CRM
Pipeline Decay Scorer to Warehouse
Reads the full open pipeline from Postgres, computes a per-deal decay score from inactivity, stage age, and engagement drop, writes scores back.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionRead open pipeline from PostgresPostgres
- LogicCompute per-deal decay score
- ActionWrite scores back to PostgresPostgres
- LogicCheck aggregate decay threshold
- OutputAlert managers in Slack on breachSlack
What it does
Quantifies pipeline rot. It scores every open deal on how badly it has decayed using inactivity, time-in-stage, and falling engagement, persists those scores back to your warehouse for reporting, and pings managers when the overall decay level breaches a set limit.
When to use it
Use it when you run analytics on a Postgres data warehouse and want a defensible, numeric measure of pipeline health rather than gut feel. Ideal for RevOps teams powering dashboards and weekly business reviews.
How it works
- 1A nightly schedule trigger starts the scoring job.
- 2Read all open deal records and their activity timeline from the Postgres pipeline tables.
- 3Compute a decay score per deal blending days idle, stage age, and engagement trend.
- 4Write the scores and a decay tier back to a Postgres scoring table for dashboards.
- 5A threshold check evaluates aggregate pipeline decay; if it crosses the limit, post an alert with the worst offenders to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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