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.
- Navigate to Settings on the upper right side.
- Select Cover Page on the left side.
- 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.
- Add a new Field to a group by selecting +Add New Field at the bottom of that group.
- Select the Single Choice Field Type (must select single choice to activate Deal Scoring).
- Enter field title.
- Enter your list of choices in the Choice List.
- Select "Use this field for deal scoring" icon to activate the deal scoring field.
- 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).
- Within the Pipeline view, the deal score will appear for each target on the right hand side of the project card.
- 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
- Predefined thresholds for color coding scores: