Sales pipeline · Autessa CRM
Deal health
Every deal in Autessa CRM has a health score, green, yellow or red, with a reason. It is calculated from how long since the last contact, age in stage, reschedules, how fresh the next step is, whether there is a champion, and backward moves, with weights you can tune per stage.
The problem
Deals die quietly
Few deals are lost in a dramatic phone call. Most simply go quiet. Deal health spots the pattern early: no contact for weeks, stuck in a stage, rescheduled meetings and no champion.
What you get
- Factors: last contact age, age in stage, reschedules, next step freshness, champion, backward move.
- Green, yellow or red, with the reason shown on the deal.
- At risk and Watch filters on the pipeline.
- Per-stage overrides of factor weights.
- Daily health snapshots so you can see a deal’s trend.
- Stage age warnings, for example Proposal warns at 10 days and is critical at 21.
How it works
How does deal health work in Autessa CRM?
- 1
It is calculated for you
Every time you look, from the deal’s activity.
- 2
Filter At risk
On the pipeline.
- 3
Act
Log a touch, set a next step, find a champion.
Every option
Health configuration
| Option | What it does |
|---|---|
| Factor weights | Settings → Deal health. |
| Stage overrides | Different weights for different stages. |
| Age thresholds | Warning and critical days per stage. |
| Snapshots | Taken daily. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Tune factor weights and stage overrides. |
| Administrator | Everything, including workspace settings, integrations and roles. |
AI assist
How AI helps here
Jarvis answers “Which open deals are at risk?” from health and applies it to your view.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about deal health
How does Autessa CRM find at-risk deals?
From deal health: last contact, age in stage, reschedules, next step freshness, champion and backward moves, weighted per stage.
How is deal health worked out?
With a transparent, rule-based score you can tune, so everyone can see why a deal is red.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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