Recommended actions
16 deals
NY - Ashe + Leandro - Vestry
Deal ID 15208
Critical · Immediate
Pipeline record (scored CRM data)
Health (plain English)Health is 38/100 (“At Risk”) — several operational signals need attention. Main factors weighing on the score: recency scores 5/100 (last activity 64d ago); time-in-stage vs benchmark is 50/100 (62d in “stage 15”); post-proposal ageing is 10/100 (62d in this stage); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-16; last touch 64d ago; 62d in “stage 15”.
OrganisationAshe + Leandro
Contact—
OwnerSusan Harrington
Enquiry #26817
Value$76,491.25
GBP (norm.)£60,428
CurrencyUSD
StageQuoted
Days in stage62
Expected close16 Oct 2026, 00:00
Deal age (days)440
Last activity4 Aug 2026, 00:00
Days since activity64
Activities done2
Notes17
Files1
Emails0
Next activity scheduledNo
Health 38/100 At Risk
Activity recency5
Stage ageing50
Quote ageing10
Activity history100
Next step10
Deal value factor85
Health score — weighted formula(5×25 + 50×20 + 10×15 + 100×15 + 10×15 + 85×10) ÷ 100 = 38
Strategic 48/100 Tier 3 – Standard
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential80
Geographic importance90
Market matchnew york
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 80×15 + 90×15 + 30×10) ÷ 100 = 48
Combined 43/100
CRM priority Critical
Risk count 4 (number of flags below)
Risk flags
🔴 No activity for 64 days🔴 Quote outstanding 62 days🔴 High-value, no next activity scheduled🟡 Close in 8d, no next step
Recommended action (AI)
Harriet or Tim should personally call the client today, resend a refreshed proposal, and set a same-day next step or close the deal out as stalled.
Reasoning (AI)This is the clearest emergency: health is weak, last activity was 64 days ago, the quote has been outstanding for 62 days, and there is no next activity scheduled. It is a high-value opportunity, so the commercial upside is still meaningful, but the lack of momentum is severe and requires direct senior intervention now.
VCA- Galleria Abu Dhabi / E 27617
Deal ID 16745
Critical · Immediate
Pipeline record (scored CRM data)
Health (plain English)Health is 72/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (64d in “stage 55”); post-proposal ageing is 10/100 (64d in this stage). Snapshot: target close 2026-10-30; last touch 1d ago; 64d in “stage 55”.
OrganisationVan Cleef & Arpels
Contact—
OwnerFilipa
Enquiry #27617
Value$19,376.72
GBP (norm.)£15,308
CurrencyUSD
StageClosing
Days in stage64
Expected close30 Oct 2026, 00:00
Deal age (days)119
Last activity6 Oct 2026, 00:00
Days since activity1
Activities done16
Notes28
Files0
Emails0
Next activity scheduledYes
Health 72/100 Good
Activity recency100
Stage ageing50
Quote ageing10
Activity history100
Next step100
Deal value factor55
Health score — weighted formula(100×25 + 50×20 + 10×15 + 100×15 + 100×15 + 55×10) ÷ 100 = 72
Strategic 67/100 Tier 2 – High Value
Designer prestige60
Designer match—
Sector relevance85
Hospitality match—
Luxury retail matchvan cleef
Repeat potential75
Margin potential50
Geographic importance90
Market matchabu dhabi
Showroom relevance30
Strategic score — weighted formula(60×25 + 85×20 + 75×15 + 50×15 + 90×15 + 30×10) ÷ 100 = 67
Combined 70/100
CRM priority Critical
Risk count 1 (number of flags below)
Risk flags
🔴 Quote outstanding 64 days
Recommended action (AI)
Filipa should trigger an immediate quote follow-up with a revised production timing message and ask for a firm decision date today.
Reasoning (AI)The deal remains strategically strong and recently active, but the quote has been open for 64 days, which is the key operational issue dragging risk higher. Because Van Cleef & Arpels is a prestigious account, this should be handled proactively and personally to protect the relationship while forcing a clear next step.
Michele Green Design
Deal ID 17145
High · Immediate
Pipeline record (scored CRM data)
Health (plain English)Health is 36/100 (“At Risk”) — several operational signals need attention. Main factors weighing on the score: recency scores 20/100 (last activity 56d ago); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-13; last touch 56d ago.
