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Deal + Account Vitals
Deal + Account Vitals

Know exactly what deals need attention and how to move them forward

Laura Liggett avatar
Written by Laura Liggett
Updated over a week ago

Increase the odds of hitting your numbers (👋 hellooooo President’s Club)

Deal 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! 🙌

How to access Deal + Account Vitals

1. On Your Opportunity and Account Pipelines

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.

2. On Record Overview

In the Deal Vitals and Account Vitals tile on each Record Overview page, you’ll get an overview of Vitals at a glance.

What drives Deal + Account Vitals?

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

  • Account

  • Last Modified Date (if it’s longer than 2 weeks, Dooly will flag this)

  • Close Date

  • Next Step

  • Amount

Account Vitals are powered by checking the following salesforce fields:

  • Annual revenue

  • Last activity date

  • Rating

  • Number of employees

How to customize Deal + Account Vitals

Customize deal vitals specifically for your organization to forecast better and drive revenue.

  1. Click on your avatar

  2. Select Settings

  3. Select Customer Vitals

  4. Use the Object type drop down menu to select Opportunity or Account Vitals

  5. Customize your Deal Vitals

    • Stage: select the opportunity stages you'd like to be included – when a deal is in one of these stages, the deal vitals will show in pipeline and on deal overviews

    • Thresholds: set the number of vitals needed for each threshold

    • Indicators: select and customize the fields to drive your deal vitals

  6. Customize your Account Vitals

    • Thresholds: set the number of vitals needed for each threshold

    • Indicators: select and customize the fields to drive your deal vitals

  7. Under Preview a deal, select an opportunity or account to get a preview of deal vitals in action

💡 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

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