Articles on: Reports

How to create a Deal Scoring Report?

Visualization:

Steps:

Firstly, work with the team to define the Deal Score Criteria. In this report, the score of a deal is depending on the following four fields:

Location = US: 25pts
Number of employees > 5000: 25pts, with fewer points the closer to zero the employee count goes
Revenue > 100M: 25 pts, with fewer the lower the revenue number is
EBITDA > $5.00/share: 25 pts with fewer points the lower the $/share is

Choose "Pipeline Deals" explore.
In the "Deal" view in Field Picker section, choose the following fields: "Deal Title", "Country Code", "Size ($ m)", "Number of Employees", "EBITDA ($ m)".
Click on "Run" button to run the report.
In the Field Picker section -> Custom Fields -> Add Table Calculation as shown below:

Repeat step 5 to create the following four table calculations:

if(
  ${dashboard_deal.country_code} = "USA",
  25,
  0
)

if(
  ${dashboard_deal.number_of_employees} > 5000,
  25,
  ${dashboard_deal.number_of_employees} * 25/5000
)

if(
  ${dashboard_deal.size} > 100,
  25,
  ${dashboard_deal.size} * 25/100
)

if(
  ${dashboard_deal.ebitda} / ${dashboard_deal.number_of_employees} > 5,
  25, 
  ${dashboard_deal.ebitda} / ${dashboard_deal.number_of_employees} * 25 / 5
)

Repeat step 5 to create another table calculation for the total score of the deal:

In the Visualization pane, choose "Table" as the visualization type, hide the four table calculations as below by clicking the gear icon next to the field -> choose "hide this field in visualization".

Apply Conditional Formatting: Go to Edit -> Formatting -> Enable Conditional Formatting -> Add the Rules as you want for the conditional formatting.

Updated on: 09/05/2023

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