Deal Risks

Feature overview

The Deal Risks module helps sales teams identify potential risks in active opportunities and learn from historical deals. Each risk is surfaced as an Opportunity Risk record, which contains a title, severity level, confidence score, descriptive text, references (quotes or evidence) and recommended mitigation actions. Intersight tracks all risks across past and current deals and uses that history to proactively alert you when similar patterns appear. The goal is to provide context around why the risk was identified and guide you toward actions that other sales teams have found effective. Risks can be Active, Mitigated or Dismissed.

Key concepts

Using the Deal Risks feature

Accessing risks

1. Navigate to Engage → Risks. The page titled“Identified Deal Risks”  The introductory text explains that Intersight collects and tracks risks from past and current deals, proactively alerting you when new risks arise and offering mitigation strategies based on what has worked for your team.
2. Select the appropriate tab. There are two tabs—Activeand Mitigated.
   • Activeshows all unresolved risks, sorted by severity (High, Medium, Low). If no active risks exist, the page displays “No Active risks have been detected at this time”.
   • Mitigatedlists risks that have been marked as mitigated. If none exist, you see “No Mitigated risks have been detected at this time”.
3. Review risk cards. Each risk appears as a card. The card displays the risk name, severity (Critical/High/Medium/Low), a brief description and a colored tag to represent severity. When you click a card, detailed information appears in the right‑hand panel:
   • Title & Severity- the top of the panel shows the risk name and severity label.
   • Confidence- a percentage representing Intersight’s confidence in the risk. High confidence means the system sees strong signals that the risk is present.
   • Description- narrative explaining why the risk was identified.
   • References- quotes or evidence from calls, emails or transcripts that support the risk. This helps you understand the context behind the risk.
   • Recommended actions- a list of suggested next steps drawn from historical deals. These may include talking points, resources or follow‑up strategies that have proven effective.

Changing a risk’s status

• Mark as mitigated- When you have taken steps to address a risk, select the risk card and click Mitigated. The risk moves from the Active tab to the Mitigated tab.
• Reactivate a mitigated risk- If circumstances change and a mitigated risk becomes active again, go to the Mitigated tab, select the risk and click Reactivate; this moves the risk back to Active tab
• Dismiss a risk- If a risk is no longer relevant, select the risk card and click Dismiss. Dismissed risks are removed from all tabs and cannot be restored.

Sorting and prioritization

Active risks are automatically sorted by severity (High → Medium → Low) when loaded. This ensures that the most critical issues appear at the top of the list, helping you focus on what needs attention. Within each severity, the risks may be further organized by confidence or creation date.

Best practices for using Deal Risks

• Review risks regularly- Check the Active tab frequently to stay ahead of emerging issues. New risks may surface as additional transcripts or emails are ingested.
• Use recommended actions- The recommended actions are derived from what has worked in similar deals; consider integrating them into your outreach to increase win rates.
• Dismiss irrelevancies- If a risk is clearly not applicable, dismiss it to keep your dashboard focused. This also trains the system by indicating which risk patterns are not useful.
• Leverage categories- Pay attention to common risk categories in your analytics to identify systemic issues in your sales processes.

By following these guidelines, you can maximize the value of Intersight’s Deal Risks module- using data‑driven insights to anticipate and mitigate obstacles, leading to smoother deal progression and higher win rates.