Viability Review Queue

Enterprise Systems

John Smith • $85,000 • Proposal Stage

Forecasted
85% Confidence
High Risk
127 days old, 5 date changes, no recent activity
Stale Overdue 5 Changes
No override set

Regional Bank

Mike Davis • $78,000 • Negotiation Stage

Forecasted
95% Confidence
Viable
Contract in review, strong relationship, budget approved
Contract Budget OK Decision Maker
Override: Viable (3d ago)

TechCorp Solutions

Sarah Johnson • $73,000 • Proposal Stage

Forecasted
70% Confidence
Questionable
Committee decision, multiple vendors, price sensitivity
Committee Price Issue Competition
No override set

City Medical Center

Lisa Chen • $52,000 • Proposal Stage

Forecasted
70% Confidence
Viable
Incumbent advantage, regular contact, proposal submitted
Incumbent Proposal Out Budget Review
Override: Viable (1w ago)

Downtown Legal

Tom Wilson • $31,000 • Discovery Stage

Forecasted
55% Confidence
Questionable
Early stage, no budget discussion, slow progress
No Budget Slow Progress Discovery
Override: Non-Viable (2d ago)

Metro Manufacturing

Lisa Chen • $65,000 • Needs Assessment

Forecasted
80% Confidence
Viable
Growing company, urgent need, direct contact with decision maker
Urgent Need Decision Maker Growing Co.
No override set

Override Guidelines

1
Review System Analysis
Consider all risk factors and system recommendations before overriding
2
Validate with Rep
Discuss with sales rep to understand current opportunity status
3
Document Reasoning
Provide clear justification for override decisions
4
Monitor Outcomes
Track accuracy of override decisions for continuous improvement

Recent Overrides

Regional Bank
Marked as Viable
3d ago
Downtown Legal
Marked as Non-Viable
2d ago
City Medical Center
Marked as Viable
1w ago
Global Industries
Marked as Non-Viable
1w ago

Override Analytics

84%
Accuracy Rate
15
This Month
[Override Accuracy Chart]
Showing accuracy trends over time