---
title: "Focus on deals that need attention"
url: "https://help.outdoo.ai/en/article/focus-on-deals-that-need-attention"
language: "en"
last_updated: "2026-10-23T02:57:00.770Z"
---

# Focus on deals that need attention

Learn how to use Outdoo AI's deal boards to identify high-priority deals, conduct pulse checks on pipeline health, and drill down into specific deals to ensure timely action.

Outdoo AI's deal boards (**Opportunities > Pipelines**) help you identify high-priority deals that need immediate attention. Use them to make sure action plans and resources are in place. We recommend reviewing the board weekly, especially before 1:1s and pipeline reviews.

## Step 1: Review your team's deals

### Filter for open deals

-   Click **Edit Board** and, in the **Filters** section, select the CRM field for "deal status" and set it to "open" (or set "closed won" to false and "closed lost" to false).

### Select the time period

-   Use the date filter to choose a timeframe, such as the current quarter, and switch the view to **Deal**.

### Add filters and group deals

-   Customize the view by adding filters or switching tabs to group deals the way you need.

### Validate totals

-   Make sure the deal count and total amount match your expectations for each tab.

## Step 2: Conduct a pulse check

Examine four key data points to identify areas that need further investigation.

### Activity levels

-   Check the activity column and look for two-way engagement, not just outreach from your team member.

### Activity by stage

-   Check whether activity levels align with the deal stage.

### Next calls

-   Verify that follow-up calls are scheduled and that they are timely enough to maintain momentum.

### Warnings

-   Check the **Warnings** column for AI-generated warnings that flag potential risks.

Tip: If you receive the weekly activity digest email, use it for an overview before diving into the board itself.

## Step 3: Drill down into specific deals

For shortlisted deals, click the deal name to open the deal page and look at the following.

### Check multi-threading

-   In the **Activity** tab, check whether multiple stakeholders are involved.

### Review key interactions

-   Analyze recent emails and calls with key contacts. Confirm whether the back-and-forth reflects a healthy deal.

### Engagement of key titles

-   In the **Activity** and **Deal Pulse** tabs, check that the right decision-makers are active for the current deal stage.

For critical deals, dig deeper to gather more context.

## Step 4: Communicate asynchronously with team members

Address specific concerns before your next meeting.

### Tag team members in comments

-   Add comments on calls and @mention team members to highlight issues or ask questions.

### Focus on strategy

-   Keep follow-up conversations focused on solutions by addressing factual questions asynchronously.

### Set sensitive comments as private

-   Limit a comment's visibility when discussing sensitive topics.

Tip: Encourage team members to tag you in comments for input or to flag issues before your meetings.

## Step 5: Prepare for 1:1s

Tailor your preparation based on the team member's experience.

### Focus on newer team members

-   Pay close attention to every deal.

### Spot check for experienced team members

-   Perform a brief review for your most tenured team members.

### Filter deals by team member

-   Use the board to view individual team members' deals and repeat steps 1 and 2 to stay updated.

## Step 6: Discuss blockers, strategy, and plans

Use your 1:1s or team pipeline reviews to do the following.

### Identify issues

-   Discuss challenges in deals and identify bottlenecks.

### Strategize solutions

-   Brainstorm action plans and determine how to move deals forward.

### Collaborate across teams

-   Tag other team members in comments to share customer context or seek input.

### Align ahead of meetings

-   If meetings spend too much time on fact-checking, revisit these steps and align with team members on how to prepare for future reviews.

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [Create and manage deal boards](https://help.outdoo.ai/en/article/create-and-manage-deal-boards)

-   [How to review deal health](https://help.outdoo.ai/en/article/how-to-review-deal-health)

-   [Review deal activity](https://help.outdoo.ai/en/article/review-deal-activity)