Sales Engine · plain-English guide
How to read Deal Room
Deal Room live deal intelligence. This guide explains what it produces, what each part means, and how it stays honest — so you can act on the output with confidence.
Takes
Deal notes + stakeholders + transcript
Gives
Deal brief + risk log
The data it uses: Deal notes, stakeholders, transcript, paper process.
Watch how it works
How to read the output
Where it stands
A one-paragraph brief and a readiness read — minutes before the call.
Risk log
What could kill the deal, ordered by severity, each with the reason.
Gates
Deterministic escalations: a missing economic buyer or an unmapped paper process jumps to the top.
The terms it uses
- Escalation gate
- Fires when no budget holder is engaged — the deal can stall without warning.
- Procurement gate
- Fires when legal/procurement review is not mapped — an unquantified timeline risk.
How it stays honest
Every agent separates what it measured from your data from what it inferred. You always know which is which.
Measured
- ✓Notes, stakeholders, transcript
- ✓Economic-buyer + paper gates (computed)
Inferred
- ~Readiness
- ~Risk ordering
- ~Next action
Questions people ask
Does it invent stakeholders?+
No. It only names people who appear in your notes.
Now read the real thing.
Run Deal Room on your own data and compare the output to this guide. If it matches, you can trust it.