Account Scoring - Tier Your Existing Scoring Criteria

Account Scoring features tier lists to distribute among sales reps in an equitable fashion. This allows reps to target different territories and assures no single rep handles all high valued accounts.

We’ll show you how you can utilize Account Scoring Tiers in this brief tutorial.

First, log in to your DataFox instance and navigate to the Account Scoring tab.

Once there, select the “Distribution and Tiers” option.

This area gives you a variety of options to manage your tiers and break them down as desired. You can, for example, select “Manage Tiers” and view said tiers based on a percentage rank:

Conversely, you can view them by a specific number of set companies.

In the above example, we broke the companies down into three tiers, distributed among our reps. We’ll apply those changes and modify the distribution graph.

Now, you can see how those tiers are ranked based on our Account Scoring Weights and Tier.

You can view them in the Company tab by clicking on any of the available tiers. In our example, we’ll select Tier 1.

As you can see, our desired companies shown by tier. You may also add this by selecting the Account Tier from “Add a Filter.”

Now you have a better idea of how to distribute accounts equitably among your reps.

If you have additional questions, please reach out to us at support@datafox.com.