Guide

Deal Health Scoring: Save Deals Before They Slip

At-risk deals rarely announce themselves. Deal health scoring detects problems early so managers can intervene before deals slip.

Signals of At-Risk Deals

•No activity in 7+ days

•No scheduled next step

•Decision moved beyond close date

•Contact unresponsive (no email opens)

•Competition entry detected

•Budget questioned in recent calls

•Key stakeholder departed

•Deal downgraded in size

Build a Deal Health Score

Score each deal on a scale of 1-10 based on signals above. Green (8-10): on track. Yellow (5-7): monitor closely. Red (1-4): at risk.

Automate the scoring in HubSpot or Salesforce. When a deal turns red, auto-notify the manager.

Include deal health in weekly forecast. Are red deals coming back? Or slipping?

Learn to implement deal health scoring with a RevOps consultant.

Get deal health scoring implemented

Build automated deal monitoring to catch at-risk deals early.

Schedule Implementation

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