Configure Deal Scoring

Only Admins, Power Users, and Users in Process Admin Groups can access and change Settings.

• For more information on deal scoring click here -Pipeline+ Deal Scoring.
• Ranking is important, that’s why we made it possible to set criteria and score each potential deal in a system that awards them points for hitting certain metrics, without you having to do the legwork and tedious research. Deal scoring assigns a numerical value to any open deal, allowing your team to filter for targets that only score a high enough rating to merit their full attention. Below each company logo, you will find a color-coded score representing each target’s Deal Score. This article will walk through how to set up Deal Scoring. 

1. Navigate to Settings on the upper right side.
2. Select Cover Page on the left side.
3. Add a new Group on the Cover Page by Selecting +Add new group (OPTIONAL Ex. Deal Scoring).  
   • Name the Group.
   • Choose if this Group will be hidden from the Cover Page.
     • Hidden Groups are not visible for any User on the Cover Page.
   • Click Create.
4. Add a new Field to a group by selecting +Add New Field at the bottom of that group.
5. Select the Single Choice Field Type (must select single choice to activate Deal Scoring).
   1. Enter field title.
   2. Enter your list of choices in the Choice List.
   3. Select "Use this field for deal scoring" icon to activate the deal scoring field.
   4. Once deal scoring icon is selected, you will be able to associate a scoring weight to each choice list (highest scoring weight for each field should add up to 100).
6. Within the Pipeline view, the deal score will appear for each target on the right hand side of the project card.
7. To edit the deal scoring field directly from the Pipeline view, click the deal score to select which field you'd like to edit and the cover page will open.
   • Predefined thresholds for color coding scores:
     • 0 <= red < 30
     • 30 <= grey < 65
     • 65 <= green <= 100