OrganisationMichele Green Design
ContactGabrielle caracuel
OwnerSusan Harrington
Enquiry #27851
Value$0
GBP (norm.)£0
CurrencyUSD
StageSampled
Days in stage—
Expected close13 Oct 2026, 00:00
Deal age (days)55
Last activity12 Aug 2026, 00:00
Days since activity56
Activities done1
Notes2
Files0
Emails0
Next activity scheduledNo
Health 36/100 At Risk
Activity recency20
Stage ageing50
Quote ageing50
Activity history65
Next step10
Deal value factor25
Health score — weighted formula(20×25 + 50×20 + 50×15 + 65×15 + 10×15 + 25×10) ÷ 100 = 36
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 35/100
CRM priority High
Risk count 2 (number of flags below)
Risk flags
🔴 No activity for 56 days🟡 Close in 5d, no next step
Recommended action (AI)
Send a final re-engagement note today and, if there is no response within 48 hours, move it into a nurture or qualify-out path.
Reasoning (AI)Health is poor due to 56 days without activity and no next step, which is a classic stalled-deal pattern. The deal is not strategically exceptional, so the healthy move is to avoid letting it sit unattended and either restart momentum quickly or park it formally.
Barbara Gisel Design Ltd
Deal ID 16429
High · Immediate
Pipeline record (scored CRM data)
Health (plain English)Health is 36/100 (“At Risk”) — several operational signals need attention. Main factors weighing on the score: recency scores 5/100 (last activity 98d ago); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-29; last touch 98d ago.
OrganisationBarbara Gisel Design Ltd
Contacthelena Martin
OwnerSusan Harrington
Enquiry #27371
Value$0
GBP (norm.)£0
CurrencyUSD
StageSampled
Days in stage—
Expected close29 Oct 2026, 00:00
Deal age (days)188
Last activity1 Jul 2026, 00:00
Days since activity98
Activities done4
Notes2
Files0
Emails0
Next activity scheduledNo
Health 36/100 At Risk
Activity recency5
Stage ageing50
Quote ageing50
Activity history85
Next step10
Deal value factor25
Health score — weighted formula(5×25 + 50×20 + 50×15 + 85×15 + 10×15 + 25×10) ÷ 100 = 36
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 35/100
CRM priority High
Risk count 1 (number of flags below)
Risk flags
🔴 No activity for 98 days
Recommended action (AI)
Susan should contact the client immediately to confirm whether the project is still live and either schedule a concrete meeting or remove it from active pursuit.
Reasoning (AI)This opportunity has been dormant for 98 days with no next step, which makes it functionally stalled despite any historical engagement. The health picture is too weak to justify passive waiting, and there is no strategic signal strong enough to offset the inactivity.
VCA- Japan Nihonbashi
Deal ID 17253
High · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 41/100 (“Needs Attention”) — several operational signals need attention. Main factors weighing on the score: recency scores 40/100 (last activity 22d ago); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-04-01; last touch 22d ago.
OrganisationVan Cleef & Arpels
ContactAureline
OwnerFilipa
Enquiry #—
Value£0
GBP (norm.)£0
CurrencyGBP
StageSampled
Days in stage—
Expected close1 Apr 2026, 00:00
Deal age (days)26
Last activity15 Sept 2026, 00:00
Days since activity22
Activities done3
Notes0
Files1
Emails0
Next activity scheduledNo
Health 41/100 Needs Attention
Activity recency40
Stage ageing50
Quote ageing50
Activity history65
Next step10
Deal value factor25
Health score — weighted formula(40×25 + 50×20 + 50×15 + 65×15 + 10×15 + 25×10) ÷ 100 = 41
Strategic 64/100 Tier 2 – High Value
Designer prestige60
Designer match—
Sector relevance85
Hospitality match—
Luxury retail matchvan cleef
Repeat potential75
Margin potential30
Geographic importance90
Market matchparis
Showroom relevance30
Strategic score — weighted formula(60×25 + 85×20 + 75×15 + 30×15 + 90×15 + 30×10) ÷ 100 = 64
Combined 53/100
CRM priority High
Risk count 2 (number of flags below)
Risk flags
🟡 No activity for 22 days🟡 Close date 190 days overdue
Recommended action (AI)
Filipa should send a direct check-in today, confirm project timing, and book the next action into Pipedrive before the week ends.
Reasoning (AI)The deal has acceptable strategic value and the relationship is still relevant, but operational discipline is weak because nothing is scheduled and the last touch was 22 days ago. The close date is also significantly overdue, so this needs immediate qualification rather than passive monitoring.
