AI Deal Health Score
Explainable CRM risk scoring based on engagement, stage velocity & sentiment
Why It Matters
Sales teams lose deals when engagement drops, stages stall, or sentiment turns negative. This module provides a clear AI Health Score, risk level, and recommended next steps â all inside Odoo CRM.
Key Features
- Health score (0â100) based on engagement, stage velocity, and sentiment
- Risk level: Healthy / Warning / At Risk
- AI Suggested Next Action (Call, Email, Meeting, Todo)
- Automatic activities created for at-risk deals
- Chatter alert with reasons for risk
- Kanban badges, score chips, and color indicators
- Daily cron to re-score all active opportunities
How It Works
- Reads recent chatter, emails, and activities
- Calculates engagement + stage velocity signals
- Uses sentiment API (optional FastAPI service)
- Writes back score, risk reasons, and next action
Configuration
Set your sentiment API URL in Settings â AI Deal Health Score.
Default: http://localhost:7860
Screenshots
Support
For support or customization, contact: meet1432
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