Model
Concepts
- FitCriterion — a scoring rule. Belongs to a product. Has
type,weight,params. - FitAssessment — a score row with history. Each row = one scoring of one (customer, criterion). Score clamped to
[-1, 1]. - Customer × product score = weighted aggregate over criteria.
Criterion types
- Profile (firmographic)
- Conversation
Matches the customer/company profile (industry, size, geo, language).
Re-scores when customer/company fields change (background worker).
Create a criterion
In the product detail → Fit Criteria tab → + New criterion. Fields:- Name
- Type (profile / conversation)
- Weight (0.0–1.0)
- Type-specific params
Manual re-score
Two ways to trigger a re-score:- Customer drawer → ”…” menu → Re-score now — runs for a single customer
- Human Review Modal → submit feedback → auto re-score
Behavioral / Intent criterion types, score history chart, manual override with reason/expiration, score decay for engagement criteria, leaderboard widgets per product, bulk re-score across many customers — coming soon or partial.
Best practices
Start with few criteria
Start with few criteria
2–3 per product. Add more only after data stabilizes.
Weights sum to 1.0
Weights sum to 1.0
Make sure criterion weights sum to 1.0 on a product.
Review weights quarterly
Review weights quarterly
Use win rate per stage to retune which criteria predict won deals best.