Close Date Past Due Open Deal Review

List open deals whose close date has passed before trusting the forecast. Preparation only, not an account action.

What to provide

Open deals, close dates and the review date.

How it works

1. List open deals with close dates.
2. Compare each close date against the review date.
3. Flag past-due close dates on open deals separately from future ones.
4. Return the review without editing deals.

The output

deal | close_date | review_date | past_due | days_over | forecast_unproved

Worked fictional example

Fictional pipeline has 12 open deals; 3 carry close dates before the review date. The forecast includes all 12 at full probability; the 3 past-due deals overstate expected value until re-dated or closed.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct15 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude45, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia115, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 15, 2026.