Pipeline health
Pipeline health lists every deal and AWS invitation that needs a person, most urgent first. CoSell works the list out from its own record of Zoho and Partner Central whenever you open the page, so it is always current and costs no Zoho or AWS calls. The dashboard shows the counts, and each deal's page shows its own findings under Needs attention.
What CoSell checks
| Finding | Severity | When |
|---|---|---|
| AWS asked for changes | Urgent | The review status is Action Required |
| Missing information blocks the sync | Urgent | Required ACE fields are empty in Zoho |
| Last sync failed | Urgent | The last attempt failed or gave up after retries |
| AWS invitation expires soon | Urgent | A pending referral expires within 3 days |
| Close date passed | Urgent once AWS approved the deal, otherwise Review | The target close date is in the past |
| AWS rejected the opportunity | Review | Rejected, and the deal is not closed lost |
| No update in Partner Central | Review | An open ACE record has not changed for 30 days |
| In AWS review for a long time | Review | Submitted or In review for 14 days |
| Zoho and AWS disagree on the stage | Review | The Zoho stage maps to a different ACE stage than AWS has |
| Business problem scores low | Review | The quality coach scores it under 50 before submission |
| Invitation past your response target | Review | A pending referral is past your SLA |
| Registered but never submitted | Minor | In Partner Central for 7 days, still Pending Submission |
| No next steps for AWS | Minor | Next steps are empty |
Closed deals (Launched or Closed Lost) are only checked for sync problems.
Acting on a finding
Each finding has buttons for its fix: open the deal, draft next steps, open the quality coach, ask Partner Central, sync now, open Sync errors, or answer the invitation.
- Snooze 7 days hides a finding for a week.
- Dismiss hides it until its facts change: a new close date or new AWS feedback brings it back.
- Show set aside lists snoozed and dismissed findings, with Show again.
Snoozing and dismissing need a role that can sync deals, and both are recorded in the audit log.
The morning digest
Every morning, from 03:00 UTC (08:30 in India), CoSell checks each workspace. If there are urgent findings it has not reported before, it sends one digest to your notification emails and Slack channel. A finding that clears and comes back is reported again.