5. Build a Segment for Stalled Opportunities
3 min
identify opportunities that are no longer progressing through the pipeline 5 1 objectives in this exercise, you will learn how to create a segment to isolate stalled opportunities by the end, you will be able to identify where deals are sitting idle and focus attention on the stages that require intervention 5 2 activity tensorrack now understands where opportunities drop off and how long they spend in each stage the next priority is to isolate the deals that are still open but have shown no recent stage movement in this exercise, you will create a custom segment called stalled opportunities and use it to visualize where stalled deals are accumulating across the sales funnel steps create a new segment named stalled opportunities (yourname) set the container to opportunity build the segment using the following logic closed won = 0 closed lost = 0 add a new container and include sale stage started = 0 last 60 days (use preset date range) add a freeform table to your workspace drag in sales stage name as the dimension drag in the opportunities metric apply the stalled opportunities segment to the metric right click the metric heading and select visualize > bar chart this segment identifies opportunities that are still open and have not entered a new sales stage in the last 60 days the opportunity container ensures the logic is evaluated at the opportunity level this analysis helps reveal where open deals are sitting idle and where pipeline intervention may be needed most 5 3 checkpoint / reflection you have now isolated stalled opportunities and visualized where they are accumulating across the funnel this shifts the analysis from general pipeline visibility to targeted intervention by identifying where deals are sitting idle, tensorrack can prioritize outreach, align with sales, and take action to re engage opportunities before they are lost
