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Is there an out of box Total Score?

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Posted on by 545

I am able to create lead scoring models.  When I go to a lead that is associated with a contact, I see in the lower right corner there is a list of the scoring models and points that have been accumulated for each model.

Does the product offer a TOTAL Score field?  I want to see all of the scores, from every model, summed up.

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  • Stephani Profile Picture
    Stephani 545 on at
    RE: Is there an out of box Total Score?

    Wow, I really thought that would be standard.  I will definitely add it.  We tried to create a field that summed up the values but we couldn't, so we will have to try BI.  I haven't been to the Ideas portal yet as I'm still working through all the functionality of the tool.

  • Verified answer
    megcda Profile Picture
    megcda 2,192 on at
    RE: Is there an out of box Total Score?

    Hi Stephani,

    This isn't possible out of the box but you could integrate with Power BI to build a report which would display this information.  I suggest you visit our Ideas portal and add this to the list of feature requests.  Our PMs review this regularly and community votes help with prioritization.
    Thanks,

    Megan

    Please mark as Verified if this answered your question!

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