Deal Scorecard
Score deal health across fit, budget, timeline, and authority with composite risk assessment
What You Can Do
You can systematically assess any sales opportunity across four critical dimensions—fit, budget, timeline, and authority—to determine deal viability and prioritize your pipeline. The skill generates a composite health score (0-100), surfaces risk flags, identifies gaps, and produces a prioritized action plan so you can focus on high-probability opportunities and know exactly what to do next.
Features
Evaluates prospect use case, company profile, and industry alignment against your solution
Assesses budget confirmation, allocation status, and sufficiency for the deal size
Determines decision date realism and buying urgency signals
Identifies key stakeholders, buying influence, and gaps in multi-threaded deals
Aggregates all dimensions into a single comparable metric for pipeline ranking
Surfaces deal killers, missing information, and red flags requiring immediate attention
Pinpoints what's missing and recommends specific actions to close gaps
Delivers a ranked action plan based on deal stage and identified gaps
Example Output
Example 1: Mid-stage SaaS deal
Deal Health Score: 72/100 ✓ Qualified opportunity
| Dimension | Score | Status |
|---|---|---|
| Fit | 85 | Strong alignment with use case |
| Budget | 70 | Verbal commitment, needs formal PO |
| Timeline | 65 | Soft decision date in Q2 |
| Authority | 65 | Economic buyer identified, no CFO sign-off |
Risk Flags: ⚠️ Budget not finalized • Timeline aspirational • Missing financial approval
Next Steps (Priority Order):
- Schedule CFO conversation to confirm budget authority (Due: This week)
- Establish firm decision date in writing (Due: Before next meeting)
- Deliver business case ROI analysis (Due: 3 days)
Example 2: Early-stage enterprise deal
Deal Health Score: 41/100 ⚠️ Needs qualification work
| Dimension | Score | Status |
|---|---|---|
| Fit | 90 | Excellent product-market fit |
| Budget | 35 | Budget unknown, no sponsor identified |
| Timeline | 40 | Vague timeline, exploratory phase |
| Authority | 25 | Only talking to end-users, no executive sponsor |
Risk Flags: 🚨 No budget confirmed • No executive sponsor • Exploratory-only engagement
Next Steps (Priority Order):
- Identify and schedule executive sponsor within account (Due: Before next touch)
- Uncover budget owner and confirm budget availability (Due: Within 2 weeks)
- Establish preliminary decision timeline and criteria (Due: Next call)
What's Included
- SKILL.md instruction file with framework and scoring methodology:
- Deal Scorecard Template (Google Sheets or markdown table) for standardized assessment:
- BANT Evaluation Checklist with specific questions for each dimension:
- Risk Flag Reference Guide listing common deal killers by dimension:
- Pipeline Review Worksheet for weekly opportunity triage using scorecard results:
Who It's For
- Enterprise SaaS sales representatives managing 15+ opportunities in pipeline
- Sales managers conducting weekly pipeline reviews and opportunity prioritization
- Sales enablement teams developing qualification standards and deal discipline
- Account executives in complex, multi-stakeholder selling environments
- Sales operations professionals tracking deal health metrics and forecast accuracy
Best For
- Qualifying new opportunities during discovery or early qualification stages
- Weekly pipeline reviews to identify which deals to prioritize this week
- Deal health assessments before bringing in sales engineers or executives
- Identifying gaps in stalled deals and determining whether to pursue or close
- Standardizing deal evaluation across a sales team with inconsistent qualification
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