Trend Warnings and Workflow Signals
Workflow signals monitor process compliance, SLA adherence, and deal trajectory.Signal Types
| Signal Type | Family | Severity | Description |
|---|---|---|---|
sla_breach_warning | WORKFLOW | WARNING | Play or task approaching SLA breach (default: 7 days overdue) |
deal_off_track | WORKFLOW | WARNING | Composite: insufficient contacts, stale activity, low score |
deal_on_track | WORKFLOW | INFO | Positive signal: deal meeting all health criteria |
Deal Track Composite
A deal is evaluated as on-track or off-track using three dimensions:| Dimension | On-Track Threshold | Off-Track Threshold |
|---|---|---|
| Contact coverage | ≥ 3 contacts | under 3 contacts |
| Activity recency | Activity within 14 days | No activity over 14 days |
| Composite score | Score ≥ 60 | Score under 60 |
Threshold Configuration
| Parameter | Default | Description |
|---|---|---|
sla_days_overdue | 7 | Days overdue before SLA breach warning |
deal_track_healthy_contacts | 3 | Minimum contacts for on-track |
deal_track_activity_days | 14 | Maximum days since activity for on-track |
deal_track_min_score | 60 | Minimum composite score for on-track |
Score Trend Signals
The velocity rules track score momentum:| Rule | Period | Trigger |
|---|---|---|
| VEL-006 | 7-day score change | Triggered when delta ≥ 10 points |
| VEL-010 | 30-day score change | Triggered when delta ≥ 10 points |
Expiration
Signals auto-expire when:- The
expires_attimestamp is past - The signal state is not already terminal (RESOLVED, EXPIRED, SUPPRESSED)
checkExpiration function in the lifecycle engine evaluates this on each refresh cycle.