Reporting on lead scoring

[SLongley3]

We have two metrics for lead scoring - fit and engagement.

Does anyone know of a way to view/report/identify those that are high on each scale? I've tried a scatter report, with limited success. The table or pivot table wasn't much better.

Ideally, I don't want to create workflows to set another score based on the other two but will do it if necessary.

In my head, the scatter report is ideal. It would show the two axes and then the upper right side would show the highest scoring contacts for inspection.

Any ideas more than welcome 🙂

[Josh · Accepted solution]

Hi @SLongley3,

Could you do this with an Active List. 

• Criteria would be
  • Score 1 is Greater than or Equal to X
    • AND
  • Score 2 is Greater than or Equal to X

This wouldn't require any additional calculations and you could then use this list membership for sales activities, marketing, reports, etc.

Hope that helps!

Josh 

[SLongley3]

Yeah good point.

That would work, just not in the aesthetic way I thought I'd be able to show in a report 🙂