Fields Glossary

Field	Description	Object Type	Property Type	Default Field ID
Metrics Useful	Quantifiable measurements of the prospect's pain points and potential ROI of your solution	Deal	Text	metrics_useful
Economic Buyer Useful	The person with budget authority who can make the final purchasing decision	Deal	Text	economic_buyer_useful
Decision Process Useful	The steps and timeline required for the prospect to make a purchase decision	Deal	Text	decision_process_useful
Decision Criteria Useful	Key factors and requirements the prospect uses to evaluate potential solutions	Deal	Text	decision_criteria_useful
Indicate Pain Useful	Current challenges and problems that create urgency for the prospect to act	Deal	Text	pain_useful
Competition Useful	Internal advocate who actively promotes your solution within their organization	Deal	Text	competition_useful
Champion Useful	Understanding of alternative solutions being considered and competitive positioning	Deal	Text	champion_useful
MEDDICC Score Useful	Total MEDDICC score across all dimensions. Scores are shown as a percentage of 35 possible points	Deal	Number	meddicc_score_useful
Deal Status Useful	Current status and progress of the opportunity	Deal	Text	deal_status_useful
Business Conext Useful	The business situation and environment surrounding the opportunity	Deal	Text	business_context_useful
Key Players Useful	Important stakeholders and decision-makers involved in the opportunity	Deal	Text	key_players_useful
Champion Overview Useful	Overview of the internal champion and their role	Deal	Text	champion_overview_useful
Champion Motivation Useful	Understanding of what drives the champion to support this solution	Deal	Text	champion_motivation_useful
Next Steps Focus Useful	Key actions and priorities for advancing the opportunity	Deal	Text	next_steps_focus_useful
Future Firm Commitment	Running log that tracks the current next commitment, including who owns the action, what needs to be done, when it's due, and the business context. Also provides an analytical assessment of the prospect's reliability pattern and overall deal momentum based on historical interaction data.	Deal	Text	future_firm_commitment
Incumbent Solution	What is known about how an account currently addresses a specific problem space, including details about their current solution, contract terms, costs, and key stakeholders. Includes status tags indicating certainty levels (Known, Inferred, Not Yet Asked, Asked But Vague) and sentiment analysis of the account's feelings about their incumbent solution.	Deal	Text	incumbent_solution_details
Business Uncertainty Useful	Business-related risks and unknowns that could impact the deal	Deal	Text	business_uncertainty_useful
Political Uncertainty useful	Organizational and political factors that could affect the decision	Deal	Text	political_uncertainty_useful
Technical Uncertainty Useful	Technical challenges and unknowns that need to be addressed	Deal	Text	technical_uncertainty_useful
Gaps Useful	Missing information or weak areas that need strengthening	Deal	Text	gaps_useful
Strong Signals Useful	Positive indicators that suggest a higher likelihood of success	Deal	Text	strong_signals_useful
Weak Signals Useful	Concerning indicators that may suggest risk or lower likelihood of success	Deal	Text	weak_signals_useful
Closed Outcome Actionable Recommendations	Specific, concrete recommendations for five teams (sales reps, sales managers, revenue operations, product marketing, and product) based exclusively on the learnings from this deal. Each recommendation is tailored to help teams improve their approach for similar future opportunities.	Deal	Text	closed_outcome_actionable_recommendations_useful
Closed Outcome Stakeholder Dynamics	Assessment of key people involved in the deal, including champion strength and effectiveness, economic buyer engagement level, internal detractors, organizational politics, and overall alignment across the prospect's organization. This includes a structured stakeholder list with stance, influence level, decision rights, and focus areas for each key player.	Deal	Text	closed_outcome_stakeholder_dynamics_useful
Closed Outcome Primary Factor	A simple string field containing a formatted text summary of the single most important factor that determined the deal outcome.	Deal	Text	closed_outcome_primary_factor_useful
Closed Outcome Counterfactual Assessment	An analytical evaluation of whether resolving the decisive primary factor would have changed the deal outcome, including the likelihood assessment, detailed rationale considering all other contributing factors, and relative impact analysis. This helps teams understand whether the primary factor was truly decisive or if multiple insurmountable barriers existed.	Deal	Text	closed_outcome_counterfactual_assessment_useful
Closed Outcome Decisive Factor	A structured breakdown of the single most important factor that determined the deal outcome, formatted with category (pricing, product fit, competition, stakeholder, process, timeline, technical fit, value case, commercial terms, or other) and a specific causal explanation. This provides the categorized, detailed root cause analysis.	Deal	Text	closed_outcome_decisive_factor_useful
Closed Outcome Process And Timeline	Documentation of the sales process execution including key milestones achieved, factors that delayed or accelerated the deal, specific sales execution issues, timeline urgency factors, and process problems. This captures how the sales methodology and timing affected the outcome.	Deal	Text	closed_outcome_process_and_timeline_useful
Closed Outcome Pricing And Terms	Structured analysis of pricing discussions including positioning (e.g., premium vs. discounted), specific objections raised, any discounts or concessions offered, and commercial terms considerations. This captures all financial and contractual factors that influenced the deal with normalized objection tracking.	Deal	Text	closed_outcome_pricing_and_terms_useful
Closed Outcome Product Fit	Analysis of how well the product aligned with the prospect's requirements, including fit summary, required capabilities, identified gaps, proposed workarounds, technical concerns, and strategic alignment with the prospect's broader business objectives. This documents all product-related factors that influenced the buying decision.	Deal	Text	closed_outcome_product_fit_useful
Closed Outcome Data Quality	An assessment of the completeness and reliability of the available data used for the analysis, including coverage description, count of sources by type (calls, emails, chats, notes), and a confidence score (0.0-1.0). This helps readers understand the strength of evidence supporting the analysis conclusions.	Deal	Text	closed_outcome_data_quality_useful
Closed Outcome Contributing Factors	List of 3-6 secondary factors beyond the primary reason that influenced the deal outcome, each categorized by type and impact level (blocker, major, minor, or positive). Each factor includes specific evidence showing how it affected the deal progression.	Deal	Text	closed_outcome_contributing_factors_useful
Closed Outcome Summary	1-3 sentence executive summary explaining the primary reason why the deal was won or lost. This provides sales leadership with an immediate, decisive explanation of the outcome based on all available interaction data.	Deal	Text	closed_outcome_summary_useful
Closed Outcome Competitive Context	Documentation of all competitors involved in the evaluation, including their role in the outcome (winner, contender, incumbent, or none), their perceived strengths and weaknesses, and a summary of competitive differentiation. This captures the competitive landscape and explains why the prospect chose one solution over others.	Deal	Text	closed_outcome_competitive_context_useful