Evidence and deal health

The Evidence view shows the raw material behind your CRM intelligence: the signals Helpin detected, suggestions waiting for review, and the health of your deals. Use it when you want to understand why Helpin is flagging a customer, or to check deal health across the pipeline.

Open the Evidence view

Go to CRM → Signals.
Select Evidence at the top of the page.

To return, select Back to Signals.

Read the summary tiles

Tile	What it shows
CRM signals	The number of signals, and how many recent ones are high priority.
Pending review	Suggestions waiting for a decision.
Deal health	Deals with a health score, split into healthy (70 or higher) and at risk (below 40).
Verified evidence	The share of recent signals whose source identity is verified, and how many link to an exact source.

Where signals come from

Email threads, meetings, support conversations, notes, and other CRM activity can produce signals such as buying intent, budget, objections, competitor mentions, risk, and timeline pressure. Each signal links back to its source when one is available, so you can open the email, meeting, or conversation behind it.

Signals also appear in the CRM signals or Signals section of each contact, company, and deal page.

Review suggestions from this view

The review queue beside the signal feed lists pending suggestions. Each one explains Why Helpin recommends this and lets you approve, dismiss, or Open record. See CRM suggestions.

Suggestions only appear when a detected action is useful enough to recommend but not confident enough to run automatically.

Understand deal health

Every deal can have a health score from 0 to 100, calculated from its activity, signals, and progress. The score appears next to Signals on the deal page and in the Deal Health list here.

Score	Meaning
70 and above	Counted as healthy.
40 to 69	Neither healthy nor at risk.
Below 40	Counted as at risk. The deal also appears under Deals to review on the CRM Overview page.

Scores appear after deals have enough activity, signals, and stage history.

When the view is empty

If you see No CRM intelligence yet, Helpin doesn't have enough activity to analyze. Select Connect email to sync a mailbox, or add contacts and deals. Admins can select Review thresholds to adjust deal automation.

Was this article helpful?