← Help Center

How to Use Opportunity Scoring

Score sales opportunities by fit, timing, and likelihood to close using real school data.

What It Does

Opportunity Scoring evaluates every sales opportunity in your pipeline using multi-factor scoring: fit, timing, budget cycle alignment, and competitive signals. Scores are generated automatically from ThinkKits data — no manual input required.

Each opportunity gets a composite score with a factor-by-factor breakdown showing exactly why it scored high or low. Score history lets you track how opportunities evolve over time.

Who It's For

Vendors and sales teams who want data-driven pipeline prioritization. Sales managers use it to focus team effort on the highest-probability deals.

How to Use It

  1. Open Opportunity Scoring from the sidebar under the Vendor Intelligence Suite.
  2. View the scoring dashboard with all opportunities ranked by composite score.
  3. Review the pipeline summary cards showing average score, score distribution, and top-scoring opportunities.
  4. Click any opportunity to see the factor-by-factor scoring breakdown with data sources.
  5. Use filters to view opportunities by stage, score range, or territory.
  6. Export scored pipeline as CSV for reporting or CRM sync.

Tips

Plan Required

Business ($499/mo). Opportunity scoring is a Business-tier feature.

Was this guide helpful?

← Back to Help Center