The System Configuration screen is the operational heart of TeamPulse for SuiteCRM. While standard CRM reports focus on lagging indicators like revenue and closed deals, the TeamPulse scoring rules layer allows sales leadership to define leading indicators – the specific behaviors that predict success before they show up in the numbers.
By mapping CRM modules and defining what constitutes “good behavior” through scoring rules and hygiene thresholds, managers move from reactive reporting to proactive coaching. This directly addresses the critical pain point of pipeline rot and behavioral drift.
The Discipline Scoring Engine
The Discipline Scoring Engine produces a 0-100 metric that quantifies process adherence. It is a weighted average of five core behavioral factors derived from raw activity counts in SuiteCRM.
| Component | Default Weight | SuiteCRM Source | What It Measures |
|---|---|---|---|
| Follow-up Consistency | 25% | Opportunities | Speed of response; activity date vs. stage threshold. |
| Task Completion Ratio | 20% | Tasks Module | Ratio of tasks completed on time vs. overdue. |
| CRM Update Frequency | 15% | User/Records | Frequency of logins and record modification recency. |
| Deal Hygiene Quality | 20% | Opportunities | Presence of next steps, valid close dates, and stage movement. |
| Activity Continuity | 20% | Calls + Meetings | Daily cadence; absence of gaps in a rolling 7-day window. |
Version 0.9.9 note: Scoring weights are currently read-only, displayed as progress bars reflecting field-validated benchmarks. Customization via sliders is planned for version 1.0.
Score Bands
| Score Range | Band | Interpretation |
|---|---|---|
| 90-100 | Exceptional | Consistent high-discipline process adherence. |
| 70-89 | Strong / Standard | On-track; minor gaps only. |
| 50-69 | Needs Coaching | Identifiable behavioral gaps; targeted intervention recommended. |
| 0-49 | Critical | Significant process breakdown; immediate coaching required. |
Deal Hygiene Monitor & Thresholds
The Deal Hygiene Monitor proactively scans opportunities to detect structural weaknesses before they impact revenue. It flags deals using the following logic:
- No Next Step – Open deals with zero future tasks, calls, or meetings scheduled.
- Stalled in Stage – Deals remaining in the same stage longer than 30 days (default). Flagged in the Deal Hygiene Monitor and rep scorecard.
- Stale (Dashboard Summary Bar) – Deals with no activity logged in the past 14 days. This is the threshold used by the dashboard summary bar and pipeline overview.
- Expired Close Date – Expected close dates that sit in the past, reducing forecasting accuracy.
- Missing Data – Deals with an amount of 0/null or a null close date.
Note: In v0.9.9, thresholds are system-wide constants configured within Settings ? Scoring Rules. There is no separate “Thresholds (Beta)” tab. Custom threshold sliders are planned for v1.0.
[Image Placeholder: Deal Hygiene Monitor showing red-flag deals with No Next Step and Stalled in Stage indicators]
Date Filter Options
Date filters available across TeamPulse views are: 1W, 2W, 1M, and Custom. The 3M (three-month) filter is not supported in v0.9.9.
CRM Module Mapping & Field Integration
TeamPulse integrates with SuiteCRM’s native module system to ingest data without manual entry.
- Core Modules – Users, Opportunities (Deals), Tasks, Calls, and Meetings.
- Standard Field Mapping:
- Deal Name ? Potential Name
- Stage ? Sales Stage
- Amount ? Amount
- Closing Date ? Date Closed
- Owner ? Assigned User
Role-Based Access to Configuration
Configuration access is governed by the three RBAC roles:
- Admin (
is_admin=1) – Full access to all Settings tabs including Scoring Rules, AI & Data, and Debug. - Manager (has direct reports) – Restricted to General, Schedule, and Support tabs only.
- Rep (everyone else) – No access to Settings; restricted to Self-View only.
Step-by-Step System Configuration
- Access Settings – Navigate to TeamPulse in the top navigation bar and select Settings from the left sidebar.
- Verify Connectivity – On the General tab, check the SuiteCRM API Status. It must show a green “Connected” badge. If it shows “Unreachable,” run a Quick Repair and Rebuild in SuiteCRM Admin.
- Select Data Source – Toggle between Live Mode (real CRM data) and Demo Mode (25 fictional reps across 3 teams for training). Switching to Live Mode requires a valid license key.
- Review Scoring Rules – Navigate to the Scoring Rules tab. Review the read-only progress bars to understand how the 0-100 score is calculated for your team.
- Set AI & Data Parameters – On the AI & Data tab, select your provider (OpenAI, Gemini, or Built-in InsightEngine). If using BYOK, enter your API key; it will be stored using AES-256 encryption in
teampulse_config. - Execute Data Audit – Navigate to the Debug tab and click Run Audit. This confirms TeamPulse is correctly reading active user counts and that all 7 custom tables exist.
[Image Placeholder: Settings Scoring Rules tab showing five behavioral factors as read-only progress bars with default weight percentages]
Debug Logging
Debug logging is always on in v0.9.7 and later. There is no toggle to disable it. Log output is accessible in Settings ? Debug and is used to diagnose API connectivity, scoring engine reads, and table health.
Next Steps After Configuration
- Validate Field Accuracy – If Deal Hygiene scores are unexpectedly low across the team, confirm reps are using the standard
next_stepanddate_closedfields correctly in SuiteCRM. - Quarterly Weight Review – Plan to review scoring weight priorities quarterly once slider customization is available in v1.0. For example, during a Pipeline Cleanup initiative, Deal Hygiene Quality should receive higher weighting.
- Identify Coaching Opportunities – Use Audit results to ensure all active reps are being tracked. If a rep is missing, verify their
reports_to_idin SuiteCRM User Management.
Troubleshooting / FAQ
Q: Why are all my reps showing a score of 0?
A: This typically means the Scoring Engine cannot read user data. Run a Data Audit in the Debug tab to check the active user count and confirm the teampulse_cache table is functioning.
Q: The API shows as “Unreachable” in the General tab.
A: The entry point may not be registered. Go to Admin ? Repair ? Quick Repair and Rebuild to compile navigation extensions and entry points.
Q: How do I change the “Stalled Deal” threshold?
A: In v0.9.9, the Stalled in Stage threshold defaults to 30 days and the dashboard Stale bar defaults to 14 days. Both are system-wide constants configured in Settings ? Scoring Rules. Custom threshold sliders are planned for v1.0.
Q: Where is the Dashboard Customize button?
A: The Dashboard Customize button is hidden in v0.9.9 and is deferred to v1.0.