Young Huh /Lieberman
Deal ID 17324
Medium · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 67/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (7d in “stage 15”); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-13; last touch 7d ago; 7d in “stage 15”.
OrganisationYoung Huh
ContactKatherine Kligerman
OwnerSusan Harrington
Enquiry #27978
Value$9,321.80
GBP (norm.)£7,364
CurrencyUSD
StageQuoted
Days in stage7
Expected close13 Oct 2026, 00:00
Deal age (days)12
Last activity30 Sept 2026, 00:00
Days since activity7
Activities done4
Notes7
Files6
Emails0
Next activity scheduledNo
Health 67/100 Good
Activity recency85
Stage ageing50
Quote ageing100
Activity history100
Next step10
Deal value factor40
Health score — weighted formula(85×25 + 50×20 + 100×15 + 100×15 + 10×15 + 40×10) ÷ 100 = 67
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 50/100
CRM priority Medium
Risk count 1 (number of flags below)
Risk flags
🟡 Close in 5d, no next step
Recommended action (AI)
Susan should follow up today to secure a next step before the close window tightens, ideally with a short decision call or sample review.
Reasoning (AI)Health is still solid overall, but the absence of a next step and a close in 5 days create avoidable execution risk. The deal remains active, so the main fix is not recovery but discipline: lock the next action now before it slips.
Milord antiques
Deal ID 17370
Medium · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 53/100 (“Needs Attention”) — several operational signals need attention. Main factors weighing on the score: next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-14; last touch 7d ago.
OrganisationMilord antiques
ContactFrancis
OwnerSusan Harrington
Enquiry #28002
Value$0
GBP (norm.)£0
CurrencyUSD
StageEstimated
Days in stage—
Expected close14 Oct 2026, 00:00
Deal age (days)6
Last activity30 Sept 2026, 00:00
Days since activity7
Activities done1
Notes4
Files0
Emails0
Next activity scheduledNo
Health 53/100 Needs Attention
Activity recency85
Stage ageing50
Quote ageing50
Activity history65
Next step10
Deal value factor25
Health score — weighted formula(85×25 + 50×20 + 50×15 + 65×15 + 10×15 + 25×10) ÷ 100 = 53
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 43/100
CRM priority Medium
Risk count 1 (number of flags below)
Risk flags
🟡 Close in 6d, no next step
Recommended action (AI)
Susan should make one concise re-engagement attempt and, if no reply, move the deal into a light nurture sequence rather than leaving it open-ended.
Reasoning (AI)The deal is very early and not yet unhealthy in a broad sense, but there is no scheduled next action and the close is only 6 days away, which creates a tracking gap. It is not strategically compelling enough to justify heavy pursuit without client responsiveness.
Milord antiques
Deal ID 17370
Medium · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 53/100 (“Needs Attention”) — several operational signals need attention. Main factors weighing on the score: next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-14; last touch 7d ago.
OrganisationMilord antiques
ContactFrancis
OwnerSusan Harrington
Enquiry #28002
Value$0
GBP (norm.)£0
CurrencyUSD
StageEstimated
Days in stage—
Expected close14 Oct 2026, 00:00
Deal age (days)6
Last activity30 Sept 2026, 00:00
Days since activity7
Activities done1
Notes4
Files0
Emails0
Next activity scheduledNo
Health 53/100 Needs Attention
Activity recency85
Stage ageing50
Quote ageing50
Activity history65
Next step10
Deal value factor25
Health score — weighted formula(85×25 + 50×20 + 50×15 + 65×15 + 10×15 + 25×10) ÷ 100 = 53
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 43/100
CRM priority Medium
Risk count 1 (number of flags below)
Risk flags
🟡 Close in 6d, no next step
Recommended action (AI)
Susan should make one concise re-engagement attempt and, if no reply, move the deal into a light nurture sequence rather than leaving it open-ended.
Reasoning (AI)The deal is very early and not yet unhealthy in a broad sense, but there is no scheduled next action and the close is only 6 days away, which creates a tracking gap. It is not strategically compelling enough to justify heavy pursuit without client responsiveness.
E 25884 - HBA HK - Riyadh Villa - Dining Room
Deal ID 17043
Medium · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 63/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: recency scores 40/100 (last activity 19d ago); time-in-stage vs benchmark is 50/100 (40d in “stage 20”); post-proposal ageing is 30/100 (40d in this stage). Snapshot: target close 2026-10-28; last touch 19d ago; 40d in “stage 20”.
