Solutions — Pipeline Prioritization
Focus your team on the deals most likely to close
Let AI rank your opportunities, surface stalled deals, and keep your team focused on the prospects that will move the needle—so you close more and waste less.
The challenge
Not every lead deserves the same effort—but most teams treat them that way
EDOs pursue every lead equally, spreading teams thin across many prospects. Without data-driven prioritization, high-value opportunities get the same attention as long shots. The result: overworked staff, missed deadlines on winnable deals, and a pipeline that looks full but doesn't convert. Incenti uses AI to score, rank, and focus your team on the deals that matter most.
AI-Powered Deal Scoring
Know which opportunities deserve your attention
Incenti's machine learning engine ranks every opportunity in your pipeline based on investment size, job creation potential, sector fit, and timeline readiness. Your team sees a clear, data-backed priority list—not a flat spreadsheet of names.
- Multi-factor scoring based on investment, jobs, and sector alignment
- Customizable weighting to match your region's strategic priorities
- Automatic re-scoring as prospect data evolves
- Transparent factor breakdowns for every score
- Priority badges so your team acts on what matters first
Apex Manufacturing Co.
CriticalNovaTech Solutions
HighSilverLine Logistics
MediumBrightPath Energy
StandardSend site package to Apex Manufacturing
J. Rivera · Due Today
Schedule site visit for NovaTech Solutions
M. Chen · Due Tomorrow
Follow up on NovaTech incentive questions
M. Chen · Due Wed
Update SilverLine Logistics proposal
K. Patel · Due Thu
Initial outreach to BrightPath Energy
J. Rivera · Due Fri
Dynamic Priority Worklists
Auto-generated task lists sorted by what matters most
Stop manually triaging your to-do list. Incenti generates priority-sorted worklists for every team member based on deal scores, urgency, and deadlines. When priorities shift, worklists update automatically—keeping everyone aligned on the highest-impact actions.
- Auto-sorted task lists based on deal priority and urgency
- Assignee-specific views so each team member knows their focus
- Due dates and escalation alerts for time-sensitive actions
- Real-time updates as deal scores and stages change
- Workload balancing across your business development team
Pipeline Health Monitoring
Spot stalled deals and pipeline gaps before they cost you
Incenti continuously monitors your pipeline for deals that have stalled, opportunities at risk of being lost, and gaps in your funnel. Proactive alerts and health indicators give your leadership a real-time view of pipeline strength—so problems are solved early, not after the deal is gone.
- Red, yellow, green health indicators for every deal
- Stall detection based on days without activity
- At-risk alerts pushed to deal owners automatically
- Pipeline gap analysis by sector, stage, and region
Healthy
18
At Risk
7
Stalled
3
Apex Manufacturing Co.
Active 2d ago
Meridian Biotech
No activity 14d
ClearWater Industrial
No activity 32d
NovaTech Solutions
Active 1d ago
Scenario A: Current Focus
Pipeline Value
Win Rate
Projected Jobs
Closed Deals
Scenario B: AI-Prioritized
Pipeline Value
Win Rate
Projected Jobs
Closed Deals
Scenario Modeling
Model pipeline outcomes before you commit resources
What if you focused only on top-scored deals? What if you added two more staff? Incenti's scenario modeling lets you run what-if analyses on your pipeline—forecasting investment impact, job creation, and win rates under different strategies. Present data-backed options to leadership, not guesswork.
- Side-by-side scenario comparisons with key metrics
- Forecast investment, jobs, and revenue under different strategies
- Model resource allocation and its effect on win rates
- Export scenarios for board presentations and strategic planning
- Continuous refinement as real outcomes feed back into models
How it works
A smarter way to prioritize your pipeline
Incenti's AI-driven workflow scores, ranks, and focuses your team—then learns from every outcome to get smarter over time.
Score
AI evaluates every opportunity in your pipeline against investment size, job creation, sector fit, and timeline readiness.
Rank
Dynamic prioritization ranks your deals based on your region's strategic criteria, updated in real time as data changes.
Act
Focused worklists tell every team member exactly what to work on next, sorted by priority and urgency.
Optimize
Continuous learning from closed deals and outcomes refines scoring models, improving accuracy over time.
Products used
Six products. One platform. Built for pipeline prioritization.
AI Grading
Score and rank every opportunity automatically based on your region's investment priorities and strategic criteria.
Dashboards
Visualize pipeline health, deal scores, stall alerts, and team performance in real-time dashboards.
Relationship Management
Track contacts, companies, and every interaction to provide context for AI scoring and prioritization.
Project Management
Manage deal stages, priority worklists, and team assignments from scoring through close.
Reports
Generate scenario analyses, pipeline health reports, and board-ready summaries with live data.
AI Assistant
Get intelligent recommendations on next actions, deal insights, and pipeline optimization strategies.
“We stopped treating every lead the same and started letting data guide our effort. Our win rate increased substantially in the first year.”
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Learn moreReady to prioritize what matters?
See how Incenti's pipeline prioritization tools work for your organization, or talk with our team about your specific needs.