Deal Risk Intelligence · 100% Native
Know which deals are at risk, before your pipeline review.
DealPulse is a 100% native Salesforce app that scores every open Opportunity, shows exactly which risk signals are firing, and tells the rep what to do next. No sync-out. No black box. No questionnaires.
DealPulse is production-ready and in the AppExchange listing process. Pricing is being finalized with Salesforce, early access is free while we complete the listing.
See DealPulse in under a minute
A 51-second walkthrough of the brief, the board, and the rules, press play.
Pipeline reviews find risk two weeks too late
By the time a deal comes up in the pipeline review, the warning signs have been there for weeks, no activity, a pushed close date, a support fire in the background. Salesforce records what your reps type; it doesn’t tell you what your deals are actually doing.
And the revenue-intelligence tools that promise to help usually sync your entire pipeline out of Salesforce and hand you back a black-box score you can’t explain to your CRO. DealPulse takes the opposite approach: automatic, transparent, and 100% inside your org.
How DealPulse works
Install in ~15 minutes
A packaged app with permission sets and a guided setup check. No external services to provision, no data pipeline to build.
The engine scores your pipeline
Deterministic rules run over the built-in signals. Every score is traceable to the exact signals that fired, no black box, no model you can’t audit.
Reps get briefs, leaders get the board
A plain-English risk brief and one recommended action on every Opportunity, plus a pipeline dashboard with dollars-at-risk, movers, and a forecast × risk matrix.
Seven signals, live on every deal out of the box
Each one maps to something your reps already know matters, computed automatically from data already in Salesforce, on every open Opportunity.
Days Since Last Activity
Days since the last completed Task or Event on the deal.
No Future Scheduled Activity
Nothing open is on the calendar today or later to move it forward.
Close Date Push Count
How many times the Close Date has been pushed to a later date.
Stage Regressed
The opportunity moved backward to an earlier stage.
Stage Stagnation
How many days the deal has sat in its current stage.
Next Step Blank
The Opportunity has no Next Step defined.
Opportunity Age
How long the deal has been open since it was created.
Four more signals, Amount Erosion, Open High-Priority Cases, Total Contacts, and Engaged Contacts, switch on per org, alongside a no-code Custom Signal builder and 20 industry-pack signals.
More than a risk score
DealPulse is a full deal-risk workflow. You control the rules, watch the momentum, and extend it to your business, all inside Salesforce.
A glass-box rule engine
You decide what “High Risk” means, in plain conditions, no code. Every tier traces back to rules you can read and edit, not a proprietary model you have to trust.
Risk momentum & history
A per-deal sparkline shows whether a deal is getting riskier or cooling off, and a Movers panel surfaces the biggest shifts across your pipeline.
No-code Custom Signals
Build your own signals from any related object, pick the source, the aggregate, and the threshold. They score right alongside the built-in seven.
Industry signal packs
Pre-built packs auto-detect your cloud and add vertical signals for Manufacturing, Financial Services, Health, and Revenue Cloud / CPQ.
AI-optional by design
Risk scoring is deterministic and never spends an AI credit. Einstein briefs are optional, run on your own entitlement, and quietly fall back to a written brief when AI is off.
One digest, not a flood
When deals change tier, each owner gets a single grouped digest email and one in-app alert, never a separate message per deal.
See it in Salesforce
Real screens from the shipped app, no mockups.
A color-coded risk brief on every Opportunity, the signals, the why, and the next action.
Built to pass your security review, not work around it.
Your data never leaves Salesforce
No external callouts. Nothing is synced out to a third-party cloud.
Deterministic, auditable scoring
Every risk tier traces back to the exact signals and thresholds that fired.
Respects your security model
Honors your org’s sharing rules and field-level security out of the box.
Works with or without Einstein
AI briefs run on your org’s own Einstein entitlement, never required.
Built by the consultants who see these deals every day
DealPulse came out of the patterns Meet The Mind sees across real RevOps engagements, the same stalled-deal anatomy, over and over. The team that built it is the team that supports it.
DealPulse FAQs
Is DealPulse really 100% native?
Yes. DealPulse is a packaged Salesforce app that runs entirely inside your org. It makes no external callouts and syncs no data out, your pipeline never leaves Salesforce.
What does it cost?
Early access is free today. Commercial pricing is being finalized as part of the AppExchange listing process, so there are no dollar figures to share yet, early adopters get in before that lands.
Do I need Einstein or Agentforce licenses?
No. The deterministic scoring engine and Apex-generated narrative work without any AI licenses. If you do have Einstein or Agentforce, the AI briefs and Deal Risk Agent light up on your own entitlements.
How long does setup take?
About 15 minutes. DealPulse installs as a managed package with permission sets and a guided setup check that verifies everything is wired correctly.
Which signals does it track?
Seven built-in signals, Activity Gap, Close-Date Pushes, Stage Regression, Open High-Priority Cases, Missing Next Step, Amount Erosion, and Contact Engagement, plus no-code Custom Signals and industry packs for Manufacturing, Financial Services, Health, and CPQ.
Is it on AppExchange yet?
The AppExchange listing is in progress. In the meantime, early-access installs are available now, request access and we’ll send you a private install link.
See your at-risk deals this week.
Free while the AppExchange listing completes · installs in a sandbox in minutes.