topic Re: Red Circle with a number - What does it mean? in Mobile Application

Red Circle with a number - What does it mean?

BRuiperez — Tue, 04 Jun 2024 10:07:31 GMT

What is the meaning of this red circle and a number? Showing on some deals when using the Hubspot APP only

Re: Red Circle with a number - What does it mean?

Lucila-Andimol — Tue, 04 Jun 2024 10:23:40 GMT

Hey @BRuiperez

this is a VERY new feature rolling out

not only in mobile but in general in the CRM

and its related to a score.

Here is more info about how it works and how its calculated.

you are going to find something similar in Tickets/Help desk.

hope this helps

Re: Red Circle with a number - What does it mean?

karstenkoehler — Wed, 05 Jun 2024 04:17:55 GMT

Hi @BRuiperez,

That's a recent product update from two days ago, here is the announcement:

Mobile

Predictive Deal Score - now on iOS + Android

June 3, 2024

What is it?

You can now access predictive deal score on mobile, making it easier for sales reps away from their desk to manage and work their deals. Predictive deal score provides an easy and digestible signal on deal health with an indication of how likely a deal is to close.

Why does it matter?

The more deals you have in progress, the more overwhelming it can feel to look at them, especially on mobile screens. With predictive deal score, data and AI will be used to rank deals based on the likelihood of closing.

This empowers sales reps to focus their efforts on the most promising opportunities and gain a deeper understanding of the key factors that drive success. Additionally, sales managers can utilize these scores to provide targeted coaching and set achievable goals for their team.

How does it work?

The deal score reflects the probability that a deal will be won. A deal score of 85 for instance, ‌means that there is a predicted 85% likelihood of winning this deal, calculated using AI. The score is based on factors that correlate with successful or unsuccessful deals such as time between engagements and time spent in deal stages.

In the app, simply navigate from Home > Deals to see your deals with predictive deal score on display on the deal record in addition to the deal board/list. To make it even easier, you can sort the board or list in ascending or descending order using the deal score to help prioritize high-scoring deals or see which low-scoring deals need attention.

Who gets it?

Sales Professional and Sales Enterprise

The deal score criteria are explained in more detail here: https://knowledge.hubspot.com/records/use-deal-scores#view-score-key-factors-and-history-beta

Hope this helps!

Re: Red Circle with a number - What does it mean?

stacy_jenkins — Thu, 11 Jul 2024 14:49:18 GMT

How do I remove this new Deal Score from the mobile app? This circled number doesn't really help us in our RFP Pipeline.

Re: Red Circle with a number - What does it mean?

Lucila-Andimol — Fri, 12 Jul 2024 09:04:32 GMT

Hi @stacy_jenkins

I don't see this as a turn on/off feature for the moment.

If you use the list view, this is not shown.

You can post this in the Ideas forum so that the product team considers it in future app updates.

hope this helps

Re: Red Circle with a number - What does it mean?

Girifox — Mon, 29 Jul 2024 11:43:22 GMT

Nice idea for an AI score, but definitely needs to have an OPTION to hide it on mobile app, just like you can hide it on desktop. This way for enterprises for whom it is meaningless and incorrect (like us), I can hide it.

Re: Red Circle with a number - What does it mean?

Lucila-Andimol — Mon, 29 Jul 2024 12:26:37 GMT

Hey @Girifox

yes.

I've posted this as an idea so that the product team considers the on/of option.

You can upvote here

https://community.hubspot.com/t5/HubSpot-Ideas/Turn-On-OFF-Predictive-Deal-Score/idc-p/1014091#M188565

Thanks

Re: Red Circle with a number - What does it mean?

stacy_jenkins — Mon, 29 Jul 2024 13:16:36 GMT

Thank you for posting the idea! I have upvoted being able to turn off the
scoring. Our pipelines are used to move RFP proposals, which aren't exactly
like deals so the score is meaningless. It gets very distracting for our
Principals.