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Scoring Tiers

Scoring Tiers

Owned by Anna Madajova
Last updated: May 09, 2024 by David Depman


Scoring Tiers customize the deal scorecard output displayed in color based on the % range settings. 

  • Go to ClosePlan Admin tab > Templates > Scoring Tiers
  • Click  button.
  • Enter Scorecard Tier name, set the Ranges, choose Color and save 
  • Ranges can not be overlapped
    % Range Low - The lower limit
    % Range High - The upper limit


    Example settings:


    Result in the Scorecard:

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