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Deal Health

Summary

What is Deal Health?

Deal health is a real-time assessment of how likely a specific opportunity is to close based on engagement signals, deal activity, stakeholder involvement, and process milestones.

Why Deal Health Matters

CRM data is only as good as what reps log. Deal health models use objective signals to give revenue leaders a more accurate picture of which deals will actually close.

Signals That Affect Deal Health

  • Buyer engagement score and stakeholder breadth
  • Days since last meaningful two-way interaction
  • Executive sponsor involvement
  • Mutual action plan adherence
  • Competitive risk signals
  • Legal, procurement, or security review status

How MaxIQ Helps

MaxIQ surfaces deal health signals by combining meeting intelligence, stakeholder engagement data, and account context in a single revenue view.

Example

A deal in the final stage has had no two-way communication in 18 days. Deal health flags this as high risk, prompting the manager to step in and help re-engage.

Related Terms

  • Buyer Engagement Score
  • Pipeline Inspection
  • Revenue Intelligence
  • Mutual Action Plan (MAP)
  • Forecast Accuracy
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