Portfolio Pipeline Timeline
At-Risk Deals
| Deal | Sector | Stage | Geo | Amount | Health | ETA Slip | Top Blocker |
|---|
| Deal β | Sector | Stage | $M | Risk | Age | Health | ETA |
|---|
Bottleneck Heatstrip
Stage Cycle Times
| Stage | Avg | P50 | P90 | SLA | Breach% |
|---|
Backlog by Role
Process Timeline β Click a stage to configure its variables
Faster
Slower
Unchanged
Variables β select a stage above
π Click a stage to configure its levers
Scenario Comparison
KPI Definitions
Health Score: SLA risk 35%, doc completeness 25%, approval loops 20%, exceptions 20%.
SLA Burn: days_in_stage / SLA_days Γ 100. Red >90%, Yellow >70%.
Predicted Close: Cohort baseline + doc deficit, loops, cross-border, exceptions, aging adjustments.
Confidence Band: Β±stddev of cohort residuals Γ complexity factor.
SLA Burn: days_in_stage / SLA_days Γ 100. Red >90%, Yellow >70%.
Predicted Close: Cohort baseline + doc deficit, loops, cross-border, exceptions, aging adjustments.
Confidence Band: Β±stddev of cohort residuals Γ complexity factor.
Event Types
DEAL_CREATED Β· STAGE_ENTERED Β· STAGE_EXITED
TASK_CREATED Β· TASK_STARTED Β· TASK_COMPLETED
DOC_REQUESTED Β· DOC_RECEIVED Β· DOC_REJECTED Β· DOC_APPROVED
APPROVAL_REQUESTED Β· APPROVAL_RETURNED Β· APPROVAL_APPROVED
EXCEPTION_RAISED Β· EXCEPTION_CLEARED Β· ESCALATION_TRIGGERED Β· PREDICTION_UPDATED
TASK_CREATED Β· TASK_STARTED Β· TASK_COMPLETED
DOC_REQUESTED Β· DOC_RECEIVED Β· DOC_REJECTED Β· DOC_APPROVED
APPROVAL_REQUESTED Β· APPROVAL_RETURNED Β· APPROVAL_APPROVED
EXCEPTION_RAISED Β· EXCEPTION_CLEARED Β· ESCALATION_TRIGGERED Β· PREDICTION_UPDATED
Stage SLA Configuration
| Stage | SLA | Owner |
|---|
Timeline Computation
Stage Entry: Latest STAGE_ENTERED event.
Stage Exit: First STAGE_EXITED after entry, or "now" if active.
Cycle Time: Exit β Entry in calendar days.
Blockers: Required docs in missing/rejected state, or pending approvals.
Stage Exit: First STAGE_EXITED after entry, or "now" if active.
Cycle Time: Exit β Entry in calendar days.
Blockers: Required docs in missing/rejected state, or pending approvals.