Customer Engagement Score In Pipelines
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S
Sales & Marketing
Merged in a post:
Opportunity Health Score
D
Daniel Fundi Ndaya
What it means:
Measures the quality and movement of deals in your pipeline — highlighting stuck or aging opportunities.
In Dynamics 365:
Automatically tracks:
Time in stage
Stagnant deals
Deals skipped by reps
Flags them in dashboards
GoHighLevel:
You can manually track stage time using automation timestamps, but there’s no health score system yet.
C
Caleb Christopher
I like that idea.
In my other CRM, we have to set automations that look for "stale" deals and remind the user, then remind their supervisor. But that's the end of it. It doesn't rate anything and we can't run reports on "stale" deals easily.
A
Alvin Angelo Cantero
I think this is already included
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