Reading SAMI's deal confidence scores and recommended actions

SAMI reads each of your deals and adds two signals to its card on the Pipeline board: a confidence score that estimates how likely the deal is to close, and a recommended next action. Together they help you decide which deals to work first.

Read the confidence score

The confidence score is a small badge in the bottom-right corner of a deal card, shown as a percentage from 0 to 100. The higher the number, the more likely SAMI thinks the deal is to close. The badge is color-coded so you can scan a column without reading every number:

• Green (70 or higher) — strong. The deal is on track and likely to close.
• Amber (40–69) — needs attention. The deal could go either way and is worth a nudge.
• Red (below 40) — at risk. Momentum has stalled and the deal may slip.

SAMI bases the score on signals already on the deal, so keeping fields like sale price, the projected close date, and recent activity current gives you a sharper read. You can update those on the deal detail page anytime — see editing a deal's financials and dates.

Act on the recommended action

Below the card's price and date, separated by a thin divider, SAMI shows a recommended next action next to a small bot icon. This is the single smartest move SAMI suggests for that deal right now — for example, following up with the contact, confirming a date, or sending paperwork.

Use it as a prompt, not an autopilot: SAMI surfaces the suggestion, and you decide whether to act. The action text wraps to two lines, so open the deal from its card to see the full context behind the recommendation.

Turn signals into a routine

Confidence scores and recommended actions are most useful as a daily habit rather than a one-time look. A simple pass works well:

1. Open your Pipeline

   Head to Pipeline and scan each stage column for red and amber badges.

2. Read the recommended action

   On each at-risk card, check the action SAMI suggests beside the bot icon to see the smartest next step.

3. Open the deal and act

   Click the card to open the deal, then take the action — a call, a message, or updating a date or price.

4. Move it forward

   When the deal advances, drag its card to the next stage so its score and your Pipeline stay accurate. See moving deals through stages.

For patterns across your whole book of business — like which stages tend to stall — pair this routine with Analytics.

Related articles

• Understanding the Pipeline and how deals work
• Moving deals through pipeline stages
• Tracking deal financials, commission, and key dates