The Guided Selling Score is a feature of SAP Sales Cloud Version 2 that helps sales representatives to prioritize and manage their opportunities. The score is calculated based on various factors, such as sales phase, opportunity score, lead score, and probability. Administrators can configure which of these factors are displayed in the Guided Selling Score by using the fine-tuning activity Configure Score Type for Opportunities. In this activity, administrators can select one of the following options for the score type:
Sales Phase: The score is based on the sales phase of the opportunity. The higher the sales phase, the higher the score. For example, an opportunity in the Decision phase has a higher score than an opportunity in the Discovery phase.
Opportunity Score: The score is based on the opportunity score of the opportunity. The opportunity score is a custom score that can be defined by administrators using the fine-tuning activity Configure Opportunity Scoring. The opportunity score can be calculated based on various attributes, such as products, contacts, activities, notes, and so on.The higher the opportunity score, the higher the score.
Lead Score: The score is based on the lead score of the opportunity. The lead score is a score that is assigned to the account or contact associated with the opportunity. The lead score can be defined by administrators using the fine-tuning activity Configure Lead Scoring. The lead score can be calculated based on various attributes, such as industry, revenue, number of employees, and so on.The higher the lead score, the higher the score.
Probability: The score is based on the probability of the opportunity. The probability is a percentage that indicates the likelihood of winning the opportunity. The probability can be manually entered by sales representatives or automatically calculated by the system based on the sales phase.The higher the probability, the higher the score.
By default, the score type is set to Sales Phase. However, administrators can change it to any of the other options, or select a combination of two options. For example, administrators can choose to display both the Sales Phase and the Opportunity Score in the Guided Selling Score. In this case, the score is calculated as the average of the two scores. For example, if an opportunity has a sales phase score of 80 and an opportunity score of 60, the Guided Selling Score is 70.
References = Scope and Configure Guided Selling, How to use Guided Selling - SAP Sales Cloud
