Vitals give you a snapshot of how your Opportunities and Accounts are doing and help you flag the ones that need action. The more you know, the more you can do to act fast and hit quota! 🙌

On your Opportunity and Account pipelines, next to the name of each record is the summary of your vitals. Hovering over the indicators will reveal the factors that need attention to make this deal healthy.

💡Pro tip: Identify which records need attention. Click on the Vitals Icon in your Pipeline to sort your opportunities and accounts by vital health.
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Hover over the Vitals indicator in the Main Metrics of your spaces.

By default, Dooly automatically checks for the following opportunity Salesforce fields to create the overall deal health.

Account Vitals are powered by checking the following salesforce fields:

Customize deal vitals specifically for your organization to forecast better and drive revenue. Check out our article on Advanced Vital Configuration to learn more!
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💡 Pro Tip: Only Dooly admins can customize deal vitals for your organization.

⚡️ Premier feature: Customizable vitals for Opportunities and Accounts is part of our Premier plan