OrganisationHBA Hong Kong
ContactSharon Cheuk
OwnerEkaterina Manina
Enquiry #25884
Value$72,117
GBP (norm.)£56,972
CurrencyUSD
StageClosing
Days in stage40
Expected close28 Oct 2026, 00:00
Deal age (days)74
Last activity18 Sept 2026, 00:00
Days since activity19
Activities done7
Notes5
Files0
Emails0
Next activity scheduledYes
Health 63/100 Good
Activity recency40
Stage ageing50
Quote ageing30
Activity history100
Next step100
Deal value factor85
Health score — weighted formula(40×25 + 50×20 + 30×15 + 100×15 + 100×15 + 85×10) ÷ 100 = 63
Strategic 83/100 Tier 1 – Strategic Priority
Designer prestige95
Designer matchhba
Sector relevance90
Hospitality matchvilla
Luxury retail match—
Repeat potential85
Margin potential80
Geographic importance90
Market matchhong kong
Showroom relevance30
Strategic score — weighted formula(95×25 + 90×20 + 85×15 + 80×15 + 90×15 + 30×10) ÷ 100 = 83
Combined 73/100
CRM priority Medium
Risk count 2 (number of flags below)
Risk flags
🟡 No activity for 19 days🟡 Quote ageing: 40 days
Recommended action (AI)
Ekaterina should follow up on the open quote this week, confirm whether revisions are needed, and keep the existing next step on calendar.
Reasoning (AI)This is strategically excellent, with strong prestige and hospitality relevance, but the health profile is only middling because the last activity was 19 days ago and the quote is ageing. The deal is still alive thanks to a scheduled next step, so the main requirement is timely quote management and proactive client contact.
E 27538 Joyce Wang HK: Apple round rooms - plain silk
Deal ID 17203
Medium · This Week
Pipeline record (scored CRM data)
Health (plain English)Health is 62/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: recency scores 40/100 (last activity 23d ago); time-in-stage vs benchmark is 50/100 (21d in “stage 20”); post-proposal ageing is 55/100 (21d in this stage). Snapshot: target close 2026-10-28; last touch 23d ago; 21d in “stage 20”.
OrganisationJoyce Wang Hong Kong
ContactLorraine Yim
OwnerEkaterina Manina
Enquiry #27538
ValueCN¥65,600
GBP (norm.)£7,216
CurrencyCNY
StageClosing
Days in stage21
Expected close28 Oct 2026, 00:00
Deal age (days)41
Last activity14 Sept 2026, 00:00
Days since activity23
Activities done3
Notes11
Files0
Emails0
Next activity scheduledYes
Health 62/100 Good
Activity recency40
Stage ageing50
Quote ageing55
Activity history100
Next step100
Deal value factor40
Health score — weighted formula(40×25 + 50×20 + 55×15 + 100×15 + 100×15 + 40×10) ÷ 100 = 62
Strategic 53/100 Tier 3 – Standard
Designer prestige95
Designer matchjoyce wang
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance90
Market matchhong kong
Showroom relevance30
Strategic score — weighted formula(95×25 + 20×20 + 30×15 + 30×15 + 90×15 + 30×10) ÷ 100 = 53
Combined 58/100
CRM priority Medium
Risk count 1 (number of flags below)
Risk flags
🟡 No activity for 23 days
Recommended action (AI)
Ekaterina should send a progress update and agree a firm review point with the client to avoid drift in the next week.
Reasoning (AI)The account is strategically strong due to the designer brand and Hong Kong geography, but the health score is held back by 23 days since last activity and a modestly ageing proposal. It remains active with a next step scheduled, so this is a follow-up-and-advance task rather than a rescue case.
Ebony & ivory Interiors - Additional - ENQ 27458
Deal ID 17312
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 84/100 (“Excellent”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (0d in “stage 4”). Snapshot: target close 2026-10-10; last touch 1d ago; 0d in “stage 4”.
