Opportunity Scoring

You can view, update, and edit opportunity scores in the Score tab.

Scores consist of Categories and Criteria. Each Category has a number of Criteria that must add up to a total weight of 100; a criterion with a weight of 50 will count towards 50% of the total score.

You can edit your score template as an Admin by clicking the “Edit Score Template” button in the top right. Here you can add or remove Category sections and manage criterion’s names, ranges, and weights.

Each criterion has a score range. If the range is 1 (meaning the values can only be 0 or 1), the score will render as a checkbox. Otherwise, it will allow the user to input a number from 0 to the range.

You can also add a description to individual scoring criteria. For example, you can use this section to describe what a certain score value represents. To add a description, you will need to be an Admin. Click on the "Edit Score Template" Button and within each criterion, you can add a description by clicking the "Edit description" button. Changes to the description are effective immediately.

Note: once the score template has been saved, all opportunities in your pipeline will share the same template - any removed fields will be lost.