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Pipeline+ Deal Scoring

Rate Projects on Your Terms with Custom Criteria


Programmatic Project Evaluations & Target Scoring

  • Develop standardized criteria to meet your needs
  • Quickly identify which deals deserve your team's primary focus
  • Visualize high-synergy companies directly on the pipeline with color-coding & score breakdowns
  • Multi-process support allows varying business units to set unique criteria to suit their needs

Deal Scoring ranks open projects on your pipeline by rules you set, allowing you to identify the targets that best align with your goals instantly. 


Pipeline Overview

  • View ratings directly from your pipeline to quickly analyze which deals should be a top priority.
  • Easily identify positive or negative synergies with green or red color-coding determined by score total.
  • Predefined color coding; 0 to 30 reflects as red, 30 to 65 displays grey, and 65 through 100 shows green.
  • See a clear breakdown of deal scoring factors and their impact on the score.
  • Find prospects that closely match your needs at a glance.

Deal pipelines can have dozens, sometimes hundreds of potential targets lined up in any given stage-gate and can swiftly become overwhelming to sort through. Deal scoring helps analysts identify companies with the best synergies so their time can be better spent gathering more information or building better relationships. 


Standardize Your Target Scoring

  • Activate deal scoring on the data points that matter to you most.
  • Set custom values for deal scores, awarding more or fewer points depending on your team's values.
  • Freely swap between deal processes in order to rate targets against different criteria as various business units require.
  • Review and select difficulty rantings per deal scoring option.

Pick and choose which project fit criteria are most appealing to your business development team and adjust our deal scoring module accordingly. Customize your reports and scoring rules to ensure that only the most promising leads are pushed to the forefront, reducing the amount of time spent on unqualified leads while increasing the number of deals your team can vet.


Finding Your Perfect Fit

  • Activated fields are reflected on the overview dashboard where the project-specific fit can be selected.
  • See exactly where point addition or deductions come from to a better-informed analysis.
  • Depending on the metric, select from a drop-down field to rate the project or enter a specific value in a text box.
  • Narrow down what criteria your business development team values most and capitalize on prime targets.
  • Rank projects by company headcount, cultural fit, cost synergies, target markets, and much more. 

From the pipeline dashboard, review a breakdown of your pre-set scoring criteria and how each target compares to your ideal fit. Easily identify what synergies and what challenges any target offers. Add direct notes to text-based scoring fields to better inform your team, or change scores at will based on new analytics.

Deal Scoring is an Invaluable Prospecting Tool

Source 5x more deals and push quality leads to the top of your priority list informed by custom set criteria that reflect your corporate development team's specific needs and values. Identify your perfect fit, set scoring metrics, and shape how your deal pipeline reflects the deals that have the most synergies. Save valuable time and money otherwise wasted on researching unqualified targets and turn the focus back onto what matters most - your growth.