Deal Levels
Deal Levels bucket deal-level scores into named priority tiers, helping sales focus on the deals most likely to close.
Feature-flagged. Deal scoring (and therefore deal levels) is gated. The Configure > Levels > Deal page only appears for organizations with the feature enabled. Talk to your kenbun account team if you'd like access.
When To Use Deal Levels
If your team works opportunities in a CRM (HubSpot, Salesforce) and kenbun is syncing those deals back, deal levels turn the per-deal score into a tier sales can act on:
- High-Confidence deals get the first stand-up of the morning.
- Medium-Confidence deals get a regular cadence.
- At-Risk deals get reviewed for stalls and disqualification.
Deal levels are particularly useful as a sanity check on stage progression — a deal stuck at "Proposal Sent" with a falling deal score may need an intervention before close date slips.
Example Configuration
| Name | Range | Meaning |
|---|---|---|
| At Risk | 0–24 | Low engagement signal; review for next steps |
| Watch | 25–49 | Average; on track but no breakout signal |
| Strong | 50–74 | Trending well; protect the close date |
| Highest Confidence | 75+ | Multiple buying signals; closing soon |
The right ranges depend on how your deal scoring is configured. Look at deal score distribution across your live pipeline before drawing thresholds.
Configuring Deal Levels
- Confirm Deal scoring is enabled (the Deal tab appears under Configure > Levels).
- Navigate to Configure > Levels > Deal.
- Click Add Level.
- Enter:
- Name — tier label
- Min Score (inclusive)
- Max Score (inclusive, or leave blank for the top tier)
- Color (optional)
- Click Save.
Levels follow the same non-overlapping range rules as engagement, profile, and account levels. The top tier should be open-ended so unusually high deal scores classify cleanly.
History and Revert
Click History to view every change to your deal levels. Click Revert on any snapshot to restore — reclassification happens immediately across all open deals.
How Deal Levels Are Used
- Analyze > Deals — each deal row shows a colored deal level chip beside the amount and stage.
- Pipeline reviews — sort the Deals table by level to identify highest-confidence deals or at-risk deals.
- Deal detail panel — opens with the level visible alongside the score breakdown.
Best Practices
Calibrate Against Win Rate
The most useful deal levels are grounded in historical close data. Look at your closed-won and closed-lost deals:
- What was the median deal score 30 days before close-won?
- What was it 30 days before close-lost?
Set the boundary between Strong and Highest Confidence at or just above the closed-won median. Set the At Risk ceiling near the closed-lost median.
Don't Overweight Deal Score In Forecasting
Deal score is a useful tier indicator, not a forecast. Use it to prioritize attention, not to commit numbers. CRM stage and rep judgment should still drive forecast calls.
Review Quarterly
Deal scoring and levels can drift as your scoring rules evolve. Re-baseline against the latest closed-won/closed-lost data each quarter.
Troubleshooting
Deal Levels Tab Is Missing
The feature isn't enabled for your organization. Contact your kenbun account team.
Deals Show No Level
- A deal-level ruleset must be set as primary.
- The primary ruleset must be enabled.
- Score ranges must cover all possible deal scores.
All Deals Land in One Tier
- Deal scoring rules are too uniform.
- Score ranges are too wide.
- Adjust the rule weights to discriminate more aggressively, then retune ranges.