How to
Prioritizing by deal size puts your day into deals that were going to close anyway. The better sort is by what is at stake multiplied by what is going wrong, which surfaces the deals where attention changes the outcome.
Sorting by amount puts the biggest deals first, and the biggest deals are often the ones already going well. Attention there is comfortable and changes nothing.
Sorting by urgency alone is the opposite failure: a small deal about to die outranks a large one quietly slipping.
Take what is at stake and multiply it by what is going wrong. A large deal in commit that has gone silent outranks everything. A large deal scoring well and moving needs nothing from you today.
The category people miss entirely: a deal that is warming up that nobody has called. It is not on fire, so it never reaches a list, and it is the cheapest win available.
Needs a decision today: in commit and going backwards, or a date that has moved three times.
Worth one more push: stuck longer than your winning deals usually take, but the score is rising.
Money on the floor: gained ground recently with no activity since.
Kaypo ranks every open deal by value against risk and sends each rep the top of that list every morning in Slack, with the reason beside each one. Nobody has to build the sort.
Questions
Rank by what is at stake multiplied by what is going wrong, rather than by deal size alone. The deals where attention changes the outcome are rarely the biggest ones.
Deals in commit that are going backwards, deals stuck longer than your winning deals usually take but with a rising score, and deals that gained ground recently with nobody following up.
It arrives in Slack
Every morning, each rep gets one message naming the deals on their own book that moved overnight, biggest mover first, with the reason beside each number and the deals that have gone quiet underneath.
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Related reading
Most pipeline reviews are a rep reading their own CRM aloud. What to ask instead, and how to prepare so the meeting makes decisions.
Every pipeline has deals that are alive and deals being carried. The difference shows in what the buyer did, not the stage somebody dragged the card to.
Every CRM can post to Slack, and almost none of it gets read: the alerts fire on field changes rather than on anything meaningful. What to send instead.
Three ways to build a forecast from what you already have, what each one assumes, and when the disagreement between them is the useful part.
Reviewed September 20, 2026 against the product as it behaves today.