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Scoring Fields

PreviousGoodFitNextScoring Analysis

Last updated 11 months ago

Having all the accounts in your market mapped is great but there's only so many accounts that the sales team can engage with at any time. We need to make sure they engage with the best accounts first. That's why we've built the scoring feature in the GoodFit app.

We've designed this feature to be as easy to set up as possible. The score is the sum of rules:

Each rule has two components:

  • filter - made out of field name, operator and value(s) (i.e. Employee Count >= 50)

  • weight (on a scale from -10 to 10, where -10 is very negative impact and 10 very positive impact).

You can create as many rules as you need to truly prioritise your accounts.

Once the scoring is set up, each account in the dataset is assigned a summed score based on the rules they've met. For example:

  • Company A that is located in the United States, with 100 employees and more $5,000,000 in funding will score 12 (7 + 5).

  • Company B that is located in the same country & has same number of employees but no funding on the other hand will only score 4 (7 + 5 - 8).

Once the scoring is set up you should see Goodfit Score column populated in the Companies tab. This is like any other column in the GoodFit app - it can be mapped & synced to the CRM (see Mapping Fields) or exported via CSV (see CSV Export)

Preview Screen

As you're setting up your scoring we believe it's important that you have feedback in real time. Preview screen allows you to see companies with the highest & lowest score (& it is dynamic meaning whenever you change a scoring rule the preview will be updated). The preview table also includes each column that is used in the scoring rules so you can easily check the what values highest & lowest scoring companies have.

There's 3 areas in preview screen:

  • Best fit tab - in this tab you will see a preview of the companies that have the highest score.

  • Worst fit tab - here you will see companies that have the lowest score.

  • "Search specific companies by domain(s)" search field - you can filter the preview screen by specific companies using their domains (see more in Tips & Tricks).

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