---
title: "Deal Health Monitor"
section: "Agent store — Sales — Pipeline Management"
canonical_url: "https://leverge.ai/agents/sales/pipeline-management/deal-health-monitor"
category: "Sales"
process: "Pipeline Management"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Deal Health Monitor

Upload a pipeline export and get a portfolio health score, at-risk deals with root causes, stage-by-stage breakdown, and a rescue plan for everything that is slipping.

## At a glance

- Business function: Sales
- Process: Pipeline Management
- Runs: run on demand
- Run cost: 6 credits
- Uses a knowledge base: no

## What it needs

- **Pipeline export** (file upload) — One row per open deal: name, stage, value, close date, days in stage, last activity.
- **Health thresholds** (form)

## How it works

1. Reading the pipeline export
2. Assessing deal health
3. Checking for at-risk deals
4. Writing the pipeline brief

## What it returns

- **Pipeline health** (score)
- **Pipeline brief** (written summary)
- **Deals by risk** (table of results)
- **Stage health** (breakdown table)
- **What needs attention** (flagged exceptions)
- **Rescue plan** (markdown doc)

---

Source: https://leverge.ai/agents/sales/pipeline-management/deal-health-monitor — Leverge