FAQs in this section
Where can I find my Calculus deal score?
How do I see the conversation insights on a deal?
How do I install the Calculus extension?
What happens when I install the Calculus extension?
What touchpoints does Calculus use to make recommendations?
What kind of recommendations do I get by Calculus while writing an email?
What is Deal Health Feature?
What is the role of Deal Health in sales?
What is Deal Health In Vtiger CRM
What is the Deal Health feature module availability?
How to access the Deal Health Feature?
What are the sections of Vtiger CRM Deal Health Feature?
What is Predicted Close Date?
What is Engagement Score?
What is Sentiment Score?
What are Conversation Insights?
What is Conversation Timeline?
What is 'By Channel' under the Conversation Timeline?
What is 'By Category' under the Conversation Timeline?
What is 'By Sentiment' under the Conversation Timeline?
What is 'Touchpoints Summary' under the Conversation Timeline?
What is 'By Owners' under the Conversation Timeline?
What are the Calculus Deal Score Factors?
How to view the Deal Score factors?
What is Deal Score?
Table of Contents
Deal Score tells you the probability of achieving the deal and is a measure between 0 to 100. This data is procured by the Calculus AI and is based on historical deals and the activities on the particular deal. Deal Score is based on the following:
Clicking the arrow displays the previous three Deal Scores as shown below allowing you to comparatively enhance the scores if required.
Clicking the information symbol highlights the positive and negative aspects of the particular deal to understand the pros and cons of the deal and accordingly work towards enhancing the scores if required.
Deal Score tells you the probability of achieving the deal and is a measure between 0 to 100. This data is procured by the Calculus AI and is based on historical deals and the activities on the particular deal. Deal Score is based on the following:
Clicking the arrow displays the previous three Deal Scores as shown below allowing you to comparatively enhance the scores if required.
Clicking the information symbol highlights the positive and negative aspects of the particular deal to understand the pros and cons of the deal and accordingly work towards enhancing the scores if required.
- Engagement Score
- Sentiment score
- Conversation Timeline in Conversation Insights
| Note: You can view all the Touchpoints by clicking Filters on the deal record.   |
Clicking the arrow displays the previous three Deal Scores as shown below allowing you to comparatively enhance the scores if required.
| Note: Deal Score gets updated once every 24 hours. |
Clicking the information symbol highlights the positive and negative aspects of the particular deal to understand the pros and cons of the deal and accordingly work towards enhancing the scores if required.
Deal Score tells you the probability of achieving the deal and is a measure between 0 to 100. This data is procured by the Calculus AI and is based on historical deals and the activities on the particular deal. Deal Score is based on the following:
- Engagement Score
- Sentiment score
- Conversation Timeline in Conversation Insights
| Note: You can view all the Touchpoints by clicking Filters on the deal record. |
Clicking the arrow displays the previous three Deal Scores as shown below allowing you to comparatively enhance the scores if required.
| Note: Deal Score gets updated once every 24 hours. |
Clicking the information symbol highlights the positive and negative aspects of the particular deal to understand the pros and cons of the deal and accordingly work towards enhancing the scores if required.
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