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Prerequisites

Before setting up strategic insights scoring, ensure you have:
  • Admin or RevOps access to your PG:AI organisation
  • At least one territory created
  • Account enrichment running (insight scores are derived from enriched data)

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Overview

Strategic Insights Scoring lets you evaluate target companies based on the strategic topics that matter to your business. You define insight criteria - topics like “Global Expansion”, “DevOps Transformation”, or “Platform Engineering Transformation” - and PG:AI scores every account against each criterion. Navigate to Territories → Strategic Insights Scoring in the left sidebar to access the settings.
Strategic Insights Scoring helps you evaluate target companies based on the insights that matter most. Start by selecting keywords like “Improving Customer Experience” or “Global Expansion” to define your scoring criteria.

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Creating an Insight Criterion

1

Navigate to Strategic Insights Scoring

Go to Territories → Strategic Insights Scoring in the left sidebar.
2

Add new criterion

Click + New Insight Criteria (top-right button).
3

Name the criterion

Enter a Criteria Name - this should be a clear, descriptive topic or initiative name.
4

Save

Click Save. The criterion is now created and will begin scoring accounts.

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Naming Guidance

Use names that describe a strategic theme or initiative, not a specific data point.
Good Criteria NamesWhy
Global ExpansionStrategic initiative - measurable across signals
Continuous Delivery/DeploymentTechnical focus area - shows in jobs, tech stack, hiring
DevOps TransformationIndustry trend - PG:AI can evaluate from multiple data sources
Platform Engineering TransformationSpecific enough to be meaningful, broad enough to score
Developer ProductivityRelevant business theme
Innovation & R&D InvestmentStrategic priority - visible in financials, hiring, tech adoption
Avoid overly narrow names (e.g. “Uses Jenkins” - that’s a technology, not a criterion) or overly broad names (e.g. “Good company” - not measurable).

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How Scoring Works

Once a criterion is created, PG:AI evaluates every account in your territories against that criterion. The platform analyses:
  • Job postings - are they hiring for roles related to this topic?
  • Tech stack - are they using technologies associated with this initiative?
  • Public intelligence - filings, reports, news, and events that mention this topic
  • Enriched data - any enrichment data relevant to the criterion
Each account receives a score per criterion, indicating how strongly aligned they are to that topic. These scores:
  • Appear in territory views and account profiles
  • Feed into scoring models as rule inputs
  • Update automatically as enrichment data refreshes

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Managing Criteria

The Strategic Insights Scoring page shows all criteria in a table:
ColumnDescription
Criteria NameThe name of the criterion
Created atWhen the criterion was created
  • Click any criterion to edit it.
  • Use the search bar to filter criteria by name.
  • The page shows the total count (e.g. “43 items”).

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Connecting Criteria to Scoring Models

Insight criteria scores feed into scoring models. To use criteria scores in account ranking:
1

Create insight criteria

Define your insight criteria (this guide).
2

Create a scoring model

See the Scoring Models setup guide.
3

Add rules referencing criteria

Add rules to the scoring model that reference insight criteria scores.
4

Publish the model

Publish the scoring model to see ranked accounts.
Criteria scores also appear in territory views via the Enriched Columns settings. In Territory Settings → Enriched Columns, items with type “Insights” correspond to your insight criteria.

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Common Configurations

Broad strategic scoring (executive-level):
  • 5–10 criteria covering major themes: digital transformation, cloud, AI/ML, expansion, etc.
  • Useful for high-level territory prioritisation
Focused ICP scoring (product-specific):
  • 15–30 criteria aligned to your product’s value propositions
  • Example: a DevOps platform might use criteria like “Continuous Delivery/Deployment”, “DevOps Transformation”, “Microservices/Container Strategy”, “Software Delivery Acceleration”
Industry-specific scoring:
  • Criteria tailored to vertical-specific initiatives
  • Example for financial services: “Digital Banking Transformation”, “Regulatory Compliance Modernisation”, “Real-Time Payment Processing”

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Troubleshooting

IssueLikely CauseFix
Criteria not scoring accountsEnrichment hasn’t run yetTrigger a territory enrichment run
All accounts have similar scores for a criterionCriterion name too broad or too narrowRefine the criterion name to be more specific and measurable
Criteria scores not appearing in scoring modelsCriteria not connected as a scoring ruleAdd a rule in the scoring model that references the insight criterion
Criteria scores not visible in territory viewInsights not enabled in enriched columnsCheck Territory Settings → Enriched Columns and toggle Insights items on