Deal Health Scoring
Deal Health Scoring
Deal Health Scoring gives each active CRM opportunity a health score (0–100) based on conversation activity, response times, sentiment trends, and pipeline stage velocity. Agents and sales managers see at a glance which deals are progressing normally, which are at risk, and which need immediate attention.
Health Score Breakdown
| Score Range | Status | Meaning |
|---|---|---|
| 75–100 | 🟢 Healthy | Active engagement, positive sentiment, on track |
| 50–74 | 🟡 Needs Attention | Slowing engagement or neutral sentiment trend |
| 25–49 | 🟠 At Risk | Declining engagement, negative sentiment, or stalled stage |
| 0–24 | 🔴 Critical | No recent contact, negative signals, or overdue follow-up |
Scoring Factors
- Recency — days since last conversation or CRM touchpoint.
- Sentiment trend — are recent messages more positive or negative than earlier in the deal?
- Response time — how quickly is the contact replying to outreach?
- Stage velocity — is the deal moving forward or stuck in the same pipeline stage?
- Engagement depth — total number of conversations and total messages exchanged.
- Buying signals — recent detection of high-intent phrases boosts the score.
Where to See Deal Health
Deal health scores appear in:
- Agent sidebar CRM panel — visible during any conversation with a contact linked to an open opportunity.
- CRM integration pages (HubSpot, Salesforce, Dynamics 365, Pipedrive) — the deal list includes a Health column with color-coded status.
- Reports → Deal Health — portfolio view of all open deals sorted by health score with drill-down into individual deal history.
Alerts and Actions
Configure alerts in Settings → Deal Health Scoring → Alert Rules:
- Score drop alert — notify the deal owner when a deal's score falls below a threshold.
- Stale deal alert — notify manager when a high-value deal hasn't had activity in N days.
- Auto re-engage — trigger an outbound SMS or email sequence when a deal becomes At Risk.
Syncing Health Scores to Your CRM
Deal health scores can be written back to your CRM as a custom field. This allows your sales team to sort and filter deals by health score directly in HubSpot, Salesforce, or Dynamics 365. Enable under Settings → [Your CRM] → Field Mapping → Deal Health Score.
Requirements
Deal Health Scoring requires an active CRM integration (HubSpot, Salesforce, Dynamics 365, or Pipedrive) with deal/opportunity sync enabled. It is available on the Professional plan and above.
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