deal-health-scoring

Pipeline health scoring calculates a 0–100 composite score for open deals by weighting activity recency, stakeholder coverage, stage-age ratio, competitive signal, and rep forecast accuracy. Deals scoring below 50 are automatically flagged for next-best-action routing.

Yes, pipeline health scoring supports both single-deal scoring and full portfolio scans across sales new-logo and CS expansion contexts. It evaluates CRM-sourced opportunity data to flag deals below 50 and identify the top risk factor for each.

Deal health scoring requires CRM-sourced opportunity data accompanied by an explicit data-as-of timestamp. The calculation aggregates five dimensions: activity recency, stakeholder coverage, stage-age ratio, competitive signal, and rep forecast accuracy history.

Pipeline health scoring flags deals scoring below 50 for escalation to trigger next-best-action recommendation handoff. It provides diagnostic transparency by identifying the dimension-level top risk factor, such as poor stakeholder coverage or aging stage progression, to support deal review conversations.

Yes, deal health scoring applies to both sales new-logo and CS expansion pipeline contexts. It generates analytical input only and integrates an escalation path to route at-risk deals for next-best-action recommendations.

Deal health scoring outputs analytical input only and does not execute automated actions. It requires an explicit data-as-of timestamp from CRM-sourced opportunity data, and its predictive analytics depend on the accuracy of historical rep forecast data within those CRM records.