Scoring Tiers

Scoring Tiers

 

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: