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, then select Process Settings
Then select Cover Page from the column on the left
Deal Scoring is only available on single choice fields. Keeping this in mind, you can create new fields in which you would like to activate Deal Scoring, or activate Deal Scoring within existing single choice fields.
To activate Deal Scoring in a new field, click on +Add new field, then select Single Choice.
Enter the Field title, add your list of choices in the Choice List and then toggle on Use this field for deal scoring
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
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- Predefined thresholds for color coding scores:
- 0 <= red < 30
- 30 <= grey < 65
- 65 <= green <= 100
- Predefined thresholds for color coding scores: