How to set up custom prioritization scores
This guide explains how you can set up and manage your prioritization scores for Opportunities to create a clear, standardized, scoring system for decision making.
Note: Only admins can create custom prioritization scores.
Creating scores
To set up prioritization scores, do the following:
Click on "Settings" in the bottom left corner of your main dashboard
Click on ‘Taxonomy’ in the lefthand sidebar menu
Click on ‘Prioritization scores’ on the taxonomy page
Tip: When setting up prioritization scores, involve the people who are (or will be) using TheyDo. This ensures you create prioritization scores that support the prioritization framework your team needs.
Input scores vs. Computed scores
There are two types of prioritization scores - Input scores and computed scores.
Input scores are single input prioritization scores, e.g. ’Customer value’ score with possible values between 0 to 100 percent.
Whereas computed scores are set up as a computation of multiple underlying scores, e.g. ’Value’ score with underlying ’Customer value’ and ’Business value’ scores. And yes, computed scores can be used as underlying scores for other computed scores.
Setting up an input score
Click on "Add input score" in the input scores list
Fill out the Title and Description of your new input score
Fill out the "step size" and "min" and "max" values of your input scores
E.g. Step size: 1, Min: 0, Max: 5, will give you an input score where the available values are [0, 1, 2, 3, 4, 5].
E.g. Step size: 0.1, Min: -2, Max: 2, will give you an input score where the available values are [-2, -1.9, -1.8, … , 0.1, 0.0, 0.1, … , … 1.8, 1.9, 2.0]
Select a Unit (or set up your own) for your score
Setting up a computed score
Click on "Add computed score" in the computed scores’ list
Fill out the Title and Description of your new input score
Add the scores to serve as the underlying scores for your new computed score
Indicate the weight of individual underlying scores
You can also customize the ’min’ and ’max’ values to scale values you prefer.
About weighted averages
The value for the computed score is the weighted average of the underlying scores. For example, if "Tech effort" has more impact on the computed score than "Marketing effort", you'd set the weight of "Tech effort" to 2 and "Marketing effort" to 1. Thus, when "Tech effort" has a value of 60 and "Marketing effort" has a value of 30, the weighted average = 50 (as opposed to 45 if you would just take the average).
Standard prioritization scores
TheyDo comes with a few standard prioritization scores to help you start prioritizing your Opportunities.
Learn more about them here: How to prioritize Opportunities
App defaults
To help you further standardize the prioritization scores your organization uses, you can set one score as the "Main prioritization score". This score is surfaced on Opportunity cards in a Journey.
Once you have custom prioritization scores in place, you'll notice your Opportunity Matrix looks different—you can now set defaults for it's X and Y axes. Learn more here: Using the Opportunity Matrix to prioritize.