Deal Health in WPCRM: Smarter Pipeline Visibility for Distributor Sales Teams 

In distribution sales, your team is likely juggling hundreds of deals.  With so many opportunities in motion, knowing where to focus can be tough. Which deals are on track? Which ones are stalling? And which ones need attention today? 

That’s why we’re introducing Deal Health: a powerful new feature in WPCRM that helps sales teams instantly assess opportunity risk and prioritize follow-up.

What is Deal Health?

Deal Health gives every opportunity in your pipeline a clear score on a scale from 0 to 10, based on key velocity and risk metrics. It’s a real-time indicator of how likely a deal is to close and how urgently it needs action. 

No more digging through notes or running manual reports. You get a color-coded snapshot of every opportunity’s health, instantly. 

How it Works:

Deal Health is calculated using up to 12 weighted metrics and defined by your team.  

• Current Stage Velocity: Is the deal moving through stages at the right pace? 

• Deal Lifetime Velocity: How long is this opportunity taking compared to average cycles? 

• Overdue Deal: Is it past its expected close date? 

• Deal Slippage: Has the expected close date changed too many times? 

• Remaining Time to Close: Is it still realistic to close this deal on time? 

• Next Action Existence: Is there a clear next step, or has it stalled? 

• Fully Customizable: User configuration available, tailored to your own sales process 

Each score tells a story and helps your team act before deals fall through the cracks.  

Why It Matters for Distributors

Distributor sales teams often face massive pipelines, limited visibility, and too many manual touchpoints. With Deal Health: 

• Sales reps can prioritize deals that need attention today. 

• Sales managers can coach more effectively and spot pipeline risks faster. 

• Executives gain clearer insights into forecasting accuracy and sales velocity. 

Ready to See Deal Health in Action?

Deal Health is available for all customers in WPCRM. No additional set-up or activation is required.

Curious about Deal Health or WPCRM? Let’s talk. Our platform is built specifically for distributors who want a smarter way to sell. Request a call to have a quick discussion.