OrganisationEbony & ivory Interiors
ContactVictoria Weston
OwnerAva Gregson
Enquiry #27458
Value£6,865
GBP (norm.)£6,865
CurrencyGBP
StageClosing
Days in stage0
Expected close10 Oct 2026, 00:00
Deal age (days)15
Last activity6 Oct 2026, 00:00
Days since activity1
Activities done12
Notes4
Files0
Emails0
Next activity scheduledYes
Health 84/100 Excellent
Activity recency100
Stage ageing50
Quote ageing100
Activity history100
Next step100
Deal value factor40
Health score — weighted formula(100×25 + 50×20 + 100×15 + 100×15 + 100×15 + 40×10) ÷ 100 = 84
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 59/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Ava should keep the scheduled next step in motion and progress the current stage, using the existing momentum to confirm requirements and keep the deal warm.
Reasoning (AI)This is one of the healthiest operationally: recent activity, strong engagement history, and a scheduled next step all point to good process control. The only caution is that its strategic value is modest, so it should be handled efficiently rather than over-invested in.
Rive Gauche - ENQ26738 -JIP 536 - Hacienda Villa Jumeirah Island
Deal ID 15608
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 76/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (15d in “stage 4”); post-proposal ageing is 55/100 (15d in this stage). Snapshot: target close 2026-10-30; last touch 2d ago; 15d in “stage 4”.
OrganisationRive Gauche
ContactRodjil
OwnerMaria Volk
Enquiry #26738
Value£4,765
GBP (norm.)£4,765
CurrencyGBP
StageClosing
Days in stage15
Expected close30 Oct 2026, 00:00
Deal age (days)368
Last activity5 Oct 2026, 00:00
Days since activity2
Activities done14
Notes14
Files1
Emails0
Next activity scheduledYes
Health 76/100 Good
Activity recency100
Stage ageing50
Quote ageing55
Activity history100
Next step100
Deal value factor25
Health score — weighted formula(100×25 + 50×20 + 55×15 + 100×15 + 100×15 + 25×10) ÷ 100 = 76
Strategic 63/100 Tier 2 – High Value
Designer prestige45
Designer match—
Sector relevance90
Hospitality matchvilla
Luxury retail match—
Repeat potential85
Margin potential30
Geographic importance90
Market matchlondon
Showroom relevance30
Strategic score — weighted formula(45×25 + 90×20 + 85×15 + 30×15 + 90×15 + 30×10) ÷ 100 = 63
Combined 70/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Maria should keep the scheduled follow-up moving and use the current stage to close out the decision or move it forward cleanly.
Reasoning (AI)The deal is healthy operationally, with recent activity and a scheduled next step, and there are no risk flags. The only friction is stage ageing, but it is not severe enough to require escalation.
ENQ 27665 - Cavendish Studios - Beaumont Road, Toronto
Deal ID 16784
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 87/100 (“Excellent”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (14d in “stage 4”). Snapshot: target close 2026-10-30; last touch 2d ago; 14d in “stage 4”.
OrganisationCavendish Studios
ContactDoune Henderson-Kirk
OwnerAva Gregson
Enquiry #27665
Value£104,518.40
GBP (norm.)£104,518
CurrencyGBP
StageClosing
Days in stage14
Expected close30 Oct 2026, 00:00
Deal age (days)112
Last activity5 Oct 2026, 00:00
Days since activity2
Activities done45
Notes25
Files2
Emails0
Next activity scheduledYes
Health 87/100 Excellent
Activity recency100
Stage ageing50
Quote ageing80
Activity history100
Next step100
Deal value factor100
Health score — weighted formula(100×25 + 50×20 + 80×15 + 100×15 + 100×15 + 100×10) ÷ 100 = 87
Strategic 73/100 Tier 2 – High Value
Designer prestige45
Designer match—
Sector relevance90
Hospitality matchbeaumont
Luxury retail match—
Repeat potential85
Margin potential95
Geographic importance90
Market matchlondon
Showroom relevance30
Strategic score — weighted formula(45×25 + 90×20 + 85×15 + 95×15 + 90×15 + 30×10) ÷ 100 = 73
Combined 80/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Ava should maintain the current cadence and use the strong engagement to advance the proposal rather than adding more touchpoints.
Reasoning (AI)This is one of the strongest deals in the book: excellent health, high strategic value, and no warning flags. The stage is not moving especially fast, but the combination of recent activity and a scheduled next action means it can be managed routinely.
HBA London - ENQ 26627 15 The Boltons Cinema
Deal ID 17174
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 86/100 (“Excellent”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (1d in “stage 3”). Snapshot: target close 2026-10-30; last touch 0d ago; 1d in “stage 3”.
