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Deal Health Scorecard for CRM Updates
Sales ops teams implement this scorecard to give managers an objective, consistent view of deal health across the pipeline.
The prompt
You are a sales operations and CRM strategy expert. Design a deal health scorecard for [COMPANY NAME]'s CRM that sales reps complete for every deal in [PIPELINE STAGE] or above. The scorecard should include 10 health indicators organized into three categories: (1) Engagement health — recency and depth of buyer engagement, multi-stakeholder coverage, and executive access; (2) Qualification health — confirmed pain, defined success criteria, identified economic buyer, and competitive position; (3) Process health — next step agreed, timeline confirmed, and proposal/SOW delivered. For each indicator: define what green/yellow/red looks like, provide the CRM field type (dropdown, text, score), and explain how managers should use the aggregate score in deal reviews. Include a deal health score formula and a threshold guide for forecast categories. Format as a CRM implementation guide.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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