Understanding The Opportunity Priority Score

Introduction

It is a feature where you can see and decide how each sales opportunity will be prioritized. Which Products you prefer to sell, the Opportunity Value (or deal size) and Timing to Closure are evaluated here. A score of 1 indicates this criteria is unimportant while a score of 5 indicates it is most important. It helps the sales team decide on allocating their time in the best interest of the business.

Follow the steps below to see more about Priorities

Go Sales Pipeline and visit Settings.

Next, go to Priorities TAB.

Priorities

This is where you decide how each sales opportunity will be prioritized. Which Products you prefer to sell, the Opportunity Value (or deal size) and Timing to Closure are evaluated here. A score of 1 indicates this criteria is unimportant while a score of 5 indicates it is most important.

You will see 3 columns in the tab which are called Products, Value and Timing. 

Product 

This is a list of your products. By default they have been assigned a neutral score. Please adjust the priority score up or down based on how desirable it is to sell the product.

Value

This is the monetary value of the opportunities that you may encounter. Add the value ranges and assign a score based on the deal size you would like to prioritize.

Timing

This is the time that will elapse between today's date and expected close date. Select the timing and the priority score beginning with the shortest and ending with the longest.