Deal Pulse

Reach for Deal Pulse before a forecast call, before a deal review, or whenever a close date has moved and nobody has checked it against the buyer.

• The forecast call is coming and a deal carries a close date nobody has tested. Pulse scores the record, so the date gets checked against what the buyer has said.
• A deal has gone quiet or stalled in one stage. Silence shows up as RED signals, and each RED comes with a named action.
• A manager needs the pipeline read in five minutes. Every deal gets the same 16 signals, so two deals can be compared side by side.
• Another skill is about to read the deal. MEDDPICC Analysis, Call Coaching and Meeting Prep take Pulse's fields by name, so the score should exist first.

Pulse scores the deal. It does not set the stage, and it does not write to the buyer.

A deal health score tells a manager more in a minute than a stage name does. Deal Pulse scores one open deal across sixteen signals, so every deal gets the same test, and the result is a number from 0 to 100 with a risk level beside it. The point is that a forecast review does not depend on how confident the rep sounded that afternoon.

Sixteen Signals In Four Pillars

The signals sit in four pillars, and each one has its own rubric. Why Anything asks whether a real need exists, through pain clarity, reason to change, strategic initiative alignment and champion strength. Why Us asks whether we can solve it better, through solution fit, technical readiness, competitive landscape and product alignment. Why Now asks whether urgency and budget exist, through budget path, decision process, timeline alignment and procurement awareness. Execution asks whether the deal can actually move, through buyer responsiveness, multi-threading, follow-through and meeting progression.

Every signal is scored GREEN, YELLOW or RED from the record, with a short justification that carries its evidence tag. A signal the record holds nothing on is marked INSUFFICIENT, and it counts in neither the sum nor the count. A close date pushed more than twice caps Timeline Alignment at YELLOW. A rep's word alone never earns GREEN.

From Score To Risk Level

Each GREEN counts as 100, each YELLOW as 50 and each RED as 0. The scored values are added and divided by the number of signals scored, rounded half up, to give the health score. That divisor is 16 when all sixteen signals have evidence. With fewer than 12 signals scored there is no health score and no risk level. Pillar averages are shown to one decimal place beside it.

The bands are simple. 85 to 100 is Low Risk, 46 to 84 is Medium Risk and 0 to 45 is High Risk. If any pillar average falls below 30, the risk rises one step, once. High Risk stays High Risk. The step runs after the band, so the band always reads the honest score, and the step catches a deal that looks fine overall but has one pillar that is badly broken.

Named Actions And Evidence Tags

Every RED signal gets one named action, and the action names the team method it uses, such as the momentum method or the urgency method. Every YELLOW signal gets the evidence that would move it to GREEN. Each fact carries one of six tags: CRM, Call, Notes, Public with its source, Inferred, or Unknown. A blank CRM field is Unknown, and Unknown counts in no denominator. It is never scored as a no.

Core Workflow

Read the account's folder in the knowledge base first, then offer to read the deal record and ask before the read. Pull the deal basics, the stage history and the close date changes. Pull the interaction history and count it. Score the four pillars in order, compute the health score and the risk level, then write the actions with the owner and date on the last line. The report comes back inline. A file is written only when you ask for one.

What It Reads

Deal Pulse reads these client profile sections: Company, Buyer Personas, Core Pain Points, Value Propositions, Competitive Landscape, Qualification Criteria, Sales Methodology and Deal Health. From the Context OS knowledge base it opens only the account's folder, which holds the notes, calls and decisions for that account, and it names each item it used. If the CRM or a call recorder is connected, the skill offers to read the records you point at, asks before it reads, and never writes back. Pasting the same records into the chat works the same way.

Where It Fits

Deal Pulse sits in the Work The Deal chain, with Meeting Prep, Call Coaching, MEDDPICC Analysis and Stakeholder Mapping. It gives the health read that the element by element scoring builds on. Its health score, risk level, pillar scores, signal scores and next actions pass by name to MEDDPICC Analysis, Call Coaching and Meeting Prep. The Business Case & ROI Kit can read this skill's results, and this skill is free and works on its own.