Deal Health
Deal health uses AI to automatically score the state of each Room's deal and detect stalls and risks early. It does not add a new sidebar menu; it appears inside the dashboard, Room report, and workspace settings.
Health Levels
Each Room is evaluated across the following four levels.
| Level | Meaning |
|---|---|
| On track | The deal is progressing actively |
| Mostly healthy | No major issues, but worth watching |
| Needs attention | Signs of stalling; follow-up recommended |
| Action required | The deal is likely in a critical state |
Calculating a score requires a certain amount of viewing data. Rooms with insufficient data are classified as "Insufficient data."
Reviewing on the Dashboard
The "Deal Health" card on the dashboard shows the health distribution across your entire workspace as a bar chart.
- Color bar: Visualizes the number of Rooms at each level as a proportion
- Action-required badge: Displays a count when one or more Rooms require action
- View details: Click to see the number of Rooms with insufficient data and the total Room count
Reviewing in the Room Report
The deal health for each Room is shown at the bottom of that Room's "Report" page.
| Item | Description |
|---|---|
| Health gauge | The current score and evaluation level |
| Score breakdown | The score for each axis, such as activity and engagement |
| Score trend | The health score trend over the last 30 days |
| Detected alerts | Risk signals that currently need attention |
Responding to Alerts
In "Detected alerts," you can review each alert's severity, status, detected time, evidence data, and suggested action.
| Action | Description |
|---|---|
| Draft AI action | Uses the alert and Room context to add an action proposal to Agent Inbox |
| Mark done | Marks the alert as handled and removes it from the current attention list |
"Draft AI action" turns a detected risk into the next seller action. The generated proposal appears in Agent Inbox, where you can review, edit, and approve it.
How Scoring Works
Deal health is evaluated across the following five axes. You can change the weight of each axis in the settings.
| Axis | What it evaluates | Default weight |
|---|---|---|
| Activity | Access frequency to the Room and recent activity | 30% |
| Engagement | File viewing time and page reach rate | 25% |
| Stakeholders | How involved the decision-makers are | 20% |
| Momentum | The deal's momentum (trend of access increasing or decreasing) | 15% |
| Response speed | How quickly messages are replied to | 10% |
Types of Alerts
An alert is triggered when the following conditions are met.
| Alert | Default condition |
|---|---|
| Ghosting | No access for a specified number of days (default: 7 days) |
| Engagement drop | Engagement falls by a specified percentage or more (default: 30%) |
| Unread material | Material remains unread for a specified time after upload (default: 72 hours) |
| Champion disengagement | A key stakeholder has not accessed for a specified number of days (default: 14 days) |
Customizing Settings
You can customize the following from Workspace settings → Sales Analytics → Deal Health.
Scoring Weights
Set the weight of the five axes as percentages. Adjust them so the total adds up to 100%.
Alert Thresholds
You can change the conditions (days, hours, percentages) that trigger each alert.
Score Range Boundaries
| Boundary | Default value |
|---|---|
| Lower bound for On track | 80 points |
| Lower bound for Mostly healthy | 60 points |
| Lower bound for Needs attention | 40 points |
Notification Settings
You can set the notification recipients when an alert occurs (Room owner / all members) and which severity levels to notify about.
After changing settings, click "Save settings." You can revert to the initial values with "Reset to default."