OrganisationHBA London
ContactSydney-Louise Botha
OwnerMaria Volk
Enquiry #26627
Value£10,486
GBP (norm.)£10,486
CurrencyGBP
StageQuoted
Days in stage1
Expected close30 Oct 2026, 00:00
Deal age (days)47
Last activity7 Oct 2026, 00:00
Days since activity0
Activities done17
Notes25
Files5
Emails0
Next activity scheduledYes
Health 86/100 Excellent
Activity recency100
Stage ageing50
Quote ageing100
Activity history100
Next step100
Deal value factor55
Health score — weighted formula(100×25 + 50×20 + 100×15 + 100×15 + 100×15 + 55×10) ÷ 100 = 86
Strategic 66/100 Tier 2 – High Value
Designer prestige95
Designer matchhba
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential75
Margin potential50
Geographic importance90
Market matchlondon
Showroom relevance60
Strategic score — weighted formula(95×25 + 20×20 + 75×15 + 50×15 + 90×15 + 60×10) ÷ 100 = 66
Combined 76/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Maria should continue the current process, protect momentum, and support the client with any refinement needed before closing.
Reasoning (AI)Health is excellent and the account carries strong strategic weight because of the HBA brand and prestige. There are no risk flags, so this is a routine priority despite its value.
Eric Cohler
Deal ID 17230
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 62/100 (“Good”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (7d in “stage 16”); next-step discipline is 10/100 — nothing scheduled in Pipedrive. Snapshot: target close 2026-10-23; last touch 8d ago; 7d in “stage 16”.
Organisationeric cohler
Contactaudrey keller
OwnerSusan Harrington
Enquiry #27916
Value$7,135
GBP (norm.)£5,637
CurrencyUSD
StageClosing
Days in stage7
Expected close23 Oct 2026, 00:00
Deal age (days)33
Last activity29 Sept 2026, 00:00
Days since activity8
Activities done2
Notes10
Files0
Emails0
Next activity scheduledNo
Health 62/100 Good
Activity recency65
Stage ageing50
Quote ageing100
Activity history100
Next step10
Deal value factor40
Health score — weighted formula(65×25 + 50×20 + 100×15 + 100×15 + 10×15 + 40×10) ÷ 100 = 62
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 48/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Susan should set a clear next touchpoint and keep the deal moving, but no escalation is needed unless activity stalls again.
Reasoning (AI)Operationally the deal is stable, with reasonable recent activity and no immediate risks. The main fix is simply that no next step is booked, but the absence of flags and moderate value make this a routine management item.
HS SEA - Gregory Carmichael - Six Acres
Deal ID 14578
Low · Routine
Pipeline record (scored CRM data)
Health (plain English)Health is 83/100 (“Excellent”) — overall the deal looks operationally sound. Main factors weighing on the score: time-in-stage vs benchmark is 50/100 (0d in “stage 16”). Snapshot: target close 2026-10-23; last touch 1d ago; 0d in “stage 16”.
OrganisationGregory Carmichael Interior Design
Contact—
OwnerShruti Narasimhan
Enquiry #25969
Value$4,987.60
GBP (norm.)£3,940
CurrencyUSD
StageClosing
Days in stage0
Expected close23 Oct 2026, 00:00
Deal age (days)540
Last activity6 Oct 2026, 00:00
Days since activity1
Activities done1
Notes19
Files0
Emails1
Next activity scheduledYes
Health 83/100 Excellent
Activity recency100
Stage ageing50
Quote ageing100
Activity history100
Next step100
Deal value factor25
Health score — weighted formula(100×25 + 50×20 + 100×15 + 100×15 + 100×15 + 25×10) ÷ 100 = 83
Strategic 33/100 Tier 4 – Monitor
Designer prestige45
Designer match—
Sector relevance20
Hospitality match—
Luxury retail match—
Repeat potential30
Margin potential30
Geographic importance40
Market match—
Showroom relevance30
Strategic score — weighted formula(45×25 + 20×20 + 30×15 + 30×15 + 40×15 + 30×10) ÷ 100 = 33
Combined 58/100
CRM priority Low
Risk count 0 (number of flags below)
Recommended action (AI)
Shruti should maintain the current active cadence and continue qualifying project scope before investing further time.
Reasoning (AI)This deal is in good health with very recent activity, a scheduled next step, and no risk flags. Strategic value is limited, so it should be handled efficiently rather than pushed with senior escalation.