Software Sales Deal Review Sheet
Deal Value and Age
Deal Value (ARR in $)
$1,000
Date of First Meeting
Deal Age (Days from Sales Working)
CRM Link
Current Projected Close Date
Buying Team
C-Level
Select
0
1
2
3
4
5+
VP Level
Select
0
1
2
3
4
5+
Manager/Directors
Select
0
1
2
3
4
5+
Users
Select
0
1
2
3
4
5+
Sales Cycle Engagement
Check the box for all actions completed during this sales cycle:
Initial Discovery Meeting
Secondary Discovery Meeting
Initial Demo Meeting
Secondary Demo Meeting
Project Scoping Meeting
Prospect Internal Budget/ROI Meeting
ROI Meeting or Calculator Completed
Vendor Security Review Meeting
Received Redlines from Buyer
Legal Call
Buyer Board Approval Meeting
E-sign envelope opened
Compelling Events and Traction
Date of Most Recent Meeting (30+ mins)
Days Since Last Meeting
My sponsor or coach's level of engagement with me:
Select
Proactively calling me
Will return my calls and accepts meeting invites
Needs to be chased but I can reach them
Started hiding in the last 7 days
Non-responsive for more than 14 days
Non-responsive for more than 30 days
Sponsor or Coach Level:
Select
C-Level
VP Level
Manager/Director
User
Compelling reasons to buy now:
Select
Challenges with current process/solution identified and agreed with Sponsor/Champion
Challenges with current process/solution agreed and communicated by Sales Rep to multiple stakeholders on buying team
Multiple stakeholders acknowledge issues with current process/solution and agree doing nothing is not viable
Multiple stakeholders acknowledge issues with current process/solution, agree the monetary cost of doing nothing to fix it and that doing nothing is not viable
Buying team agree cost opportunity & that your solution is uniquely capable of addressing the problem. Doing nothing now ruled out.
Next Agreed Steps:
Select
Have been trying to arrange next steps for more than 30 days with no luck
Waiting on a response from my main contact to arrange the next step
Next call or meeting is agreed and on the calendar
Next meeting is on calendar and multi-step sequence of events is agreed with Champion
Calculate Deal Health Score
Sales Cycle Health Score: 0/25
Buying Team Consensus Score: 0/25
Sales Cycle Engagement Score: 0/25
Compelling Events and Traction Score: 0/25
Forecast Probability
Deal Health Score: 0/100
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