They’ve really upleveled the view here! If we didn’t have something that worked well, we might leverage it.
If you continue to run into any blockers, a workaround would be to build a custom scoring system outside of HubSpot using Coefficient’s, certified 2-way sync between HubSpot and Sheets/Excel on the HubSpot marketplace.
You can pull in all your deal data into Google Sheets, apply your own weighted formula and calculate a custom score exactly how you want it.
The cool part is, once you’ve got your logic set up, you can push that custom Deal Score back into HubSpot as a property and then visualize or use it in workflows. Makes it easier to adjust the weightings too without juggling multiple properties or complex in-app formulas.
The cool thing is that you can also use Coefficient’s AI functionality to not only build your formulas but also to explain the Deal Score and they “why” behind it and have that as a side-by-side field on your Deal Record for all of your reps. We’ve done this for our Sales & CS team because we had a user doing the same and it’s been incredible. I made a quick video on this recently.