Pipeline View
Your pipeline is organized by stage with key metrics visible at a glance:- Stage breakdown — Deals grouped by pipeline stage with total amounts
- Color-coded risk — Each deal is color-coded based on its risk assessment
- Filters — Narrow the view by date range, category, rep, or pipeline
- Sort options — Organize by amount, close date, or qualification score
Risk Assessment
Doris flags deals at risk based on multiple signals:| Risk Level | Color | What It Means |
|---|---|---|
| Healthy | Green | Active engagement, strong qualification, on track |
| Moderate | Yellow | Some warning signs — activity gaps, weak qualification areas, or slipping timeline |
| High Risk | Red | Significant concerns — stalled activity, low qualification scores, or negative conversation signals |
- Qualification scores — how well key topics have been covered in conversations
- Activity gaps — how long it’s been since the last meeting or touchpoint
- Conversation signals — unresolved objections, competitor mentions, or negative sentiment from recent calls
Rep Performance
The forecast view also shows rep-level pipeline metrics:- How individual reps’ pipelines compare in size and quality
- Which reps have the healthiest deal distribution
- Where coaching might be needed based on deal health patterns
Forecast accuracy improves as Doris processes more of your meetings. The more conversations captured, the better the risk predictions become.