Your Deal Health Score
Open any deal and you will see its Deal Health Score, shown as an easy-to-read gauge out of 100. Green means the deal is in great shape, amber means it needs a little attention, and red means it is time to act. Right beside it, an intelligence coverage reading tells you how complete the picture is — the more Ultragent knows, the more confident the score.
The signals behind the score
The score blends several easy-to-understand signals so you get a balanced view of momentum and risk:
- Trust Index: how strong your relationships are with the people involved.
- Qualification readiness: how well the deal is qualified against the essentials of a winning sale.
- Safety: how clear the deal is of risks that could slow it down.
- Velocity: whether the deal is On Track, At Risk, or Slipping against its timeline.
Know exactly what to do next
Under the score, the "To improve your score" panel lists the highest-impact things you can do right now — each with the number of points it could add. It is your shortlist of what matters most on this deal today.
- Open the deal and find the To improve your score panel.
- Review the suggested items, ordered by the value they add.
- Click any item to see the detail and capture what you have learned.
- Save your update — the score and coverage refresh to reflect your progress.
Tip
Start with the item worth the most points. A few minutes of focused follow-up can lift a deal's health noticeably.
Suggested next actions and situation insights
Beyond the score, each deal surfaces recommended next actions, a situation analysis of the customer's challenges, and a stakeholder view of who is involved. Together they keep you one step ahead without digging through notes.
Good to know
Health scores and suggestions update as new information comes in, so the picture stays current as your deal moves.
What is a good Deal Health Score?
Higher is better. A score in the green band signals a healthy deal; amber and red are gentle nudges to focus your attention there.
What goes into the score?
It blends a few clear signals — the strength of your relationships, how well the deal is qualified, how clear it is of risks, and whether it is on track against its timeline.
Why does my score show a coverage reading?
Coverage tells you how complete the information is. As you add detail, the score becomes more confident and precise.
How do I raise a deal's score?
Follow the items in the To improve your score panel. Each one shows the points it can add, so you can prioritise easily.
How often does the score update?
Continuously. As you log new information or follow up, the score and suggested actions refresh to reflect where the deal stands.