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Confidence Scores help you understand how strongly Dealtree believes a stakeholder matches a buying committee role. When Dealtree maps someone as an Economic Buyer, Champion, End User, Technical Buyer, Blocker, or Procurement or Legal contact, it may also show a confidence level. This gives you a quick signal about how reliable the recommendation may be based on the available account data, org chart, Seller Context, and notes.

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Pre-conditions

Before reviewing Confidence Scores, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Set up your Seller Context
  • Generated or synced the Org Chart
  • Generated the Buying Committee

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What is a Confidence Score?

A Confidence Score shows how confident Dealtree is when assigning a stakeholder to a buying committee role. For example, if Dealtree maps a CEO as the Economic Buyer, the confidence may be higher because the person likely has decision-making authority. If Dealtree maps someone as a Champion based on limited information, the confidence may be lower because Champion status often depends on real deal context, not just job title.

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Why Confidence Scores Matter

Confidence Scores help you decide how much validation is needed before acting on a recommendation. A high-confidence recommendation may be a strong signal that the stakeholder fits the role. A lower-confidence recommendation may still be useful, but it should be reviewed more carefully. Confidence Scores help you:
  • Prioritize which roles to validate first
  • Understand how reliable a role match may be
  • Identify where more account context is needed
  • Decide when to add notes or manually update stakeholders
  • Avoid treating every recommendation as final
  • Improve your sales strategy with better judgment

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How Dealtree Calculates Confidence

Dealtree uses multiple signals to estimate confidence. These may include:
  • Job title
  • Department
  • Seniority
  • Company structure
  • Seller Context
  • Account notes
  • Available stakeholder data
  • Relationship to the buying role
  • Relevance to your product or service For example, if your Seller Context says you sell a sales intelligence platform, Dealtree may assign higher confidence to revenue, sales, growth, RevOps, or leadership stakeholders for certain buying committee roles.

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How to Review Confidence Scores

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Step 1: Open the Account Workspace

Go to the Accounts section and select the account you want to review.

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Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the Buying Committee tab.

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Step 3: Review Each Buying Committee Role

Look through the mapped roles, such as Economic Buyer, Champion, End User, Technical Buyer, Blocker, and Procurement or Legal.

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Step 4: Check the Confidence Level

Review the confidence level shown for each mapped stakeholder. This helps you understand how strongly Dealtree recommends that stakeholder for the selected role.

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Step 5: Read the Reasoning

If reasoning is available, review why Dealtree selected that stakeholder. The reasoning can help you understand whether the recommendation is based on title, department, seniority, notes, or other account signals.

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Step 6: Validate with Real Account Context

Use your own knowledge, sales conversations, notes, and stakeholder research to confirm whether the recommendation makes sense.

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How to Use Confidence Scores

Use Confidence Scores as a guide for account planning. For example:
  • If the Economic Buyer has high confidence, prepare business value messaging for that person.
  • If the Champion has low confidence, ask your current contact who is actually supporting the deal internally.
  • If the Technical Buyer has medium confidence, confirm whether technical approval is required.
  • If Procurement or Legal is missing or low confidence, ask when purchasing or contract review happens.
  • If a Blocker has low confidence, treat it as a possible risk, not a confirmed blocker. Confidence Scores should help you decide what to verify next.

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What to Do with Low Confidence Scores

A low Confidence Score does not always mean the recommendation is wrong. It usually means more context may be needed. You can improve confidence by:
  • Adding clear account notes
  • Updating Seller Context
  • Syncing the organization
  • Reviewing stakeholder profiles
  • Adding missing stakeholders manually
  • Editing incorrect stakeholder details
  • Confirming roles with your Champion
  • Regenerating the Buying Committee after adding more context

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Example

If Dealtree maps a CEO as the Economic Buyer with high confidence, that may be because the CEO has strong authority over budget and company priorities. If Dealtree maps a sales manager as a Champion with medium confidence, that may be because their title and department are relevant, but Dealtree may need notes or sales context to confirm whether they are actively supporting the deal. If Dealtree cannot identify Procurement or Legal with confidence, it may mean those stakeholders are not visible in the org chart or have not been mentioned in your notes.

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Important Notes

  • Confidence Scores are signals, not final decisions.
  • Always review the reasoning before acting on a recommendation.
  • A high score still needs validation through real conversations.
  • A low score may improve when you add better notes or update stakeholder data.
  • Confidence depends on the quality of Seller Context, org chart data, and account notes.
  • Use Confidence Scores to decide what to verify, who to engage, and where more account research is needed.