Section 20 · Sales Rep Work Elimination / Zero-Entry CRM
20.23Stale opportunity detection
Built in the POC- No.
- 20.23
- DMA's reference
- Decision Book p.41
- Phase
- Phase 1
- Autonomy
- L1 · Recommend
- DMA's decision
- Yes
What DMA asked for · Decision Book p.41
Flag opportunities that have gone quiet.
Why it matters to DMA: A deal with no activity is decaying; the sooner someone sees it, the more can be saved.
In our words, from DMA's Product Decision Book v3, page 41.
How we do it
- The stuck-deal rule (17.2): 60 or more days with no activity, note or contact makes an open deal stuck; late-stage deals are high severity.
- Stuck deals appear in Pipeline hygiene with the idle days, and lower the account's place on Today.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
A deal
In Negotiation.
- Nutshell
- Routing
- Stored data
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Nutshell
Source
Deals, contacts, tasks, activities, notes and users.
- 2Sync
Copies Nutshell changes into the bridge database
Keeps the mirror current, so the rules see today's state.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
One open flag per record and problem, with its details and the rule version.
- 4AI
Claude models, only through DMA's own gateway
Not needed for most flags: they are rules. The audit adds what only the notes say.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Flags don't write to Nutshell; fixes happen there, by people (or through the write gate where a field rule allows it).
- 6Nutshell
The system of record
Reps fix the record; the flag closes on the next run.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ai.hygiene_flags | One open flag per record and problem (stuck deal, missing next step, former owner, bad email, duplicate), with severity, details and the rule version. | 10 |
| crm.activities | Calls, meetings and e-mails from Nutshell, mirrored for the timeline. | 21 |
Worked example
Synthetic demo data: every name, business and number is made up.
Live counts, synthetic data.
Stuck deals
| Severity | Deals |
|---|---|
| High (proposal, negotiation) | 45 |
| Medium | 119 |
In the running POC
Pipeline hygiene, filtered to stuck deals.
- 1The stuck-deal filter, with its count.
- 2Severity: high for late-stage deals.
- 3How long the deal has been idle.
Dashboard · Pipeline hygiene, stuck deals. Captured from the running POC on September 25, 2026; synthetic data.
See it live
Opens the exact screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| Pipeline hygiene: stuck deals | DMA AI dashboard | Every stuck deal, highest severity first. |
Status
Built in the POC. This capability runs in the POC today, on synthetic data, end to end.