FeaturesDeal Risk Scoring
Know which deals are moving and which are stuck — before it shows in your forecast.
Koachly's deal risk score evaluates commitment level, next-step clarity, and stakeholder engagement on every call — so managers see risk early.
What Koachly scores on every call
Five signals. One deal risk score.
Koachly analyses the call transcript for the signals that predict whether a deal will progress. Each signal is weighted by how recently it appeared — last week's hesitation matters more than one from last month.
Commitment strength
How firmly the prospect stated intent to move forward. Language like 'we need to decide' vs. 'maybe next quarter' produces very different scores.
Next step agreed
Did the call end with a concrete next step, a named date, and a named person? A 'yes' here is one of the strongest predictors of a deal moving.
Stakeholder depth
Did the right people join? Were additional decision-makers mentioned or introduced? Deals stall when only one person is engaged.
Urgency signals
Words and phrases tied to timeline pressure — budget deadlines, project kick-offs, renewal windows — are weighted positively.
Unresolved objections
Price concerns, competitive mentions, and hesitations that were raised but never fully addressed stay on record and drag the score down.
The deal risk score explained
A 0–100 scale with three clear bands
Every call produces a number. The number tells you — and your manager — exactly where this deal stands without requiring a rep to colour-code a spreadsheet.
| Score range | Status | What it means |
|---|---|---|
| 61 – 100 | Strong | Clear next steps, committed language, no open objections. This deal is moving. Keep cadence and watch for late-stage risk. |
| 31 – 60 | Progressing | Some positive signals but gaps remain — a next step without a date, an objection not fully handled, or a missing stakeholder. Coach the rep on the specific gap. |
| 0 – 30 | Stalled | No firm commitment, vague next step, or a competitor mention that went unanswered. Flag this deal before the next pipeline review. |
Manager view
See all deals ranked by risk before pipeline review
The team risk dashboard ranks every open deal by its latest score — lowest first. Before your weekly pipeline review, you already know which deals need a conversation and which can wait. Deals that drop below 30 are automatically flagged so nothing slips through unnoticed.
You can filter by rep, by stage, or by the date range of the last call. The dashboard does not require you to trust self-reported status — it is built from what was actually said on the call.
Rep view
Here is why your deal risk score was 42 — and what would move it
Reps do not just see a number. After every call, Koachly shows the three signals that pulled the score down the most — for example: "no next step agreed", "pricing concern not addressed", "only one stakeholder engaged" — and the specific action that would move each one.
This turns the deal risk score from a manager metric into a rep coaching tool. A rep who understands why their score is 42 knows exactly what to fix on the follow-up call.
What is included
Everything in Deal Risk Scoring
Per-call risk score
Every call produces a 0–100 deal risk score, visible the moment analysis finishes — usually within 60 seconds of the call ending.
Trend over last 5 calls
See whether a deal is improving or declining across multiple conversations. A rising score means momentum. A falling one is a flag.
Team risk dashboard
Managers see every open deal ranked by risk score before pipeline review. No spreadsheet, no manual RAG status update.
Forecast flag
Deals with a risk score below 30 are automatically flagged so managers can review them ahead of forecast calls. Pro and Business plans.
FAQ
Questions about deal risk scoring
Get live coaching on your next call.
Free plan. Works on Zoom, Google Meet and Microsoft Teams. No credit card.
Free account. No credit card.