I Don't Know Which Deals to Prioritise — I'm Working on the Wrong Ones

Effective deal prioritisation considers: close date (near-term vs. long-cycle), deal size (revenue impact), momentum (recent activity and positive signals), relationship strength, and stage (closer deals need more attention than early-stage). HELM's AI weighs all of these automatically.

HELM scores each deal on multiple dimensions: probability of close (based on stage, activity, and historical patterns), deal urgency (time to close date), recency of contact (deals going quiet are flagged), and revenue impact. The highest-scoring deals appear at the top of your morning digest.

HELM tracks activity recency for every deal. When a deal hasn't had any activity for longer than your configured threshold, it appears in your 'at-risk' list. The AI also generates a suggested next action for each neglected deal to make it easy to re-engage.

Yes — HELM lets you configure the factors that matter most for your business. If deal size is the primary filter, you can weight it more heavily. If close date urgency is critical, that gets higher priority. The AI adapts to your team's specific selling context.