Once you establish your Account Scoring criteria, you can begin adjusting to fine tune the results. You can preview these adjustments and tweak as necessary by using the Preview Scores feature!
To begin iterating, login to your DataFox instance and navigate to the Account Scoring tab.
Here you will see “Draft Criteria” and “Published Criteria.” Choose Published Criteria and select Edit. This will allow you to adjust/preview weights.
Select “Preview Scores.”
Once Preview Score is selected, two sets of criteria are available with a distribution chart. One data set is a sample set, the other a dataset important to your reps. In our example, we’ll compare a random set of companies from DataFox to Closed Won opportunities in our Salesforce (e.g. ideal accounts).
The Y-axis represents the number of companies, while the X-axis represents Account Score. Closed won opportunities or your ideal accounts should shift towards the right of the X-axis scoring higher while the random group may have various peaks, but shouldn’t be concentrated on the far right side or the X-axis like your ideal companies.
Additionally, Scores appear below in a list to show how individual accounts are impacted by criteria adjustments.
We recommend taking a screenshot of the historic results above so you can compare the new scores after you alter the Scoring criteria.
Now, if you want to begin iterating your weights for a more fined tuned result, return to Manage Criteria.
From here, you can select Add Criteria to add additional filters for better tweaking. In our example, we’ll select Signal Counts for New Products in the last year.
We’ll apply it and name the criteria “New Product.”
Once applied, we will assign a high weight to it. Once assigned, you may select Preview Scores once again to view the changes.
Select “Preview Scores” to see how your changes affected the graph. This may take several minutes to complete.
The results will allow you to identify if your weights are correct or need further adjustments. You can also view the Company Scores to analyze results.
Now that you have the ability to preview scores you can iterate on the scoring criteria instantly without waiting for the calculation!
If you have additional questions, please reach out to us at firstname.lastname@example.org.