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Deal Health Index Modeling Playbook

Aggregates structured conversational signals into a composite deal health index. Enables revenue teams to quantify deal quality and correlate conversational behaviour with outcomes.

Data Science2 kits · 8 bricks

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Deploy this kit stack into your workspace. Customize bricks, scoring, and outputs to match your team.

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Without this playbook

Most teams handle deal health index modeling through scattered call reviews, manager opinion, and isolated examples. Without a shared operational definition, the signals stay inconsistent and difficult to act on across volume.

With this playbook

A shared, repeatable lens for deal health index modeling - with structured outputs you can route into coaching, reporting, and workflow automation. Every conversation produces evidence, not just opinions.

Built for

Data engineers, analytics teams, and revenue analysts

When teams use it

  • Signal modeling and feature engineering
  • Warehouse analysis and downstream reporting
  • Trend detection and demand forecasting

The operational stack

2 kits behind this playbook

A deal health index is only as good as the signals it aggregates. This stack provides three clean input layers: a composite aggregation of qualification, objection resolution, and commitment strength into a single index score; a qualification coverage signal that measures how complete the qualifying evidence is; and a risk indicator layer that captures deal-level warning signs. Data teams get structured, typed signals they can model against outcomes rather than trying to parse raw transcripts.

Deal Health Aggregation Kit

4 bricks

Composites qualification objection resolution and commitment into an index.

Included bricks

Customize this kit

Qualification Coverage Score

Score

Scores qualification dimension completeness

Commitment Strength Score

Score

Scores strength of commitment language

Risk Indicator Score

Score

Scores risk based on qualifying gaps

Deal Health Index Score

Score

Aggregates multiple scores into a composite Deal Health Index

Qualification Coverage Kit

4 bricks

Measures qualification completeness as a reusable input.

Included bricks

Customize this kit

Qualification Elements Detected

String list

Extracts each qualification element such as budget need or authority

Coverage Score

Score

Scores qualification completeness across required criteria

Qualification Gap Present

Boolean

Detects qualification gaps that signal risk

Qualification Confidence Score

Score

Summarises confidence across qualification signals

Knowledge base

Supporting materials

The kits in this playbook work best when backed by reference materials that ground the evaluation. Upload these into your workspace knowledge base to improve accuracy and relevance.

Learn more about Knowledge Bases

Deal stage definitions and progression criteria

Historical win/loss data with deal attributes

Existing deal scoring models or health score algorithms

CRM field definitions and data dictionary

Revenue team reporting requirements and dashboard specifications

Structured output

What you get back

Every conversation processed through this stack produces a structured JSON object. Each brick contributes a typed field - booleans, scores, categories, or string lists - that you can route, aggregate, and report on.

Example output shape

{
  "qualification_coverage_score": 7,
  "commitment_strength_score": 7,
  "risk_indicator_score": 7,
  "deal_health_index_score": 7,
  "qualification_elements_detected": [
    "signal 1",
    "signal 2"
  ],
  "coverage_score": 7,
  "qualification_gap_present": true,
  "qualification_confidence_score": 7
}

In practice

How teams use these outputs

The structured outputs from this stack integrate into your existing workflows. Use them wherever you need repeatable, evidence-based signal from conversations.

Signal modeling and feature engineering

Warehouse analysis and downstream reporting

Trend detection and demand forecasting

Revenue correlation and attribution analysis

Get started

Deploy this playbook in your workspace

Customizing creates a workspace-owned draft with this playbook's full kit stack. Adjust bricks, scoring, and outputs to fit your team, then publish when ready.

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