Creating user score goal

Introduction:

User score refers to the total points accumulated by you, as a user, by completing or planning various lead, partner, or activity actions. User score can become a goal where the target is to achieve a certain number of points depending on your company. This goal can be an individual goal or a team goal. If it is configured as a team goal for manager roles, the manager's goal will be an aggregate of the individual score and the team's score.

Note:

You need to enable the user score feature to access the user score goal. goals self serve

User Score: An Example

You can configure the user score as a goal with specifications about actions that contribute to the score. You can create a goal where points are counted only if the leads are closed. The rules governing these points are found in Custom Configuration > scoring_config. goals self serve

New User Score Goal:

Scoring Rule Specific to This Configuration:
4 points are allotted when you update the state of a prospect or lead. If this is the required rule for the goal, copy the code ("lead_closed_policy_1" in the picture) and paste it into the value field while creating a goal with a user score.
This image shows multiple rules applied to one goal. Add more filters to make the user score specific to your requirements.

Configuring User Score Goal:

When you create a new user score goal, the general scoring rules configured in Custom Configuration > scoring_rules apply to the goal.

To configure a goal with a user score that has no specifications:

Log in to the web app.
Click Self-serve > Global Settings > Performance Management > Goals Definition.
Create a goal with metric as User Score.
To see the changes, log out and log in again.

Configuring User Score Goals with Specifications:

If you want to choose only certain score rules from Custom Configuration to be applicable to this goal, you can do so by copying the code as mentioned previously.

To configure a goal with a user score that has specifications:

Log in to the web app.
Click Self-serve > Global Settings > Performance Management > Goals Definition.
Create a goal with metric as User Score and attribute as Score Code. Paste the code from Custom Configuration > scoring_config in the Value field.
To see the changes, log out and log in again.