Salesforce opportunity hygiene scorer with MEDDICC tracking
Build a private, read-only Salesforce opportunity hygiene dashboard for sales managers and Revenue Operations. Use it to identify open pipeline records that need attention without requiring leaders to inspect every opportunity manually. Focus on opportunities closing in the current quarter or the next two quarters, and produce an explainable hygiene score that prioritizes stale customer contact, outdated close dates, stage age, activity frequency, and incomplete MEDDICC information. Trigger the workflow through a private webpage route that authorized users open on demand. Keep the dashboard and its supporting data routes restricted to members of the workflow’s space. Create these main steps: Fetch current open opportunities, ownership hierarchy, relevant CRM activity, and available MEDDICC information from Salesforce—or the team’s CRM. Fetch recent customer calls and CRM associations from Gong—or the team’s conversation-intelligence platform. Match engagement data to opportunities and calculate a transparent hygiene score with component-level reasons and actionable issue labels. Render an interactive dashboard with summary metrics, score distribution, searchable and filterable opportunity results, Salesforce record links, and detailed score previews. When a manager is selected, show a dedicated portfolio view with average hygiene, pipeline value, owner and opportunity counts, health distribution, stale-contact risk, past close dates, and MEDDICC gaps. Allow users to filter by opportunity or account name, opportunity owner, manager, stage, health band, and hygiene issue. Sort the priority register from lowest score to highest. Show stage, close date, last contact, Salesforce activity count, Gong call count, primary issue, and opportunity value. Let users inspect why an opportunity received its score before opening the source record. Make all source access read-only, disclose incomplete or capped source data, and do not update CRM records, create tasks, or send notifications. Use a professional, editorial RevOps design suitable for sharing with a small internal group. Tools used: 3B, Salesforce, Gong, React, Tailwind CSS
What this prompt builds
This workflow scores Salesforce opportunities on hygiene factors—stale contact, outdated close dates, incomplete MEDDICC, and prolonged stage duration—then surfaces a prioritized, read-only dashboard for sales managers and RevOps. It combines CRM activity with Gong call data to produce explainable scores and actionable issue labels without modifying source records. Managers gain a focused portfolio view that highlights deals requiring follow-up and reveals data-quality gaps across the pipeline.
The problem
Sales leaders and Revenue Operations teams struggle to identify which open Opportunities need attention when Salesforce holds hundreds of records across multiple stages and quarters. Scattered hygiene signals—stale customer contact, outdated close dates, incomplete MEDDICC fields, and opportunities stuck in the same stage—remain buried in individual records, forcing managers to inspect deals one by one instead of prioritizing pipeline risk at a glance. This workflow converts those signals into a single, explainable hygiene score and surfaces a filterable dashboard that highlights the deals with the greatest data-quality and engagement gaps. It combines Salesforce activity with Gong call records to show exactly why each Opportunity received its score, giving RevOps a consistent measure of pipeline health and giving managers a fast, actionable view of their team's portfolio.
Solution and impact
Revenue Operations and sales managers gain a prioritized, read-only view of Opportunity hygiene without altering source records or triggering notifications. The workflow scores open Opportunities closing in the current and next two quarters on contact cadence, MEDDICC completeness, close-date quality, and stage age, then renders an interactive dashboard with summary metrics, health distribution, searchable results, and detailed score explanations. Managers see a dedicated portfolio view showing average hygiene, pipeline value, stale-contact risk, past close dates, and MEDDICC gaps, letting them focus follow-up effort on the highest-risk deals and verify that automated enrichment is capturing the right information.