The AI Deal Health One-Pager
Bring your entire opportunity context into a single-pane dashboard. Automatically built and dynamically updated by your AI Sales Agent from emails and meeting recordings.
Acme Corp - Enterprise Expansion
Deal Board Summary
Sarah Jenkins (CEO) wants to expand their footprint to 50 licenses. Mike Rivera (CFO) is budget holder but hasn't joined any scoping calls. Dave Chen (IT Lead) needs SOC2 clearance before approving the setup.
CFO (Mike) has not joined any calls. While Sarah (CEO) is highly engaged, Mike holds signature authority.
CFO fails to approve the budget due to lack of direct alignment.
Mutual Action Plan Roadmap
Target outcome: Contract signature & go-live before 15-Oct-2026
Inside the Deal Health One-Pager
The 0–100 Vitality Score & The Brutal Truth
Get an immediate read on deal momentum. Our AI agent continuously scans deal activity to output a 0–100 health rating, complete with an raw 'Brutal Truth' summary of the deal and the 'Kill Factor'—what could realistically block this deal from closing.
- Dynamic 0–100 rating reflecting stakeholder engagement and MAP progress
- AI-extracted 'Kill Factor' identifying single points of failure
- Direct warning labels (Needs Attention, At Risk, Improving, Strong)
Health Score & Direct Advice Pillar
Continuous AI ingestion keeps these metrics current without seller intervention.
Stakeholder Alignment & Access Matrix
Know who holds authority. Track engagement across decision-makers, economic buyers, technical leads, and procurement teams. Dealwize flags inactive stakeholders and automatically marks them as 'Engaged' once they reply to emails or attend scoping calls.
- Automatically identifies champion vs. budget holder roles
- Flags missing connection with key buyer contacts
- Extracts stakeholder sentiment from meeting recordings
Stakeholder Matrix Pillar
Continuous AI ingestion keeps these metrics current without seller intervention.
Autonomous MEDDPICC, BANT & CHAMP Mapping
Ditch manual CRM data entry. Dealwize extracts deal qualification points automatically from Zoom, Teams, or email content and fits them into your framework. Understand pain, criteria, process, and champions at a glance.
- Fills out MEDDIC, CHAMP, or BANT checklist parameters from raw text
- Updates CRM fields automatically through integrations
- Shows coverage percentage indicator to track qualification rigor
Sales Qualification Pillar
Continuous AI ingestion keeps these metrics current without seller intervention.
Mutual Action Plan (MAP) Integration
A shared plan to close. Keep both sides aligned on next steps. The one-pager syncs with a buyer-facing mutual action plan, tracking phases, milestones, assignees, and deadlines in real-time.
- Buyer-facing shared roadmap with task-level tracking
- Automatic check-offs based on emails or scoping calls
- Collaborative next steps with clear ownership
Live Roadmap Pillar
Continuous AI ingestion keeps these metrics current without seller intervention.
Common questions about the One-Pager dashboard
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