Deal stage regression alert (moved backward)

Outcome. The deal owner and manager get notified when a deal moves backward in the pipeline, so a regression gets a reason logged instead of vanishing quietly into the stage history.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-020

flowchart TD
    A[Deal stage changes] --> B[Set Stage Order from stage mapping]
    B --> C{Stage Order less than Stage Order Snapshot?}
    C -->|yes| D[Set Stage Regression Flag = true]
    D --> E[Create task for owner]
    E --> F[Notify owner and manager]
    C -->|no| G[Set Stage Regression Flag = false]
    F --> H[Copy Stage Order into Stage Order Snapshot]
    G --> H

When to use it, when not to

• UseUse it on pipelines with a clear linear stage order where moving backward is unusual and worth a manager's attention.
• UseUse it as the branching companion to deal-hygiene-011's stage-order mapping. This fiche reuses the same stage-to-number pattern to detect direction of movement.
• SkipDo not use it on pipelines where reps regularly move deals back and forth by design, for example a "requalify" step that is a normal loop. The alert becomes noise.
• SkipDo not expect this fiche to explain why the deal regressed. It flags the fact, a human still records the reason.