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Intermediate4 minutes

Reading your Zara score and acting on it

Understand and improve your pipeline health score.

When you finish this tutorial:

You understand what the score means and have taken one action to improve it.

Steps (6)

  1. 1

    Find your pipeline score on the Today dashboard.

  2. 2

    Understand what a score of 40 / 60 / 80 means.

  3. 3

    Identify the biggest weakness (too many deals in one stage? Low tier companies?).

  4. 4

    Take one action to improve: move a stalled deal, add a new Gold-tier lead, or archive inactive deals.

  5. 5

    Check the score again after 24 hours.

  6. 6

    Checkpoint: Pipeline score understood, one improvement action taken.

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