Preflight check

Stale open deals

Open deals nobody has touched recently for their stage.

Severity
Medium
Dimension
Freshness
CRMs
Attio and HubSpot
Dollar figure
Counted, not priced
01

How Preflight finds it

It takes each open deal’s last touch: last activity if we have it, otherwise the last stage change, otherwise the creation date. It compares that against the stage’s limit:

  • Lead: 14 days.
  • In Progress, or any stage we don’t have a limit for: 30 days.
02

Why it costs you

HubSpot has no single “last activity” field on deals, so Preflight uses the deal’s last-modified date there, and the report says so.

Your reps and your forecast both treat these as live. A month of silence usually means the buyer has moved on, and the longer it sits the less likely a follow-up lands. This check is counted and rated but not priced separately. Stuck deals carry the dollar line.

03

What “fixed” looks like

The automations you name at kickoff, like a task on stage change, are built and tested on a live record. Required fields at each stage mean the next step has to be recorded before a deal moves.

04

How it stays fixed

Radar (coming soon) is being built to flag stalled and gone-dark deals as they happen.

05

Related checks

Find out if your CRM has this.

A free, read-only Preflight runs this check and every other one. Your report within 2 business days of access.