Renewal probability score from health score and engagement

Outcome. Every open renewal deal carries a renewal probability score built from the account's health score and its recent engagement level, giving forecast reviews a consistent number instead of a gut feel per deal.

Workflow map Enrollment, branches and actions at a glance renewal-expansion-022

flowchart TD
    A[Deal Type = Renewal, deal open] --> B[Copy Health Score and Engagement Level to deal]
    B --> C{Health Score}
    C -->|High| D{Engagement}
    D -->|High| D1[Score = 90]
    D -->|Medium| D2[Score = 75]
    D -->|Low| D3[Score = 60]
    C -->|Medium| E{Engagement}
    E -->|High| E1[Score = 65]
    E -->|Medium| E2[Score = 50]
    E -->|Low| E3[Score = 35]
    C -->|Low| F{Engagement}
    F -->|High| F1[Score = 40]
    F -->|Medium| F2[Score = 25]
    F -->|Low| F3[Score = 10]

When to use it, when not to

• UseUse it once both a company-level health score and a recent-engagement measure already exist as properties, and the goal is to combine them into one renewal-specific number on the deal.
• UseUse it as a forecast input alongside the standard deal stage and close date, not as a replacement for either.
• SkipDo not use it if no health score exists yet. Build renewal-expansion-015 (health score decline) or an equivalent scoring workflow first; this fiche only combines existing signals, it does not generate them.
• SkipDo not present the resulting score as a precise probability percentage in customer-facing material. It is a banded internal score built from two inputs at Professional tier, not a statistical model.