AI Lead Scoring Module

Every deal, opportunity, and account scored — with the formula in the open

Deal health scoring, AI MEDDPICC assessment, tender fit with verified evidence, and configurable account scoring — transparent components, never a black box.

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Prioritize with scores you can inspect

Most scoring tools hand you a mystery number. SalesDots scores what actually matters in B2B — deals, opportunities, and accounts — with the components visible: you can always see what moved a score and why. When the AI can't back a claim with evidence, the score is capped, not inflated.

1

Deal Health, Computed at the Source

A 0–100 health score calculated server-side from weighted components — qualification, engagement, velocity, and completeness — recalculated automatically as the deal changes. The weights are visible, not secret.

2

Opportunity Fit With Verified Evidence

Every tender is scored 0–100 against your business with an evidence check: supporting quotes are verified against the source document, and claims that fail verification cap the score. No confident nonsense.

3

Account Scoring You Configure

Go-to-market account scores with weights your team sets — subscores stay visible, so a ranking is an argument you can have, not a verdict you must accept.

Scores that carry their reasoning

Deal Health & At-Risk Surfacing

Composite health per deal with its components, plus a dashboard view of the deals slipping — before the forecast call.

AI MEDDPICC Scores Per Pillar

Each qualification pillar assessed 0–100 from deal evidence; the pillar scores feed the health formula directly.

Tender Fit Scoring

A rubric-based 0–100 fit score for every opportunity, with anti-hallucination evidence validation built into the pipeline.

Account GTM Score

A configurable-weight account score with visible subscores — tune it to your go-to-market, not ours.

Financial Risk Signals

Financial-risk scores computed from filings data flow into the same account picture.

Continuous, Not Batch

Scores recalculate when the underlying data changes — health updates on every deal edit, not on a weekly job.

From evidence to ranked focus

1

Capture

Deals, documents, meetings, and enriched account data accumulate as scoring evidence.

2

Score Transparently

Weighted formulas and AI assessments compute scores with their components attached — evidence-checked where AI is involved.

3

Work the Ranking

Ranked deals and accounts focus the team; any score can be unpacked to its parts when someone disagrees.

Key Benefits

Deal health 0–100 with visible weighted components
MEDDPICC pillars scored from evidence, feeding health
Tender fit capped when evidence fails verification
Account scores with weights your team controls
At-risk deals surface before the forecast call
Scores update on change, not on a schedule
Every ranking can be unpacked and challenged
No black-box numbers anywhere

Frequently Asked Questions

What exactly gets scored?

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Three levels: deals (a 0–100 health score from weighted components plus AI MEDDPICC pillar scores), opportunities (every tender scored against your business with evidence verification), and accounts (a configurable go-to-market score with visible subscores plus financial-risk signals).

Is this a machine-learning black box?

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No — deliberately. Deal health is a fixed weighted formula computed at the database level with its components stored alongside the score. AI is used where judgment is needed (MEDDPICC assessment, tender fit), and there it must cite evidence — claims that fail verification cap the score instead of inflating it.

Can we configure the scoring?

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Account GTM scoring uses weights your team sets, and subscores stay visible so you can see exactly how the ranking arises. Deal health weights are fixed and published in the score's components — consistency across teams is the point there.

How often do scores update?

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On change. Deal health recalculates automatically whenever the deal's data changes — stage, engagement, qualification. Tender fit scores are computed as new opportunities arrive, on a schedule with cost guardrails.

What keeps the AI honest?

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Evidence validation. For tender fit, the supporting quotes the AI cites are checked against the actual source text; a failed check caps the score. For deals, assessments that lack evidence show as gaps rather than being papered over with plausible numbers.

Ready to transform your sales process?

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