AI Deal Evaluation Tool
Evaluate any deal fast and decide with confidence
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Should you chase this deal or let it go? What would have to be true for it to close before the quarter ends? And is the honest answer to that different from the one in your pipeline report?
Reps are optimists by trade, which is usually a strength and occasionally an expensive one. Evaluating a deal properly means scoring it against the same standard every time, including the parts nobody enjoys admitting. The AI Deal Evaluation Tool applies that standard and writes down what it finds.
Short answer: The AI Deal Evaluation Tool is a free AI tool that scores an opportunity and explains the score. Set the evaluation criteria, strictness, output format and feedback style, and it returns a rating, the deal's strengths, the gaps that could kill it, and what to do next.
What is AI Deal Evaluation Tool?
The AI Deal Evaluation Tool is an evaluation workspace on AIToolsay. You describe an opportunity and it grades it. Not the customer, not the market, the specific deal in front of you.
The output has three parts that matter. A score, so you can compare deals. A list of what is genuinely working in your favour. A list of what is missing, ordered so you know what to chase first. Everything else is commentary.
It works well on:
- A single large opportunity you are unsure about
- A shortlist of deals competing for the same limited attention
- A deal that has been in the pipeline longer than your average cycle
- A renewal that has gone quiet
- An inbound enquiry that looks good but has no budget conversation yet
Why Use AI Deal Evaluation Tool?
Deal reviews happen in meetings, out loud, with the rep who owns the deal in the room. That format is fine for updates and poor for honest assessment.
| Problem with the usual review | What a written evaluation changes |
|---|---|
| The most confident voice wins | The same criteria applied to every deal |
| Missing information goes unnamed | List Improvements says exactly what is absent |
| Deals are ranked by size alone | Score reflects fit, timing and evidence too |
| No record of why you backed a deal | An exportable assessment you can revisit after the close |
Where it helps
- Gives you a comparable score across very different deals
- Names the missing information rather than assuming it away
- Four strictness settings, so a first pass and a final call can differ
- Produces coaching notes a rep can act on the same day
Where it stops
- It sees only your description of the deal, not the customer's view
- Relationship signals are hard to write down and easy to miss
- A score is a prompt for a conversation, not a decision
How Does AI Deal Evaluation Tool Work?
Open the AI Deal Evaluation Tool and everything is on one page.
Prompt input area
One large text box with the placeholder Paste or describe what you want evaluated for the deal evaluation tool. Describe the deal in as much detail as you honestly have.
AI model selector
Choose the engine before generating. The list includes MSB AI, OpenAI ChatGPT, Meta AI, Anthropic Claude AI and several more.
Advanced options accordion
Ten controls, collapsed by default: four dropdowns, three content toggles, a metrics toggle, a strictness slider and a free text field.
Generate button
Sends the description, the model and every setting through the prompt engineering layer at once.
Output section
The evaluation appears in a result card, and the footer keeps a live word count as it fills.
Export tools
DOC, TXT and HTML downloads sit alongside Copy, Listen, Reuse, Download and open in full view.
Activity history panel
Session generations remain listed under the card, so three deals evaluated in a row can be compared without regenerating any of them.
Step-by-Step Guide
- Write down what you know: company size, use case, stage, value, timeline.
- Add what you do not know. Missing budget, unknown decision maker, no timeline given.
- Include the last three interactions and who initiated each one.
- Set Evaluation Criteria to Overall for a first pass, or Readiness before a close attempt.
- Choose a Strictness. Strict is the right default for deal work.
- Turn on Give a Score, List Strengths and List Improvements.
- Generate, then evaluate a second deal with identical settings so the scores compare.
Tip Write down who initiated the last three contacts. If every one was you, the evaluation will say so, and that single detail predicts more about a deal than most of the rest.
Key Features
Comparable scoring
Same criteria, same strictness, so a small deal and a large one can be judged on the same scale.
Four strictness levels
Lenient through Very Strict, plus a slider for finer control when the dropdown steps feel too coarse.
Gaps as a list
List Improvements turns what is missing into a set of next actions rather than a paragraph of caution.
Feedback tone control
Constructive, direct, detailed, encouraging or actionable, so the same findings suit a coaching session or a decision.
Best Use Cases
| When | Criteria and strictness | Format |
|---|---|---|
| Deciding where to spend the week | Overall, Strict | Score + Feedback |
| Before a close attempt | Readiness, Very Strict | Checklist |
| Coaching a rep on a stuck deal | Weaknesses, Standard | Strengths / Improvements |
| Setting a team wide standard | Completeness, Strict | Rubric |
Advanced Options Guide
| Option | What it changes | When to move it | Suggested start |
|---|---|---|---|
| Evaluation Criteria | Overall, Quality, Accuracy, Completeness, Strengths, Weaknesses, Readiness or Compliance | The question shifts from is this good to is this ready | Overall for triage, Readiness before closing |
| Strictness | Lenient, Standard, Strict or Very Strict | Raise it as the deal gets more important | Strict |
| Output Format | Score + Feedback, Detailed Report, Checklist, Strengths / Improvements or Rubric | Depends on whether this is triage or coaching | Score + Feedback |
| Feedback Style | Constructive, Direct, Detailed, Encouraging or Actionable | The evaluation will be shared with the deal owner | Actionable |
| Give a Score | Adds a numeric rating | Essential if you are ranking deals | On |
| List Strengths | Separates out what is genuinely working | Keeps a strict evaluation from reading as a dismissal | On |
| List Improvements | Returns the gaps in order | Always on for deal work | On |
| Include Metrics / KPIs | Attaches measures such as days in stage | When the evaluation feeds a pipeline review | On |
| Strictness Level | Slider from 1 to 100 | The dropdown setting feels almost right | 75 |
| Custom Instructions | Free text, up to 1000 characters | To define your own qualification standard | Your must have criteria and your automatic disqualifiers |
Important Strictness and Strictness Level both push in the same direction. Set the dropdown first and use the slider only to fine tune, or you will end up with an evaluation that finds fault with a deal that is genuinely fine.
