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Client Score

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  • Client Score

    Hi guys.

    I was wondering if there's a way to create some kind of an Account Score based on the client's won vs lost opportunities, or even based on the Account's Cases.

    Has anyone faced something similar or have any sugestions on how I could do that?

    Thanks a lot!

  • #2
    Never seen anyone that want to do this on the forum yet.

    Sound like it might be quite a complex task and you need to determine on how scoring is done. Espo hasn't reach the AI CRM stage yet.

    The only way I can think of approaching this is through a long line of formula which is not good idea.


    • Nishan Perera
      Nishan Perera commented
      Editing a comment
      Hi espcrm, From my prospective this is like calculating opportunity age along with created date. So this is also can create with the relationship. trigger the formula if opportunity closed won or lost or cases.

    • talles.amadeu
      talles.amadeu commented
      Editing a comment
      Thanks for your answer. Yes, I think I'm gonna have to do some formulas. Thanks a lot