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Understand · 01 of 3

Deal Risk Scoring

A live risk score per deal, not a rep's gut feel. Sentiment shift, stalled timelines, and unconfirmed budget roll up into one number — recalculated after every call.

What feeds the score

Three signals drive it: sentiment shift across consecutive calls, how long since the last meaningful activity, and whether budget has actually been confirmed versus assumed. None of these come from a rep's self-assessment — they're read out of the transcript itself.

When it recalculates

After every call, not once a quarter. A score that jumps from 54 to 82 overnight is the signal to review the last call before the deal quietly goes cold — not something you find out about three weeks later in a pipeline review.

What a high score actually means

It's not a prediction of failure — it's a flag that something changed and a human should look. No activity in 12 days, a budget owner who's gone quiet, a sentiment dip after the last objection — each shows up as the specific reason behind the number, not just a red badge.

What happens when it changes

A deal crossing into high-risk territory notifies the owning manager automatically — flagged days before a renewal deadline, not discovered after it's passed. The same score is what Copilot reads when a rep or manager asks who to focus on today.

At-risk deals — no activity 6–14 days
Acme Corp
$84,500
82
Northwind Traders
$52,200
74
Globex Systems
$128,900
68

Recalculated after every call — this is a live read, not a report someone had to build.

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