Deal health
Every open deal gets a health score out of 100, computed live from four signals: whether it has a next action, whether that action is overdue, how recently anything happened, and whether the expected close date has passed.
Updated 2026-07-06
Deal health answers one question at a glance: is this deal moving, or is it drifting? The score starts at 100 and loses points for each warning sign. It is a simple, fixed set of rules — not a prediction model — so you can always see exactly why a deal scored what it did, and exactly what would fix it.
The signals
| Signal | When it fires | Effect on the score |
|---|---|---|
| No next step | The deal has no open next action. | -35 |
| Next action overdue | The open action's due date has passed. | -25 on the first day, growing daily to -40 by day four |
| Gone quiet | No activity on the deal for 7 days, or for 14 or more. | -20 after a week, -30 after two |
| Close date passed | The deal's expected close date is behind you. | -10 |
The result maps to a color: green at 70 and above, amber from 40 to 69, red below 40. A deal that was touched this week and has a next action scheduled scores a clean 100.
Where it shows
Health lives on the deal page, in the rail: a colored bar, the score, and the reasons in plain words — for example "No next step set · quiet for 2+ weeks." When nothing is wrong it says so: "Active this week with a next step. Momentum is good." The AI assistant reads the same score when you ask it about a deal.
The score is recomputed every time you look at it, never stored. Fix the cause — set a next action, log the call you made — and the score recovers immediately.
What to do about a low score
Each signal maps to one move. No next step: set one. Overdue: do it or reschedule it. Quiet: make contact and log it. Close date passed: update the date to something honest. Because the biggest penalties are about the next action, keeping the follow-up loop running is also what keeps deals green.
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