Deal Health Score Calculator
Created by
ElasticFlow Team
Verified Creator
Last update
Setup time
20 minutes
What You Get
Objective health score for every deal
Identify at-risk deals before they fail
Understand exactly what's wrong with unhealthy deals
Integrations Used
Deal Health Score Calculator
Calculate comprehensive deal health scores from activity, engagement, and process adherence. Prioritize coaching and intervention.
The Problem
What you're dealing with
All deals look equal in CRM
Risk assessment is gut-feel
Managers inspect the wrong deals
Health factors aren't visible
The Solution
How we fix it
Multi-factor health scoring
Factor-by-factor breakdown
Risk-based prioritization
Intervention recommendations
Deal Health Score Calculator
Calculate comprehensive deal health scores from activity, engagement, and process adherence. Prioritize coaching and intervention.
Deal Health Dashboard
Health scores with contributing factors
Deal Risk
$615K pipeline35 active deals| Company | Contact | Stage | Deal Value | Risk Signals | Next Step | Touchpoints |
|---|---|---|---|---|---|---|
A Acme Corp Outbound | John Smith VP Sales | Proposal | $180,000 60% probability | Key metric signal detectedSecondary signal identified | Executive sponsor call Tomorrow | 1564 |
T TechStart Inc Referral | Sarah Lee CRO | Negotiation | $95,000 75% probability | Monitoring signal | Contract review 2 days ago | 2286 |
E Enterprise Co Inbound | Mike Johnson VP Ops | Discovery | $250,000 35% probability | Action needed soonRecently resolved | Technical review Next week | 832 |
G GrowthScale Event | Lisa Wang CEO | Qualified | $120,000 50% probability | Urgent attention required | Executive briefing This week | 1043 |
Common Risk Signals
Based on 35 active deals
Deal Risk Categories
4 categories with severity levels and examples
Examples by Severity
Multi-thread to minimum 3 stakeholders on every deal
Severity Gradation System
How deal risk are classified and prioritized
Critical
Address within 24-48 hours
Deal-blocking risk signal requiring immediate escalation
Warning
Address within 1 week
Significant risk signal that could delay or derail progress
Info
Address during normal follow-up
Minor risk signal, good to track but not blocking
Resolved
Document for future reference
Previously identified risk signal that has been addressed
Real-World Scenarios
See how deal risk tracking works in different situations
BigEnterprise
Large deal with multiple risk factors
Multi-threaded to CFO, addressed budget with ROI, closed
Make It Yours
ElasticFlow is fully customizable — add your own categories, rules, playbooks, and metrics
Custom Risk Categories
Define your own taxonomy beyond the default categories
- Add industry-specific risk types
- Create subcategories for granular tracking
- Rename categories to match your methodology
- Set category priorities and weights
Automation Rules
Trigger actions automatically when risk are detected
- When critical risk detected → Alert manager
- When threshold exceeded → Create task
- When pattern identified → Send notification
- When resolved → Update CRM
Response Playbooks
Attach guides and best practices to each category
- Link templates for common scenarios
- Attach battle cards and talk tracks
- Include historical resolution data
- Add video training for complex cases
Custom Scoring Weights
Adjust how metrics impact overall scores
- Increase weight for deal-blocking factors
- Adjust by deal size or stage
- Factor in historical patterns
- Custom formulas for health scores
CRM Field Mapping
Control exactly where data lands in your CRM
- Map to custom CRM properties
- Create dedicated tracking objects
- Sync to Deal/Contact/Account
- Update stage based on metrics
Alert Configuration
Get notified about metrics that matter
- Slack alerts for critical issues
- Daily digest by category
- Email when metrics persist
- Manager escalation paths
Start with Templates, Customize as You Go
Every workflow comes with sensible defaults that work out of the box. As you learn what matters for your team, customize categories, add playbooks, and build automation rules. Your configurations are versioned and can be shared across your organization.
What You Can Build
Turn deal risk data into strategic advantage
Deal Health Scoring
Composite risk score for every deal
Manager Prioritization
Focus coaching time on highest-risk deals
What You'll Get
Objective health score for every deal
Identify at-risk deals before they fail
Understand exactly what's wrong with unhealthy deals
Prioritize manager attention effectively
When To Use This
Can't prioritize which deals need attention
CRM data doesn't reflect deal reality
Need objective deal assessment
Related Workflows
View all templatesDeal Risk Detection & Alerts
Get real-time alerts when deals show signs of risk so you can intervene before it's too late.
Deal Velocity Tracker
Monitor sales cycle length in real-time, identify bottlenecks by stage, and get alerts when deals stall beyond normal patterns.
Deal Slip Predictor
Predict which deals will slip from their expected close dates. Get alerts weeks early with evidence and recommended interventions.
Pipeline Coverage Intelligence
Automatically calculate and monitor pipeline coverage ratios, predict quota gaps, and trigger prospecting alerts when coverage drops.
Customize to Your Needs
This workflow is fully customizable to match your specific business needs:
Add or remove integrations - Connect any tools from our marketplace to extend functionality
Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes
Map custom fields - Define how data flows between your tools with our visual field mapper
Set up notifications - Get alerts when workflows complete, fail, or need attention
Tools & Integrations
How to Set Up
Get started in 20 minutes with these simple steps
Connect Salesforce
SalesforcePull deal and activity data
Connect Gong
GongAnalyze conversation health signals
Connect HubSpot
HubSpotTrack email and engagement
Configure Weights
Prioritize which factors matter most
Enable Scoring
Start calculating health scores
Need Help or Want to Customize This?
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