How to use the Deal Risk Analyzer.
A deal risk is an evidence-backed concern or missing condition. Avoid turning sparse notes into a confident prediction of loss.
Make the workflow fit your task.
Separate observed risks from missing information in the deal notes. Explain the evidence and potential consequence of each concern, then propose a clarification that could change the assessment.
- What you provide
- Known deal notes and stage criteria.
- What you get
- Evidence-linked risks and missing qualification information.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
The buyer likes the demo, but budget approval and the decision owner are unknown.
Completed example
Risks: unconfirmed budget and decision process. Next step: clarify approval ownership and required evidence.
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Can the tool reliably predict a deal will be lost from sparse notes?
Sparse notes support a limited risk review, not a confident outcome prediction. Keep uncertainty and evidence gaps explicit.
Why does the analysis treat an unknown budget as a confirmed rejection?
Use an unknown status and identify the approval question. Absence of evidence should not be converted into a negative buyer decision.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