Deal Health Scoring is at the heart of Coach Pilot's pipeline intelligence. Every deal in your pipeline receives a health score from 0 to 100, calculated across 9 weighted categories. This universal scoring model gives you an objective, data-driven assessment of each deal's true health — eliminating guesswork and happy ears.

The 9-Category Model

Each deal is evaluated across the following categories, each with a specific weight reflecting its importance to deal success:

1. Problem Statement Quality (15 pts) — Is the prospect's problem clearly defined and validated? Critical Gate.

2. Discovery Brief / Post-Meeting Notes (15 pts) — Has thorough discovery been conducted and documented? Critical Gate.

3. Business Impact & Business Case Evidence (20 pts) — Is there quantified business impact and a compelling business case? Critical Gate.

4. Buying Committee Coverage (15 pts) — Have you identified and engaged the key decision-makers and influencers?

5. Internal "Project" Exists (10 pts) — Does the prospect have an internal initiative or project driving the purchase?

6. Proposal Process Quality (10 pts) — Has a formal proposal been delivered with appropriate quality and alignment?

7. Commercial & Budget Alignment (10 pts) — Is there confirmed budget and commercial agreement?

8. Procurement / Vendor Path Clarity (5 pts) — Is the procurement process understood and on track?

9. Mutual Action Plan to Decision (10 pts) — Is there a shared, agreed plan leading to a decision?

Scoring Methodology

Each category is scored on a three-point scale:

• 0 = Missing — The information or action has not been addressed.

• 1 = Partial — Some progress has been made but the category is not fully covered.

• 2 = Complete and validated with buyer — Fully addressed and confirmed by the prospect.

The weighted scores across all 9 categories are combined to produce the final deal health score out of 100.

Critical Gates

Categories 1, 2, and 3 are designated as Critical Gates. These represent the fundamental building blocks of a healthy deal:

• Problem Statement Quality

• Discovery Brief / Post-Meeting Notes

• Business Impact & Business Case Evidence

If any Critical Gate scores 0 (Missing), the deal is automatically marked Red regardless of the total score. This ensures you can't have a seemingly healthy deal when the fundamentals aren't covered. Even if every other category is perfect, a missing problem statement or business case means the deal is at risk.

Health Bands

The overall deal health score maps to three colour-coded bands for quick visual assessment:

• Green (80–100) — On Track — The deal is progressing well with strong fundamentals.

• Amber (60–79) — Watch — The deal needs attention; some areas require improvement.

• Red (Below 60) — At Risk — The deal has significant gaps that need immediate action.

These health bands appear throughout Coach Pilot — on your Dashboard, in the Deals view, in the Forecast, and in Morning Briefings — so you always have an at-a-glance understanding of where each deal stands.