Account Scoring Template

1. Account Scoring Template Account Scoring Template Company Opportunity Account Score Decision Opportunity Purchase WeightedList of Accounts Industry Company Size Maker Current Need Size History Total GradeWeighting 5% 15% 15% 25% 25% 15% Out of 10 A, B, CAccount 1 7 9 9 8 7 10 8.3 AAccount 2 10 9 6 5 6 10 7.0 AAccount 3 7 6 9 8 6 10 7.6 AAccount 4 7 6 8 8 4 10 7.0 AAccount 5 8 6 8 7 8 7 7.3 AAccount 6 10 6 5 3 5 10 5.7 AAccount 7 9 6 6 6 7 7 6.6 AAccount 8 8 5 6 6 7 7 6.4 BAccount 9 4 4 8 5 9 7 6.6 BAccount 10 6 6 8 7 9 3 6.9 BAccount 11 9 3 5 7 4 7 5.5 BAccount 12 5 9 3 6 8 5 6.3 BAccount 13 5 6 9 10 7 2 7.1 CAccount 14 7 2 7 6 4 7 5.3 CAccount 15 8 6 2 7 2 7 4.9 C

2. Account Scoring Template Company OpportunityAccount Scoring Criteria Industry Company Size Decision Maker Current Need Opportunity Size Purchase History TotalWeighting Scale 5% 15% 15% 25% 25% 15% 100%Ranking Critieria: Definitions:Industry Does this company operate in an industry that you typically have success in?Company Size How large is this company in terms of number of employees or revenue?Decision-Maker How senior is your contact? Are they a decision-maker, influencer, or information gatherer?Current Need Does this account have a need for additional products & services at the moment?Opportunity Size Does this account represent a relatively large opportunity compared to other accounts?Purchase History How long have you done business from this account? Do they purchase additional products from you often? Account Scoring Template Company OpportunityAccount Scoring Criteria Industry Company Size Decision Maker Current Need Opportunity Size Purchase History TotalWeighting Scale 5% 15% 15% 25% 25% 15% 100%Ranking Critieria: Definitions:Industry Does this company operate in an industry that you typically have success in?Company Size How large is this company in terms of number of employees or revenue?Decision-Maker How senior is your contact? Are they a decision-maker, influencer, or information gatherer?Current Need Does this account have a need for additional products & services at the moment?Opportunity Size Does this account represent a relatively large opportunity compared to other accounts?Purchase History How long have you done business from this account? Do they purchase additional products from you often?