Formula used by the calculator
Monthly value at risk = number of opportunities × average deal value × share of opportunities without proper follow-up × expected close rate.
The annual scenario is the monthly result multiplied by 12. The calculator uses no industry averages, and the result is not a financial promise.
What can you do with the result?
Check which open opportunities do not have the owner, deadline or next step. Then specify the minimum mandatory data set that the sales team maintains with each job.
See what it looks like to switch from Excel to CRM or open the sales team transition checklist.