How does the Activity Score work?
The Activity Score stack ranks the deals in the Deal Prioritization Widget based on the level of activity of each deal relative to the other deals. To determine the Activity Score in the Deal Prioritization Widget, Clari considers 4 factors:
- Emails sent
- Emails received
- Past meetings
- Future meetings (up to 30 days in the future)
To arrive at the Activity Score for an opportunity, Clari first looks at the number of meetings and emails associated with each opportunity within the Saved View that's powering the Deal Prioritization Widget. Some activities are weighted more heavily than others — a meeting 🤝 (past or future) is weighted more heavily than an email received, and an email received is weighted more heavily than an email sent.
More recent activities are also weighted more heavily. Then, the Clari stack ranks the opportunities (i.e. from 0 to 99) based on the level of activity associated with each deal to determine the Activity Score. So the Activity Score is a relative score or a ranking compared to the other opportunities that Clari is scoring within a widget.
It is possible for an opportunity to have an Activity Score of 60 in 1 Deal Prioritization Widget and a score of 50 in another Deal Prioritization Widget depending on which Saved View is powering each of those widgets and where the opportunity falls in the ranking of those particular deals.
Further Learning
You can learn more about the Deal Prioritization Widget here.