revenue-at-risk

Revenue at risk

Uses the salesforce-crm, servicenow-itsm and customer360-correlation skills.

Steps

1. Incidents — one ServiceNow query: query(table="incident", query="priority<=2^state<6^ORDERBYpriority", fields="number,short_description,priority,state,company,opened_at", limit=50). If an incident has no company, infer it from short_description/description only when the name is explicit, and say you inferred it.
2. Affected companies — distinct company names from step 1.
3. Pipeline — one SOQL query for all of them: SELECT Account.Name, Name, Amount, StageName, CloseDate FROM Opportunity WHERE IsClosed = false AND Account.Name IN ('A','B',...) ORDER BY Amount DESC LIMIT 100
4. Compute per account: open pipeline total, number of P1 and P2 incidents, nearest close date.
5. Rank accounts by risk: P1 before P2, then pipeline amount, then nearest close date.

Output

• Start with the headline: total pipeline at risk and the number of accounts.
• Table: Account · Pipeline at risk · P1 · P2 · Nearest close date · Key incident(s).
• Then 2–3 recommended actions (e.g. escalate the incident tied to the largest deal closing soonest).
• Format amounts as currency (e.g. $1.2M, $450K). Only show totals computed from records, never untraceable estimates.
• If no high-priority incidents are open, say so and stop.