal is stuck at a stage gate for too long), competitive risk (a competitor has been tagged and there's been no recent contact), executive alignment risk (economic buyer not yet engaged), and data gap risk (key deal fields like close date or decision criteria are blank). Each risk type has a recommended next action and urgency level.

Nexus Partners risk classification: Primary — engagement drop (champion quiet 12 days). Secondary — single-threaded risk (no CFO engagement). Recommended: 1. Send champion re-engagement with new relevant resource. 2. Request CFO intro from champion by end of week.

Alerts reps and managers at the right time — not too early, not too late

A deal risk alert on day 2 of a stage is noise. An alert on day 18 when average stage duration is 11 days is actionable. The agent calibrates alert timing to the deal's historical context and the urgency level of the specific risk signal. Reps receive individual deal alerts in their workflow (Slack, email, or CRM task). Managers receive a weekly pipeline health digest showing which deals on their team are high-risk and why. The alert system is designed to create the right amount of urgency — not to create alert fatigue that causes reps to ignore everything.

Rep alert (Jordan K.): 'Nexus Partners — 12 days without contact, engagement down 60%. Risk: high. Recommended: re-engage Jordan M. this week with the G2 analyst report. If no response in 3 days, escalate to manager.'

Alerts reps and managers at the right time — not too early, not too late

A deal risk alert on day 2 of a stage is noise. An alert on day 18 when average stage duration is 11 days is actionable. The agent calibrates alert timing to the deal's historical context and the urgency level of the specific risk signal. Reps receive individual deal alerts in their workflow (Slack, email, or CRM task). Managers receive a weekly pipeline health digest showing which deals on their team are high-risk and why. The alert system is designed to create the right amount of urgency — not to create alert fatigue that causes reps to ignore everything.

Rep alert (Jordan K.): 'Nexus Partners — 12 days without contact, engagement down 60%. Risk: high. Recommended: re-engage Jordan M. this week with the G2 analyst report. If no response in 3 days, escalate to manager.'

Tracks intervention effectiveness and updates risk score in real time

A risk alert is only valuable if it produces an action that changes the deal trajectory. The agent tracks whether the recommended intervention was taken, and updates the risk score in real time as the deal situation changes: if the rep sends the re-engagement email and the champion responds within 24 hours, the engagement risk drops. If 5 days pass with no action and no response, the risk score increases and a manager escalation is triggered. The system rewards intervention and escalates inaction — producing accountability without requiring manual pipeline review calls.

Nexus Partners — intervention tracking: Rep sent re-engagement email (Thursday). Champion responded (Friday, opened case study). Risk score updated: 74 → 41. Stage progression resumed: moved to Stage 4. Escalation: cleared.

Tracks intervention effectiveness and updates risk score in real time

A risk alert is only valuable if it produces an action that changes the deal trajectory. The agent tracks whether the recommended intervention was taken, and updates the risk score in real time as the deal situation changes: if the rep sends the re-engagement email and the champion responds within 24 hours, the engagement risk drops. If 5 days pass with no action and no response, the risk score increases and a manager escalation is triggered. The system rewards intervention and escalates inaction — producing accountability without requiring manual pipeline review calls.

Nexus Partners — intervention tracking: Rep sent re-engagement email (Thursday). Champion responded (Friday, opened case study). Risk score updated: 74 → 41. Stage progression resumed: moved to Stage 4. Escalation: cleared.

Today vs. with

Today vs. with

Manage Deal Risk

Manage Deal Risk

Today

Deal risk is identified in weekly pipeline review calls — by which time, most stalled deals are already in unrecoverable territory.

All at-risk deals look the same to managers — there's no classification of why a deal is at risk, so every intervention is improvised.

After a risk alert, there's no tracking of whether the rep acted and whether it worked — the alert is the end of the process.

With ABM Strategist

Risk signals are monitored continuously and surfaced to reps and managers as soon as they become actionable — weeks before pipeline review.

Risk is classified by type — engagement drop, competitive, process stall — with a specific recommended intervention for each.

Intervention effectiveness is tracked — risk score updates when action is taken, and inaction triggers escalation automatically.

Works with

Works with

No items

No items

Three layers, one platform by Lantern

Three layers, one platform by Lantern

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Every agent runs on three layers: a unified data model, 150+ enrichment providers, and an open-source engine where every decision is auditable.

Data Waterfall

150+ enrichment providers. Sequential routing optimized per segment. The best answer wins. No vendor lock-in.

Agent Engine

Open-source execution engine. Workflows defined in code. Human-in-the-loop checkpoints. Full audit trail on every action.

Revenue Ontology

Every data source normalized into one model. Entity resolution across systems. Relationships stored, not inferred. Schema that evolves with your business.

FAQ

FAQ

How does the agent know what 'normal' stage duration is for calibrating alerts?

Can we customize which risk signals are monitored and their weighting?

Does it distinguish between deals that are intentionally slow vs. genuinely at risk?

Can managers see deal risk across the full team, not just individual deal alerts?

Deals don't die suddenly — they show warning signs. This agent makes sure you see them in time to act.

Deals don't die suddenly — they show warning signs. This agent makes sure you see them in time to act.

USE CASES

Revenue Team

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USE CASES

Revenue Team

Marketing Team

Customer Success

PRICING

Pricing

RESOURCES

Blog

About Lantern

Status

Support

© LANTERN 2025

Terms

Privacy

Linkedin

USE CASES

Revenue Team

Marketing Team

Customer Success

PRICING

Pricing

RESOURCES

Blog

About Lantern

Status

Support

© LANTERN 2025

Terms

Privacy

Linkedin