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Deal Health / Risk Scorecard

Most deal reviews are a gut check dressed up as a forecast. This scorecard replaces the gut check with five signals that actually predict whether an opportunity closes: champion strength, economic-buyer engagement, competitive position, timeline stability, and mutual action plan status. Rate the deal honestly, and it will tell you the health score, which specific areas are weak, and what to do about each one — not generic "keep pushing" advice.

Your numbers

Would this deal survive if you left the company tomorrow?
Have you personally spoken with whoever owns the budget?
Include "do nothing" and internal build as competitors.
How many times has the forecast close date already moved?
A written, jointly-owned plan — not just your own call notes.
Total contract value — used to show £ pipeline exposure.
Used to flag urgency when a soon-to-close deal still scores low.

Method & assumptions

  • Weighting loosely mirrors MEDDIC/MEDDPICC signal importance: champion strength and economic-buyer access are the two most predictive fields for close rate in enterprise pipelines, so they carry the most weight (25% and 20%).
  • Flags trigger at a rating of ≤1/4 (Critical) and =2/4 (Caution) on any signal — a high overall score can still hide one critical gap worth fixing before it sinks the deal.
  • Pipeline exposure (deal value × (1 − health score)) is illustrative, not a probability-adjusted forecast — use it to prioritise deal-review time, not to override CRM forecasting.
  • This is a coaching input for deal reviews and 1:1s, not a replacement for stage-based CRM forecasting or a substitute for verifying facts directly with the buyer.

How to use it

Pull up an open opportunity in your CRM before you fill this in — the scorecard only works if you rate what's actually true, not what you're hoping is true. Rate each of the five signals honestly using the descriptions in each dropdown, add the deal value and days to close for context, and the tool will produce a 0-100 health score, flag any weak areas, and give you a specific next action for each one. Use it before deal reviews and forecast calls, and re-run it every time a material fact about the deal changes (new stakeholder, slipped date, new competitor).

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