Project Name: Revenue Leakage Detector
Category: Revenue Operations (RevOps)
Business Function: Sales Operations → Revenue Operations
Project Type: AI-Powered Revenue Monitoring & Risk Detection Automation
Built With: Make.com, HubSpot CRM, Google Sheets, Gmail, Router Logic, Scheduler
Status: ✅ Production-Ready Portfolio Project
An automated Revenue Operations (RevOps) workflow that continuously monitors sales pipelines, detects revenue leakage risks, alerts stakeholders, updates CRM records, and maintains operational logs to improve pipeline health and forecasting accuracy.
After spending over six years in Enterprise B2B Sales, I realized that many revenue losses don't happen because companies lack leads—they happen because opportunities are forgotten, follow-ups are delayed, deals remain stuck, and no one notices until it's too late.
I built the Revenue Leakage Detector to solve this operational blind spot.
Rather than asking sales managers to manually inspect pipelines every day, this automation continuously monitors CRM activity, identifies predefined revenue risks, automatically routes each case through the correct workflow, notifies the appropriate stakeholders, and creates a structured audit trail.
The objective isn't simply to send reminders—it's to establish a repeatable Revenue Operations process that protects pipeline value, improves accountability, and reduces preventable revenue loss.
This project reflects my transition from Enterprise Sales into Revenue Operations (RevOps), where operational systems become a strategic advantage for revenue teams.
Automatically detect pipeline risks, reduce revenue leakage, improve sales accountability, accelerate follow-up actions, and create a repeatable revenue monitoring system through workflow automation.
One of the largest hidden problems inside B2B sales organizations isn't lead generation.
It's pipeline execution.
Sales teams often lose opportunities because:
- Follow-ups are forgotten
- Deals remain inactive
- Opportunities become stale
- CRM activities aren't updated
- Managers discover problems only during forecast meetings
Instead of relying on manual CRM reviews, this workflow continuously audits pipeline activity, identifies revenue risks, routes each issue based on predefined business rules, notifies stakeholders, updates CRM records, and logs every action automatically.
The entire monitoring process runs on a scheduled interval, creating an always-on Revenue Operations control layer.
Growing sales organizations face several operational challenges:
- Deals receive no follow-up for several days.
- Opportunities become stuck without progress.
- Sales managers lack real-time visibility into pipeline health.
- Revenue risks remain hidden until quarter-end.
- CRM data becomes unreliable.
- Forecast accuracy decreases.
- Manual pipeline reviews consume significant management time.
These issues contribute directly to revenue leakage and reduced sales efficiency.
This automation introduces an automated revenue monitoring layer between CRM activity and sales execution.
Instead of manually reviewing every opportunity, the workflow:
✔ Runs on a scheduled interval
✔ Retrieves active pipeline records
✔ Applies multiple revenue risk rules
✔ Detects inactivity and stalled opportunities
✔ Categorizes revenue leakage scenarios
✔ Routes each scenario through dedicated workflows
✔ Sends automated email alerts
✔ Updates CRM records
✔ Logs every detected event in Google Sheets
The result is a proactive Revenue Operations system that protects pipeline health before revenue is lost.
Scheduler
│
▼
Search CRM Deals
│
▼
Aggregate Pipeline Data
│
▼
Router
┌──────────────┬──────────────┬──────────────┐
│ │ │
▼ ▼ ▼
No Follow-Up Stuck Deal Inactive Pipeline
│ │ │
▼ ▼ ▼
Generate Alert Generate Alert Generate Alert
│ │ │
▼ ▼ ▼
Update CRM Gmail Alert Google Sheets Log
Revenue Leakage Detector
- Make.com
- HubSpot CRM
- Google Sheets
- Gmail
- Scheduler
- Router
- Conditional Filters
- Aggregator
- Variables
This project supports the following RevOps functions:
✅ Sales Operations
- Pipeline Monitoring
- Deal Tracking
- Activity Monitoring
✅ Revenue Operations
- Revenue Leakage Detection
- Risk Classification
- Sales Accountability
- CRM Hygiene
- Operational Visibility
Sales Manager reviews CRM
↓
Finds inactive deals manually
↓
Contacts sales rep
↓
Follow-up happens later
Problems
- Delayed visibility
- Human dependency
- Missed opportunities
- Forecast inaccuracies
Scheduler
↓
Search Active Deals
↓
Evaluate Business Rules
↓
Identify Revenue Risk
↓
Generate Alert
↓
Update CRM
↓
Log Activity
↓
Notify Team
Benefits
- Proactive monitoring
- Faster response
- Consistent governance
- Reduced leakage
- Better forecasting
Scheduler
Runs automatically every defined interval.
HubSpot
Searches active opportunities.
Returns:
- Deal Name
- Owner
- Last Activity
- Deal Stage
- Close Date
Aggregator
Collects deal information.
Prepares dataset for rule evaluation.
Router
Evaluates revenue risk conditions.
Examples:
- No Follow-Up
- Stuck Opportunity
- Pipeline Inactivity
Business Logic
Each route calculates:
- Days since last activity
- Pipeline age
- Revenue risk category
HubSpot
Updates deal properties.
Flags opportunity as At Risk.
Gmail
Automatically sends notification emails.
Google Sheets
Creates audit logs for reporting and historical analysis.
Examples include:
IF Last Activity > 7 Days
↓
Revenue Risk
↓
Notify Sales Owner
↓
Update CRM
↓
Log Event
Additional rules can include:
- Deal stalled in proposal stage
- No meeting booked
- Missing decision maker
- Close date expired
Hidden revenue leakage
Solution
Automated pipeline monitoring
Manual CRM inspection
Solution
Scheduled workflow automation
Delayed follow-ups
Solution
Instant notifications
Poor pipeline visibility
Solution
Centralized reporting and audit logs
Estimated Benefits
✔ Earlier identification of at-risk opportunities
✔ Improved pipeline visibility for managers
✔ Faster sales follow-up
✔ Better CRM hygiene
✔ Reduced manual pipeline reviews
✔ Higher forecasting accuracy
✔ Increased sales accountability
✔ Standardized Revenue Operations monitoring process
- Sales Operations
- Pipeline Monitoring
- CRM Governance
- Workflow Automation
- Revenue Leakage Detection
- Operational Reporting
- Business Rule Engine
- Revenue Intelligence Foundations
- Slack Alerts
- Microsoft Teams Integration
- AI Risk Prediction
- Executive Dashboard
- Pipeline Forecasting
- Territory-Based Escalation
- Deal Health Score
- Customer Success Integration
- Predictive Revenue Analytics
Through this project I learned:
- Scheduled workflow automation
- Pipeline monitoring architecture
- CRM data governance
- Business rule design
- Router and conditional logic
- Operational reporting
- Revenue leakage prevention strategies
- RevOps process automation
- End-to-end workflow documentation
➡️ OmniEngine: Enterprise Lead Orchestrator & Scoring Pipeline
This project expands beyond pipeline monitoring into a multi-source lead orchestration platform featuring Apollo enrichment, AI-powered lead scoring, intelligent routing, CRM synchronization, database logging, and enterprise-grade Revenue Operations automation.