Increase the odds of hitting your number (👋 hellooooo President’s Club)
Deal vitals gives you a snapshot of how your opportunities are doing and flagging ones that need action.
The more you know, the more you can do to act fast and hit quota! 🙌
With deal vitals, you can:
See which deals need attention with deal health indicators
Stay up to date on all your opps with deal highlights
Better understand deal progression with pipeline history tracking
How to access deal vitals
On Your Opportunity Pipeline
On your opportunity pipeline, next to the name of your opportunities is the summary of your deal vitals.
Hovering over the indicators will reveal the factors that need attention to make this deal healthy.
On Record Overview
On Record overview, you’ll get an overview of the deal vitals at a glance.
What drives deal vitals?
By default, Dooly automatically checks for the following opportunity Salesforce fields to create the overall deal health.
Last Modified Date (if it’s longer than 2 weeks, Dooly will flag this)
How to customize deal vitals
Customize deal vitals specifically for your organization to forecast better and drive revenue.
Go to your avatar in the top-right
Select Deal Vitals
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
Under Preview a deal, select an opportunity to get a preview of deal vitals in action
💡 Pro Tip: Only Dooly admins can customize deal vitals for your organization.
⚡️ Premier feature: Customizable deal vitals is part of our Premier plan.