Example Inputs
Deal: mid sized logistics company, roughly 260 staff.
Value: 34,000 first year. Stage: proposal, sent 16 days ago.
Contact: operations manager. Has told us there is budget but has not
confirmed the amount or who signs. No procurement contact yet.
Timeline: they said "before the end of the year", nothing firmer.
Last three contacts: we chased, we chased, they replied briefly.
Competitor: they mentioned they are also speaking to one other supplier.
Settings: Evaluation Criteria = Readiness, Strictness = Strict,
Output Format = Score + Feedback, Feedback Style = Actionable,
Score, Strengths, Improvements and Metrics all on, Strictness Level = 75.
Example Outputs
With that brief, the evaluation comes back roughly like this, shown truncated.
READINESS SCORE: 42 / 100
STRENGTHS
- Clear operational need, articulated by the person who owns the problem
- Budget existence confirmed, which rules out the most common blocker
- Proposal already delivered, so the commercial conversation has started
GAPS TO CLOSE
1. No confirmed signer. Highest priority. Ask the operations manager who
approves spend at this level and request an introduction.
2. No budget figure. Without it, the proposal may be priced against
nothing.
3. Momentum is one directional. All three recent contacts were initiated
by you, which usually signals low internal urgency ...
A score of 42 on a deal a rep would describe as promising is exactly the kind of disagreement worth having. The score is not the answer. The three gaps are, and each one is something you could act on this afternoon.
Tips & Common Mistakes
- ✅ Write what you do not know as clearly as what you do
- ✅ Record who initiated each of the last three contacts
- ✅ Use identical settings when comparing deals
- ✅ Keep Strictness at Strict for anything you are forecasting
- ✅ Put your own qualification standard in Custom Instructions
- ✅ Re evaluate after the gaps are closed rather than assuming they are
Mistakes to avoid
- Describing the deal as you hope it is. An optimistic brief produces an optimistic score, which helps nobody.
- Comparing deals scored at different strictness levels. The numbers are not on the same scale.
- Treating the score as the output. The gap list is the part that changes what you do.
- Naming the customer in a document you will share. Use a label. The evaluation is identical.
- Only evaluating the deals you like. The ones you avoid evaluating are usually the ones that need it.
Avoid Do not paste contract drafts, pricing agreements or named contact details into the prompt box. Describe the deal in general business terms and the evaluation works exactly as well.
AIToolsay is a free AI platform with a large suite of purpose built tools, each one focused on a single job rather than dressed up as a general assistant. The tools carry no signup wall, no usage meter and no paid tier, and you choose the engine for every generation, from MSB AI and Google Gemini through to xAI Grok AI, DeepSeek and others. Deal evaluation is most useful next to what happens after the deal resolves, so the AI Deal Loss Post Mortem is worth running on the ones that get away, and the AI Deal Win Story Writer turns the wins into something your team can reuse. The rest is on the AIToolsay homepage.
Frequently Asked Questions
Does the AI Deal Evaluation Tool cost anything?
No. It is free, there is no account to create, and nothing counts how many deals you evaluate.
How detailed should the deal description be?
Detailed enough to include stage, value, contacts, timeline and the last few interactions. Ten lines usually gives a solid evaluation.
What does the score actually measure?
How complete and convincing the deal looks against the criteria and strictness you chose. It is a comparison tool, not an industry benchmark.
Can I evaluate several deals at once?
Yes, though separate runs with identical settings give cleaner comparisons. Both stay available in the activity history panel.
Should reps run this on their own deals?
Yes, and it works better that way. Set Feedback Style to Actionable so the output reads as a list of next steps rather than a judgement.
Can I build a standard our whole team uses?
Set Output Format to Rubric, generate once, then export it as DOC. That rubric becomes the shared standard everyone evaluates against.
Why did a deal I am confident about score badly?
Usually because confidence rests on a relationship you did not describe. Add it to the brief. If it still scores badly, the gaps it names are worth a look.
Every deal you keep alive costs attention that another deal could have used. Scoring them against one standard, in writing, makes that trade visible. Run it on the deal you are least sure about and see whether your instinct and the gap list agree.
Thanks for reading. If this becomes part of your pipeline routine, come and share your criteria in the AIToolsay community, follow us on social media for new tool announcements, turn on push notifications for updates, and join the newsletter if you prefer email.
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