Deal scorecard template
A deal scorecard turns "how is this deal?" from a narrative into a visible pattern managers can inspect at a glance.
Score honestly. The value is in the reds, because they are the gaps to close.
Short answer
A deal scorecard rates a deal's health on the factors that predict a close: champion strength, economic buyer access, quantified pain, a compelling event, competitive position, and a mapped path to signature, each scored red, yellow, or green. The color pattern makes gaps obvious and drives objective deal inspection. Copy the rubric below.
The scorecard
Score each factor red, yellow, or green.
- Champion: green = tested, has power, actively selling. red = none or untested.
- Economic buyer: green = identified and engaged. red = no access.
- Pain: green = quantified and compelling. red = mild or unclear.
- Compelling event: green = real and dated. red = arbitrary close date.
- Competition: green = we are favored and know the field. red = losing or blind.
- Path to close: green = mapped close plan with dates. red = unknown steps.
- Next step: green = scheduled with the buyer. red = none.
Using it
Turn scores into action.
- Only forecast-commit deals that are mostly green.
- In deal reviews, work the reds, not the greens.
- Turn each red into a specific next step with an owner and date.
Use this in Ardovo
You do not have to start from a blank page. Tell Rook, Ardovo's AI operator, what you need (for example, "deal scorecard template") and it drafts a version grounded in your real pipeline, personalizes it to the specific deal or contact, and saves it to the record in one step. Every framework lives in one shared library, so the whole team runs the same play.
Frequently asked questions
What is a deal scorecard?
A tool that rates a deal's health on the factors that predict a close, such as champion strength, economic buyer access, quantified pain, a compelling event, competitive position, and path to signature, each scored red, yellow, or green. The color pattern makes gaps obvious and drives objective deal inspection.
How do I use a deal scorecard in reviews?
Score each factor honestly, then focus the review on the reds rather than the greens. Each red becomes a specific next step with an owner and a date. Only commit deals that are mostly green to the forecast, since red-heavy deals carry the gaps that most often cause slips and losses.
What does a healthy deal score look like?
Mostly green, with the champion, economic buyer, and compelling event in particular not red. A deal missing an internal advocate, budget authority, or a real deadline should not be forecast-committed no matter how good the conversations felt, because those specific gaps most reliably predict a slip or loss.