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Deal Health

Active

Detect opportunities that are stalled, incomplete or showing risk signals.

Health Model Configuration

Continuous activity stream heuristics
Health ModelEnterprise Deals
Source EntryDeals
Output PropertyDeal Health

Health Signals & Weights

5 active heuristics
No activity for 14+ days
-25
Close date passed
-30
Missing decision maker
-15
Proposal viewed
+10
Recent reply
+15

Pipeline Health Breakdown

Healthy
12
Watch
5
At risk
3

3 deals require prompt operator action to prevent deal slippage past expected target milestones.

Evaluated Opportunities

Live risk diagnoses explaining the root causes for each status classification

Apex Dynamics

$120,000 · Owner: Alex Smith
AT RISK
Diagnostic Reasons
No activity for 19 daysClose date passed
Last touch: 19 days agoInspect deal →

Vanguard Media

$85,000 · Owner: Sarah Chen
WATCH
Diagnostic Reasons
No next task scheduled
Last touch: 6 days agoInspect deal →

Northstar Global

$240,000 · Owner: Alex Smith
HEALTHY
Diagnostic Reasons
Recent replyNext step scheduled
Last touch: TodayInspect deal →

Hyperion Systems

$64,000 · Owner: Marcus Vance
HEALTHY
Diagnostic Reasons
Proposal viewedDecision maker linked
Last touch: YesterdayInspect deal →

Connected to

Operational destinations currently consuming this tool's outputs

3 active links
Flow
Enterprise Sales
Flags stalled cards with amber/red borders
Synced live
Automation
Risk Alert Automation
Pings channel on 14d inactivity
Synced live
Intent
Protect Q4 Retention
Monitors deal slippage risk
Synced live

Tool architecture

Architect data lineage preview
DealsWorkspace Entry
Deal HealthRisk Signal Analyzer
Deal Health StatusHealthy / Watch / At Risk
Enterprise SalesVisual Board Flagging
Risk AlertsManager Notification
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