Playbook · PT1H

How to Calculate ₹ at Risk for Your Sales Pipeline

TL;DR

Formula: (avg deal value × grade conversion rate) summed over overdue leads. For 10-rep Indian B2B SMB: typically ₹2–5 lakh weekly baseline. Compute manually for 2 weeks; automate with Leadkaun past that.

01Why this matters

The bet behind the playbook.

₹ at risk is the single metric that turns sales reviews from activity debates into money conversations. It makes abstract 'overdue follow-up' concrete. Reps work differently when they see their own number. Managers coach differently. Reviews become conversations about recovery.

02What you need first

Gather these before you start.

  • 90 days of closed-won deal data
  • Grade system in place (even manual)
  • Defined staleness SLA per grade
03The steps

Run it in order.

  1. 01

    Compute avg deal value per industry

    Pull last 90 days of closed-won. Sum deal values ÷ count. Example: real estate team sees avg GCV ₹45 lakh.

  2. 02

    Compute conversion rate per grade

    For each grade, count leads that closed ÷ total leads at that grade over same 90 days. Example: Grade A = 10%, Grade B = 5%, Grade C = 2%.

  3. 03

    Compute ₹ per stale lead by grade

    Multiply avg deal value × conversion rate. Grade A real estate: ₹45L × 10% = ₹4.5L per stale lead.

  4. 04

    Count stale leads by grade (per rep)

    Past SLA: Grade A 24h, Grade B 48h, Grade C 7d. Count per rep.

  5. 05

    Sum: ₹ at risk = Σ(count × ₹ per grade)

    Example: 4 Grade A stale × ₹4.5L = ₹18L. Plus 8 Grade B × ₹2.3L = ₹18.4L. Total rep: ₹36.4L.

  6. 06

    Surface in Monday manager review

    Open stand-up: 'Team: ₹4.2L at risk. Priya: ₹1.8L, Rajesh: ₹1.2L, Mohan: ₹1.2L.' Discuss recovery plans per rep.

  7. 07

    Surface in rep Morning Brief

    Rep version: '₹1.8L to recover today — top 3: [lead names]'. Frame as opportunity, not blame.

04Mistakes to avoid

Where teams usually slip.

  • Using best-case deal values instead of medians — inflates the number, reps tune out
  • Shaming reps publicly with the number — destroys adoption
  • Tracking only ₹ at risk without pairing with ₹ recovered
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

Want this running automatically?

Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.