Connect HubSpot or Zoho. Within minutes, PrismIQ scores every open deal, shows you the revenue at risk in dollars, and tells you exactly what to do about it - today.
Thanks - we'll be in touch within a day.
No activity in 12 days. Close date in 8 days - pushed once already.
Deals silent for 10+ days close at 23% vs your team's 67% rate. Every day without contact increases the chance the prospect has moved on.
$28,000 of this deal's value is at risk of slipping this quarter.
Call the prospect directly today. Don't wait on the last email - open with a new angle.
Close Date Risk - Brightline
Closes in 5 days, health score 44. Now-or-never: get on the phone today.
Stage Stall - Nova Labs
28 days in Proposal. Typical proposal resolves in 10–21 days. No next step logged.
from CRM connect to health scores on every open deal
to the first at-risk deal you didn't know about
Monday morning brief that replaces the pipeline spreadsheet review
How it works
That sentence is the whole product. PrismIQ is built around three moments that turn it from a dashboard into the way you run your pipeline.
First session. You open At-Risk Deals and see one you haven't thought about in 12 days - $35,000, close date in 8 days, pushed once. You put down the coffee and pick up the phone.
7 AM email, four sentences: forecast is down $42K - one deal pushed to next quarter, one closes in 3 days and is at risk. Call that deal today. Read in 90 seconds, before the standup.
You open a deal you reviewed 4 days ago. At the top: "Since your last visit - health score dropped 68 → 44, close date pushed, new risk alert." PrismIQ watched the deal for you.
Deal Health Engine
Four signals from your CRM - activity recency, stage age, close-date stability, data completeness. No black box. Every score comes with a plain-English narrative: which signal is worst, the time reference, and the consequence.
Revenue Attention Engine
"Stale Deal - Acme Corp" is a notification. PrismIQ tells you what the issue is, why it matters to revenue, how many dollars are at stake, and what to do in the next 24 hours. Six alert types, hard-capped at three per day - the urgent ones always break through.
Close Date Risk - Brightline · $52K
Supposed to close in 5 days with a health score of 44. ~20% on-time close rate at this profile. $39K at risk.
Close Date Pushed - Nova Labs · 2nd push
Deals pushed twice close at 28% the rate of on-track deals. Set a realistic date or reduce forecast contribution.
No Follow-up Planned - Meridian · $18K
No open task and silent for 5 days. Unmanaged pipeline converts 30–40% lower. Log a concrete next step.
Revenue At Risk
A $200K deal with a score of 51 matters more than a $1K deal at 48. PrismIQ weights risk by value and condition - critical deals count in full, chronic slippers at 40%, past-due close dates at 100% - so "Revenue At Risk" is a number you can defend to your CEO.
Weekly Revenue MIS
Forecast first - did it go up or down, and why. Then the biggest risk, the best news, and the one action for this week. Generated from your CRM data, delivered before your leadership standup. The 45-minute spreadsheet review, retired.
Forecast is down $42K vs last week - Meridian pushed to next quarter. The biggest risk is Brightline: $52K, closing in 5 days with declining health. Best news: Nova Labs advanced to Negotiation. Recommended focus this week: call Brightline today.
CRM dashboards make you set up filters and interpret charts. PrismIQ delivers the conclusion: which deals, how much money, what changed, what to do.
Managers can't act on "pipeline health: 54." They can act on "4 critical deals worth $95K, and here's the worst one." Every signal is framed in revenue.
Every alert ends with a specific recommended action - not "follow up," but "call the champion to discuss the next milestone, today."
Head of Sales
You run 8–20 reps on a messy CRM. PrismIQ surfaces the at-risk deals with the reason and the dollar amount - in your first session, not after weeks of setup.
"$47K of risk I was unaware of, in the first 15 minutes."
The moment the product pays for itself.
Founder & CEO
You don't want deal-level drill-down. You want "are we on track?" and "what's the single biggest risk to the quarter?" - answered before your leadership standup.
The Monday brief leads with forecast movement
Up or down, by how much, and why - in four sentences.
RevOps
Reps never update close dates and stage probabilities are always optimistic. PrismIQ flags the gaps that actually threaten revenue - with a direct link to fix each one in the CRM.
Hygiene alerts, value-weighted
A missing contact on a $100K deal is a risk signal, not a nag.
Tell you a deal is stale - but not that it's worth $35K, that stale deals like it close at 18% vs 54%, or what to do about it. You build the report; you draw the conclusion.
Built for 100+ rep orgs with dedicated RevOps. Weeks of data training and complex setup before reliable output. Overkill for a 10-rep team that needs answers this week.
Deal risk + revenue impact + recommended action, in a single view, from CRM data alone - within 30 minutes of connecting. No call recording, no training period, no RevOps team required.
OAuth into HubSpot or Zoho. Read-only - PrismIQ never writes to your CRM.
Every open deal gets a health score, a narrative, and a risk classification.
Your Action Center has the top three things to do. Monday brings the first MIS.
We're onboarding a small group of design-partner teams on HubSpot and Zoho. If the first session doesn't show you revenue at risk you didn't know about, don't keep it.
Thanks - we'll be in touch within a day.
No credit card · 5-minute setup · Your CRM stays read-only