1. Open the DealHealth settings tab
Go to the Deal Health tab to manage configuration.
This is where you control the main deal health thresholds and scoring behavior.
2. Set the At Risk Threshold
The score range is 0 to 100.
Any deal score below the threshold is flagged as at risk.
Any deal score above the threshold is treated as progressively safer.
Example: if the threshold is 10, scores below 10 are at risk, and scores above 10 are considered safer.
You can adjust this threshold based on how strict you want the scoring to be.
Many customers start at 10 and later increase it to 50.
3. Configure the Stalled Deal inactivity period
Set the stalled deal inactivity period to define how many days of inactivity are allowed before a deal is flagged as stalled.
You can choose any value from 1 to 365 days.
The default setting is 14 days.
4. Review and adjust scoring factors
Scroll to the scoring factors section.
These factors determine the weight and critical gate status for each dimension in the platform-wide deal health scoring model.
You can choose which dimensions should contribute to your company’s scoring.
By default, all 9 scoring options are enabled.
5. Enable or disable scoring dimensions as needed
Toggle any scoring dimension on or off depending on what matters for your team.
When you disable a dimension, the scoring model automatically recalculates.
The remaining enabled gates will have their scoring redistributed evenly across them.