Define criteria, weights and thresholds. Score a lead inline and watch the tier update live.
Sales-ops qualification scorecard · criteria → weights → thresholds → live score
Good rubrics weight intent + behavioral signals above firmographic once a lead has shown interest. Demo requests, pricing visits, and multi-touch engagement routinely outperform title + company size.
Weight deals by stage probability and expected close date. Monthly weighted forecast, unweighted pipeline, and edit-in-place deal list.
Tiered commission, SPIFs, and accelerators. Presets for SaaS ramp, enterprise AE, and BDR. Effective rate + payout breakdown.
Line-item quotes with discounts, expiration, and terms. Save named quotes in-browser. Print or save as PDF.
Define criteria, weights and thresholds. Score a lead inline and watch the tier update live.
Sales-ops qualification scorecard · criteria → weights → thresholds → live score
Good rubrics weight intent + behavioral signals above firmographic once a lead has shown interest. Demo requests, pricing visits, and multi-touch engagement routinely outperform title + company size.
Weight deals by stage probability and expected close date. Monthly weighted forecast, unweighted pipeline, and edit-in-place deal list.
Tiered commission, SPIFs, and accelerators. Presets for SaaS ramp, enterprise AE, and BDR. Effective rate + payout breakdown.
Line-item quotes with discounts, expiration, and terms. Save named quotes in-browser. Print or save as PDF.