Rafiki displays Deal warnings in your Deal dashboard to highlight deals at risk. Warnings surfaced based on the calls and emails with your prospect. Note that the meetings must have been processed on Rafiki for the analytics to work.
IMPORTANT: Rafiki relies on the info in your CRM. If your hygiene isn't up-to-date, Rafiki won't know that a deal has moved stages.
General recommendations
Keep deal risks in mind while creating the Deal dashboard, and create a dashboard based on expected engagement. It is good practice to separate segments with significantly different deal cycles, for example, startups, small & medium businesses, and enterprise accounts.
Choose which parameters you would like to show up in the Deal Dashboard by navigating to Settings > General > Deal Warnings
Not enough contacts
Indicates deals where the number of meeting attendees from the prospects' side is lesser than the configured number of people on the deal.
Note: The indicator does not include deals with no contacts.
High Stakeholders not involved
This warning appears when Rafiki finds deals where nobody of the configured power level is active on the deal, and the deal close date is within the configured amount of time or less.
To warn you of this deal risk, Rafiki looks at titles in your CRM contacts and leads over the last 90 days. If Rafiki can verify at least 75% of the prospective participants' titles are below the rank you defined for the warning, then you receive a warning that there are not enough stakeholders in the deal.
No activity
Indicates deals that have had no activity (meetings picked up by Rafiki) by you or the prospect.
Prospect falls off the radar and stopped responding - Ghosting
Indicates deals where no one on the prospect side has attended a meeting
Deal Overdue
Indicates deals where the expected close date has gone by. The warning alert text is Deal is overdue.
Pricing not mentioned
This warning appears when Rafiki finds deals where nobody has discussed pricing yet, and the deal close date is within the configured amount of time or less.
For this warning, Rafiki looks at topics in meetings for pricing.
BANT discussions
This warning appears when Rafiki finds deals where BANT was discussed in the meeting.
For this warning, Rafiki looks at topics in meetings for Budget, Authority, Need, and Timing.
Competitors mentioned
This warning appears when Rafiki finds deals where Competitors were discussed in the meeting. For this warning, Rafiki looks at topics in meetings for Competitor Mentions.
Next Steps not set up
This warning appears when Rafiki finds deals where Next Steps/Actions Items were not set up after the meeting. For this warning, Rafiki looks at topics in meetings for Next Steps.
Stalled in <Stage> for over X days.
With the Stalled in stage warning, you're alerted of risk when the deal has not moved for the configured X days and progressed to the next stage.
You'll need to reconfigure the warning if you rename or remove a stage in your CRM.