Score open deals on multi-threading, next steps, competition and momentum — a weighted health result and AI report before the forecast hardens.
Quick answer
A weighted score of open deals on multi-threading, next steps, competition and momentum, with an AI health report before the forecast locks.
Forecasts fail on deals that felt fine. This scorecard interrogates each open opportunity the way a deal desk would: is there more than one contact, is the next step mutual and dated, is there real competition, is momentum visible in the calendar — then weighs the answers into a health score with an AI report naming the specific risk in the deal. Pipeline reviews stop debating gut feel and start fixing named weaknesses.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Contacts, next step, process knowledge, competition and momentum scored apart.
One health score sorts strong from wishful.
'What would kill this deal' documents the rep's own doubt.
A printable AI page per deal for the pipeline call.
From copy to deliverable in four steps.
Copy the scorecard for each live opportunity.
Honest self-assessment before the review, not during it.
Disagree with scores, not stories — on the same dimensions.
Each low dimension becomes this week's deal task.
Pick your role — see how it fits your workflow.
Cut forecast inflation with one scored question set.
See which big deal is quietly going stale.
Standardize deal review across every region's folklore.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
