Quick Start

Get up and running with Deal Pulse in 5 minutes. This guide shows you how to view and interpret your first score.

⏱️ Time: 5 minutes

Prerequisites

Before you start, make sure you have:

• Access to at least one Decision Site
• Internal user role (ADMIN, CREATOR, or COLLABORATOR)
• Decision Site with some activity (meetings, contacts, or tasks)

💡 Note: GUEST users (external buyers) cannot see Deal Pulse scores.

Step 1: Navigate to a Decision Site

1. Open Meetingflow
2. In the left sidebar, click on any Decision Site
3. You'll land on the Decision Site home page

What you'll see: The main Decision Site interface with navigation items in the left sidebar.

Step 2: Open Analytics

1. In the Decision Site sidebar, click Analytics 📊
2. The Analytics page opens, showing Deal Pulse and other metrics

What you'll see: Deal Pulse score displayed prominently at the top of the analytics section.

Step 3: View Your Score

Your Deal Pulse score is shown as:

• Number (0-100)
• State icon (🟢 Green, 🟡 Yellow, or 🔴 Red)
• State label (ON_TRACK, AT_RISK, or OFF_TRACK)

Example displays:

Deal Pulse: 72
🟢 ON_TRACK

Deal Pulse: 38
🟡 AT_RISK

Deal Pulse: 18
🔴 OFF_TRACK

Step 4: View Category Breakdown

Hover over or click the Deal Pulse score to see the category breakdown:

What this tells you:

• Engagement (65): Moderate meeting activity and buyer sessions
• Collaboration (45): Some mutual plan activity, could be stronger
• Diversity (40): Limited stakeholder breadth
• Organization (50): Average task completion and planning
• Communication (30): Low comment activity

Step 5: Interpret Your Score

Use this guide to understand what your score means:

Score: 70-100 (🟢 ON_TRACK)

What it means: Strong engagement, multiple active stakeholders, regular meetings

What to do:

• Keep current engagement level
• Continue executing mutual action plan
• Don't let score drop below 60

Score: 50-69 (🟢 ON_TRACK)

What it means: Healthy engagement, deal moving forward

What to do:

• Monitor for declining trend
• Strengthen weak categories (check breakdown)
• Schedule next meeting if none upcoming

Score: 25-49 (🟡 AT_RISK)

What it means: Low activity or narrow engagement

What to do:

• Review which categories are weak
• Re-engage buyer (schedule meeting, share content)
• Expand stakeholder involvement
• Check if timing is right for buyer

Score: 0-24 (🔴 OFF_TRACK)

What it means: Very low activity, likely stalled

What to do:

• Reach out to buyer immediately
• Assess if deal is still active
• Update CRM stage if deal is truly stalled
• Consider moving to "on hold" status

Step 6: Check Last Calculation

At the bottom of the Deal Pulse display, you'll see:

Last calculated: 2024-01-15 at 2:00 AM
Algorithm: vibe-clso4 v1.1.0

What this means:

• Last calculated: Scores update overnight (around 2-3 AM)
• Algorithm version: Current scoring algorithm (for transparency)

💡 Note: Activity from today won't appear in your score until tomorrow morning.

Understanding Your First Score

If Your Score is Lower Than Expected

Don't panic! Common reasons for low scores:

1. Early stage deal: Not much activity yet (normal)
2. Infrequent meetings: B2B deals don't need daily meetings
3. Limited Decision Site usage: Buyers using email instead
4. Narrow stakeholder engagement: Only 1-2 contacts involved

What to do: Review the category breakdown to see what's missing, then take targeted actions.

If Your Score is Higher Than Expected

Great! Your deal has strong engagement signals:

1. Regular meetings: Past and upcoming meetings scheduled
2. Active mutual plan: Milestones and tasks being completed
3. Multiple stakeholders: Decision committee engaged
4. Recent activity: Actions within last 7 days

What to do: Keep the momentum going and don't let engagement drop.

Common Patterns by Score

Score 80-100: Excellent

• 3+ meetings per month
• 5+ engaged stakeholders
• Active mutual action plan with completions
• Both buyer and seller adding comments
• Recent activity (within 7 days)

Score 60-79: Good

• 2 meetings per month
• 3-4 stakeholders
• Mutual plan started, some progress
• Occasional comments
• Activity within 14 days

Score 40-59: Fair

• 1 meeting per month or less
• 2-3 stakeholders
• Mutual plan exists but low activity
• Minimal comments
• Activity within 30 days

Score 20-39: Weak

• Meetings scheduled but infrequent
• 1-2 stakeholders only
• No mutual plan or inactive
• No communication
• Last activity 30+ days ago

Score 0-19: Critical

• No upcoming meetings
• Single contact or champion
• No mutual plan
• No communication
• Last activity 60+ days ago

What to Do Next

Based on your score:

High Score (70+)

✅ Maintain momentum

1. Continue regular meetings
2. Keep mutual plan updated
3. Engage additional stakeholders as needed
4. Monitor for declining trend

Medium Score (40-69)

⚠️ Strengthen engagement

1. Schedule next meeting if none upcoming
2. Create or activate mutual action plan
3. Identify and engage decision makers
4. Increase communication frequency

Low Score (0-39)

🔴 Re-engage urgently

1. Reach out to buyer immediately
2. Assess deal viability and timing
3. Expand stakeholder network
4. Consider if deal should remain in active pipeline

Tips for Your First Week

1. Check scores daily: Get familiar with how they move
2. Compare deals: Look at patterns across high vs low scoring deals
3. Focus on trends: Direction matters more than absolute number
4. Take action on at-risk deals: Don't just watch scores drop
5. Don't obsess: Deal Pulse is one signal, not the only signal

Troubleshooting

"I can't see Deal Pulse"

• Check: Are you a GUEST user? (GUEST users can't see scores)
• Check: Do you have access to the Decision Site?
• Check: Is your organization's analytics enabled?

"My score seems wrong"

• Check: Last calculation timestamp (might be using yesterday's data)
• Check: Category breakdown (see which categories are low/high)
• Remember: Time decay affects scores (old activity counts less)

"Score hasn't updated"

• Remember: Scores update overnight (2-3 AM)
• Today's activity: Won't show until tomorrow
• Check: Last calculated timestamp

Next Steps

Now that you've seen your first Deal Pulse score:

1. Understand the details: Scoring Algorithm
2. Improve your scores: Improving Scores guide
3. Learn interpretation: Score Interpretation guide

Questions? Check the FAQ or Common Issues