Active Violations
8
Overdue or excessive changes
Compliance Score
73%
Below target (85%)
Date Changes This Month
23
↑ 12 vs last month
System Status
Monitoring Active
All rules enforced
Active Close Date Violations
Requires immediate attentionEnterprise Software License - Close Date Overdue
Close date was January 15th, opportunity still in Negotiation stage. 8 days overdue.
Cloud Migration Services - Excessive Date Changes
Close date changed 4 times in the last 30 days. Exceeds limit of 2 changes per month.
Network Infrastructure - Manager Approval Required
Rep attempting to push close date from Q1 to Q2. Requires manager approval for quarter change.
Security Assessment - Justification Missing
Close date moved forward by 2 weeks without required justification documentation.
73%
Overall Compliance
↓ 12% vs last month
52%
On-Time Close Rate
↓ 18% vs target
2.3
Avg Date Changes
↑ 0.8 vs last month
87%
Rule Adherence
↑ 3% vs last month
Close Date Discipline Rules
Maximum Date Changes Per Month
Limit the number of times a close date can be changed within a 30-day period
Overdue Close Date Alert
Trigger alerts when opportunities pass their close date without status update
Manager Approval for Quarter Changes
Require manager approval when moving close date to a different quarter
Justification Required for Date Changes
Force users to provide justification when changing close dates
Auto-Lock Dates Near Quarter End
Automatically prevent date changes in the last 2 weeks of each quarter
Confidence Score Degradation
Automatically reduce confidence scores when close dates are changed
Recent Close Date Activity
January 23, 2025 - 2:30 PM
VIOLATION: Enterprise Software License
Close date exceeded without update. Opportunity overdue by 8 days. Automatic alert sent to rep and manager.
January 22, 2025 - 4:15 PM
Date Change: Cloud Migration Services
Rep changed close date from Jan 25 to Feb 8. Reason: "Customer requested additional security review". 4th change this month.
January 21, 2025 - 10:45 AM
Manager Override: Network Infrastructure
Manager approved quarter change from Q1 to Q2. Reason: "Budget approval delayed until new fiscal year".
January 20, 2025 - 3:20 PM
VIOLATION: Security Assessment
Attempt to change close date without justification blocked by system. Rep required to provide documentation.
January 19, 2025 - 1:00 PM
Compliance Check: Managed Print Services
Automated compliance check passed. Close date aligned with stage progression and customer timeline.
| Opportunity | Company | Current Close Date | Original Close Date | Changes This Month | Status | Rep | Actions |
|---|---|---|---|---|---|---|---|
| Enterprise Software License | TechCorp Global | Jan 15, 2025 (OVERDUE) | Dec 20, 2024 | 3 | Violation | Sarah Chen | |
| Cloud Migration Services | Regional Healthcare | Feb 8, 2025 | Jan 10, 2025 | 4 | Excessive Changes | Mike Johnson | |
| Security Assessment | Financial Services Co | Mar 15, 2025 | Mar 1, 2025 | 1 | Compliant | Lisa Rodriguez | |
| Network Infrastructure | Manufacturing Inc | Apr 30, 2025 | Jan 31, 2025 | 1 | Pending Approval | David Kim | |
| Managed Print Services | Legal Partnership | Feb 28, 2025 | Feb 28, 2025 | 0 | Compliant | Tom Wilson | |
| Data Recovery Solution | Insurance Group | Mar 10, 2025 | Feb 15, 2025 | 2 | At Limit | Jennifer Adams |