| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1060 |
| Technical Name |
jjro_deal_risk |
| License | OPL-1 |
| Website | https://aski.dev |
| Versions | 16.0 17.0 18.0 19.0 |
Deal Risk & Next-Best-Action
A risk radar for your open deals. Every opportunity gets a 0-100 risk score from real signals — no next activity, overdue follow-up, stalled, past close date, no contact — plus the ONE next best action to save it. On one live cockpit. Optional AI. Bring your own API key.
Which deals are quietly dying — and the one action to save each — on one screen.
- No idea which deals are at risk
- No next step scheduled — the silent killer
- Reps guess what to do next
- 0-100 risk score per deal, Hot/Medium/Low
- The signals behind it — not a black box
- The one next action to save each deal
It reads stages, activities and dates from standard CRM — nothing to map per instance.
Act in one click
This is not just a risk score. When a opportunity needs attention, hit Schedule and its next best action lands as a native Odoo activity — assigned to the salesperson, dated and reversible. Or schedule every open deal at once.
The next best action becomes a standard to-do on the opportunity — it shows in the salesperson's Activities and inbox. Nothing custom, nothing to learn.
Schedule a single deal from its row, or handle them all in one go with Schedule all open.
Each activity is created for the right salesperson and due on the deadline you set in configuration.
It is a standard Odoo activity — mark it done, reschedule or delete it anytime. You confirm before anything is created.
Score the risk, see why, act
A 0-100 risk score per open deal from real signals: no next step, overdue follow-up, stalled, past close, no contact.
The signals behind every score, and the band (High / Medium / Low) — so you trust it, not a black box.
The one next best action per deal (schedule a call, update the close date, re-engage), one click to the opportunity.
The deals to rescue
Every open deal ranked by risk, with the signals that flagged it and the single next best action — the exact worklist to save the quarter. One click opens the opportunity.
The risk worklist
A sortable, filterable list of every scored deal with a risk bar, band and next action — filter to High and hand your reps exactly what to save.
Risk, at a glance
High, medium and low counts, average risk and the value at high risk — plus the risk breakdown, so you see the health of your pipeline instantly.
AI risk read — optional, your own key
Add your own Anthropic Claude or OpenAI key and get a short read of which deals to save first and the plays to run, in your language. The module calls the provider directly from your Odoo: no data goes through a third party, and you control the model and the cost. The AI never posts or changes anything. Works standalone or with the author's AI Engine app — one key for the whole suite.
Set it up once
Choose the company, an optional sales team, when a deal counts as stalled or untouched, and the High/Medium thresholds. Add your AI key if you want it — or let the shared AI Engine handle it.
Features
- Act in one click — schedule the next best action as a native Odoo activity on the opportunity, or schedule them all at once. Reversible from each record.
- 0-100 risk score & band — High / Medium / Low, from visible signals.
- The signals — no next step, overdue follow-up, stalled in stage, past close date, no contact.
- The next best action — one concrete step per deal, so reps know exactly what to do.
- Deals to rescue — ranked by risk, one click to the opportunity.
- Risk breakdown — high/medium/low and the value at high risk, at a glance.
- Live cockpit — the risk radar, updated on demand.
- Daily automatic refresh — a scheduled job keeps the radar current.
- AI risk read (optional) — Anthropic Claude or OpenAI, your own key; which to save first and the plays, in your language. Encrypted at rest.
- Works on any Odoo — it reads stages, activities and dates from standard CRM. Community and Enterprise.
- Multilingual — English, Spanish, French, German, Italian and Portuguese (BR).
Perfect for sales managers and reps who want to stop deals from dying — and know exactly what to do about each one.
Keywords: deal risk score, CRM risk radar, opportunity risk score, sales pipeline risk, stalled deals, next best action, deal scoring CRM, lead risk analysis, opportunity health score, at-risk deals, sales forecast risk, CRM pipeline analytics, overdue follow-up alert, stalled opportunity, pipeline risk cockpit, sales deal risk score, AI sales insight, Claude CRM insight, OpenAI deal analysis, CRM early warning, deal probability risk, close date risk, sales rep worklist, opportunity next action.
Palabras clave: riesgo de oportunidades, radar de riesgo CRM, puntuación de riesgo de oportunidad, riesgo del embudo de ventas, oportunidades estancadas, próxima mejor acción, scoring de oportunidades CRM, análisis de riesgo de oportunidades, salud de oportunidades, oportunidades en riesgo, riesgo del pronóstico de ventas, analítica de embudo CRM, alerta de seguimiento vencido, cockpit de riesgo de pipeline, IA, inteligencia artificial, Claude, OpenAI, alerta temprana CRM, probabilidad de cierre, riesgo por fecha de cierre, lista de trabajo de ventas, CRM Odoo.
Permissions & data security
Built to respect Odoo's access model — audited so nothing leaks between users or companies.
- 🏢 Multi-company isolation. Every record and setting is tagged to its company; a user only ever sees the data of the companies they are allowed into. Cross-company access is impossible — verified.
- 🔑 AI key encrypted & admin-only. Your provider key is stored encrypted at rest (Fernet / AES) — the plaintext is never saved — and is readable or editable only by a system administrator.
- 👤 Role-based access. The app respects Odoo's access groups — there is no portal or public exposure. Everything computes on your standard data through the app's own service, so no restricted field is ever surfaced.
- ✅ Secure by design — multi-company isolation; AI key encrypted at rest and admin-only. Audited across the whole suite.
Requires the CRM app. Works with Odoo Community and Enterprise.
More from the author: Aski — ask your Odoo in natural language by chat or voice, and get real figures from your phone. https://aski.dev
Questions, or want a quick personalized demo? Email me at jhonrojas.dev@gmail.com — I am happy to answer questions or set up a short demo.
Support: jhonrojas.dev@gmail.com · License: OPL-1
About the author
Jhon Jairo Rojas Ortiz
Odoo developer · custom modules, integrations & business intelligence
5+ years of hands-on Odoo experience — building and shipping real modules, integrations and analytics for companies across LATAM and Europe. Every app I publish is maintained and supported personally.
Custom Odoo modulesIntegrations & APIsBI & analyticsOdoo 16–19
inConnect on LinkedIn →| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1060 |
| Technical Name |
jjro_deal_risk |
| License | OPL-1 |
| Website | https://aski.dev |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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