Account Scoring Template

Your Problem

You need to evaluate and prioritize your accounts to provide them with the right level of service. It is important that you determine which accounts are most critical to follow up on. You are looking to create a standard way to present the data you collected and to choose the most critical accounts.

Our Solution

We created a Microsoft Excel Analysis tool to evaluate corporate accounts based on 6 key criteria: Industry, company size, decision-maker, current need, opportunity size, and purchase history.

With this account scoring template, the first step is to define the criteria you will be using and the weighting scale. The criteria is divided into two major categories, Company and Opportunity. Once you have defined your criteria, continue to the lead scoring tab, proceed to list the accounts, and begin scoring them on scale of 1 to 10. By utilizing this account scoring template, you will better prioritize your time so you can focus on sales opportunities.

Key Benefits

• identify A,B,C accounts
• prioritize your time more effectively
• maximize your sales opportunities
• save 4 hours on formatting
• provides a real-world example

Microsoft Excel Spreadsheet

Estimated Time Required: 1 Hour

Skills Required: Analytical