---
title: 5. Build a Segment for Stalled Opportunities
slug: aug26-cja-b2b-hol/5-build-a-segment-for-stalled-opportunities
docTags: 
createdAt: 2026-08-14T20:26:00.969Z
---

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**

1. Create a new segment named **Stalled Opportunities (YourName)**.
2. Set the **container** to **Opportunity**.
3. 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)
4. Add a **Freeform Table** to your workspace.
5. Drag in **Sales Stage Name** as the dimension.
6. Drag in the **Opportunities** metric.
7. Apply the **Stalled Opportunities** segment to the metric.
8. Right-click the metric heading and select **Visualize > Bar Chart**.

![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_139ee26390578d583b9087032b49ebbf24300bc89.png?width=750\&format=png\&optimize=medium)

![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_1762481307c5c0b33b3da114b7542e5ca20d44b42.png?width=750\&format=png\&optimize=medium)

![](https://main--summit-labs--aemsites.aem.live/analytics/l120/media_11503f171a54b50754825f0ce63d1b72ba941a2d3.png?width=750\&format=png\&optimize=medium)

- 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.
