Overview

Coach Pilot's Deal Health scoring and Morning Briefing features are highly configurable, allowing Company Admins to tailor alert thresholds, risk definitions, and briefing content to match their organisation's sales cycle and team structure.

At-Risk Score Threshold

By default, deals with a health score below 60 are classified as At Risk (Red). Company Admins can adjust this threshold and the influencing factors to better reflect their organisation's risk tolerance and sales process:

• Set the at-risk score threshold — Raise or lower the score at which a deal is flagged as At Risk. A higher threshold means more deals will be flagged, providing earlier warnings.

• Configure influencing factors — Adjust which factors have the most impact on deal health scoring to align with your organisation's priorities.

When a deal is marked At Risk, it triggers a Red card alert, appears in the Morning Briefing, generates actions in the Action Hub, and creates coaching actions for the seller's manager.

Stalled Deal Configuration

A deal is considered stalled when there has been no activity for a defined period. The default inactivity period is 14 days, but Company Admins can adjust this to match their typical sales cycle:

• Shorter cycles (e.g., SMB sales) may benefit from a shorter stalled period, such as 7 days

• Longer enterprise sales cycles might warrant a 21- or 30-day stalled period

When a deal is flagged as stalled, Coach Pilot automatically generates a 3-step Revival Plan in the Action Hub: a Revival Email, followed by a LinkedIn Message, and then a Call Script — giving the seller a clear path to re-engage the prospect.

Additionally, deals where the stage has remained unchanged for 30 days are flagged as Stagnant, triggering an agentic action to help progress the deal.

Additional Deal Health Triggers

Beyond the at-risk and stalled thresholds, Coach Pilot monitors several other conditions:

• Close Date Passed — When a deal's close date has passed, an action is generated to update the close date and re-forecast.

• Close Date at Risk — Deals with a close date within 7 days that are in Amber or Red health status are flagged in the Morning Briefing and Manager dashboard.

• EDM Engagement Gap — When there has been no contact with the Economic Decision Maker for 21 days, an action is generated to re-engage.

• Single-Threaded Risk — Deals with only one contact trigger a risk flag and an action to request introductions to additional stakeholders.

Morning Briefing Configuration

The Morning Briefing is a daily email and in-app summary that keeps your team informed about their priorities. Company Admins can configure:

• Delivery Time — Set the time at which the briefing is sent to each team or the entire organisation.

• Frequency — Control how often briefings are delivered (daily by default).

• Content per Team — Customise what information is included in the briefing for different teams.

• Urgent Updates — Compose urgent updates that will be included in the next briefing cycle, useful for time-sensitive announcements.

• Disable for Organisation or Teams — Turn off the Morning Briefing entirely or for specific teams if not needed.

The Morning Briefing includes pending action counts, today's meetings, deals flagged as needing attention, and a direct link to the Action Hub. On quiet days when there's nothing pending, the email is suppressed to avoid unnecessary noise.