Deal Pulse
AI-powered deal health scoring that measures engagement across 5 key categories
Deal Pulse is a 0-100 health score for Decision Sites that measures deal engagement across five weighted categories. It helps you identify which deals need attention and understand what drives successful buyer engagement.
Quick Navigation
Getting Started
New to Deal Pulse? Start here to understand the basics.
- What is Deal Pulse? - Plain-language explanation
- Quick Start - Get up and running in 5 minutes
- How It Works - Algorithm, categories, and activity tracking
Guides
Practical guidance for interpreting and improving scores.
- Understanding Scores - How to interpret your scores
- Improving Scores - Strategies for each category
Troubleshooting
Solutions to common issues and questions.
- Common Issues - Frequent problems and solutions
- FAQ - Frequently asked questions
Reference
Technical specifications and formulas.
- Calculations - Complete mathematical formulas
- Glossary - Term definitions
What Deal Pulse Measures
Deal Pulse tracks five categories of deal health:
| Category | Weight | What It Measures |
|---|---|---|
| Engagement | 50% | Meeting activity, buyer sessions, recency |
| Collaboration | 25% | Mutual plan milestones, action items |
| Diversity | 10% | Stakeholder breadth across contacts |
| Organization | 10% | Task completion, artifact uploads |
| Communication | 5% | Comments and dialogue balance |
Score States
| Score Range | State | Visual | Meaning |
|---|---|---|---|
| 50-100 | ON_TRACK | š¢ Green | Healthy engagement |
| 25-49 | AT_RISK | š” Yellow | Needs attention |
| 0-24 | OFF_TRACK | š“ Red | Critical, low activity |
How It Works
text
Activity Tracking ā Analytics Processing ā Category Scores ā Weighted Total
- Activity Tracking - User actions recorded in Decision Site
- Analytics Processing - dbt models aggregate activity daily
- Category Scores - Each category scored 0-100
- Weighted Total - Categories combined with weights
Key Features
- Time Decay - Recent activity weighted higher than older (7d: 100%, 30d: 85%, 90d: 70%)
- Buyer Emphasis - Buyer actions get 1.5x weight vs seller actions
- Daily Calculation - Scores updated overnight
- Algorithm Versioning - Current: vibe-clso4 v1.1.0
What Deal Pulse Doesn't Measure
Important to understand limitations:
- ā Close probability or prediction
- ā Deal value or size
- ā CRM stage or pipeline position
- ā Message content or sentiment
- ā External email or phone activity
Deal Pulse measures engagement health, not deal outcome.
Common Use Cases
Identify At-Risk Deals
- Filter deals with scores < 50
- Review category breakdown to see why
- Take targeted action to improve weak areas
Prioritize Outreach
- Sort by score to find stalled deals
- Check "days since last activity"
- Re-engage buyers with low recency
Compare Deal Health
- Benchmark across similar-stage deals
- Identify best practices from high-scoring deals
- Spot patterns in successful engagements
Need Help?
- Troubleshooting: Common issues | FAQ
- Understanding: Score interpretation
- Technical: Algorithm details
Ready to dive deeper? Understand the scoring algorithm ā