> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Scoring Models

> Build rule-based models that combine insight scores, enrichment data, job signals, and custom criteria into a single account rank.

Scoring Models let you build rule-based models that combine insight scores, enrichment data, job signals, employee groups, financials, tech stack, and custom columns into a single composite score per account. Each rule maps a signal to a score contribution  -  and the model combines them into the **PG:AI Score** you see in the territory Companies table. Think of it as a recipe: each ingredient (signal) contributes a weighted amount to the final score.

<img src="https://mintcdn.com/pgai/tkistg1_-qKR8sb4/images/app/territory/territory-scoring-model-framed.png?fit=max&auto=format&n=tkistg1_-qKR8sb4&q=85&s=d7e3cd83ca512c50d60e8ef26b06d71b" alt="Territory scoring model" className="w-full rounded-xl shadow-sm" width="3144" height="1864" data-path="images/app/territory/territory-scoring-model-framed.png" />

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Model Building" icon="wrench">
    Build and manage multiple scoring models per territory. Define scoring rules, weight them, and publish models to make them live. Quick-start with baseline models or build from scratch.
  </Card>

  <Card title="Rules Engine" icon="gears">
    Create rules for any data point  -  criteria scores, employee groups, jobs, enrichment, financials, tech stack, custom columns. Set thresholds and weights for each rule.
  </Card>

  <Card title="Automatic Scoring" icon="bolt">
    Score all accounts in a territory automatically. Scores recalculate as underlying data changes. See per-account score breakdowns showing how each rule contributed.
  </Card>
</CardGroup>

## How Scores Are Calculated

Each scoring model is built from **criteria**  -  the individual data points being evaluated. Each criterion has:

* **A data source**  -  which signal it looks at (insight score, employee group count, job posting count, etc.)
* **A weight**  -  how much this criterion matters relative to others
* **Thresholds**  -  the boundaries that determine scoring (e.g., "5+ DevOps Engineers = high signal")

The model runs these criteria against every account in the territory and produces a normalised score (typically 0–100).

### Example Rules

* "If insight score for 'cloud transformation' > 70, add 20 points"
* "If employee group 'data engineering' has 5+ people, add 15 points"
* "If company revenue > \$100M, add 10 points"
* "If hiring for relevant roles (from Jobs), add 10 points"

## Reading Account Scores

### In the Companies Table

| Column          | What it shows                                                 |
| --------------- | ------------------------------------------------------------- |
| **PG:AI Score** | The overall numerical score from the active scoring model     |
| **Score badge** | High / Medium / Low  -  colour-coded classification           |
| **Sentiment**   | Positive / Neutral  -  directional indicator of recent change |

### Score Badge Thresholds

The score badge is determined by the thresholds configured in the scoring model:

* **High** (green)  -  above the upper threshold
* **Medium** (amber)  -  between the thresholds
* **Low** (red/grey)  -  below the lower threshold

<Info>The exact boundaries depend on how the model is configured. Check with your admin if you're unsure where the cutoffs are.</Info>

## Common Workflows

### Understanding Why an Account Scored High

<Steps>
  <Step title="Open the account">
    Navigate to the account in the territory.
  </Step>

  <Step title="Review individual data points">
    Look at insight scores, employee groups, jobs, firmographic data.
  </Step>

  <Step title="Identify the drivers">
    The account is scoring high because it performs well on the criteria that carry the most weight. For example: if the model heavily weights "DevOps Engineers" and "Cloud Transformation" insight score, an account with 50 DevOps Engineers and a 90 on Cloud Transformation will score very high  -  even if it's a small company.
  </Step>
</Steps>

### Questioning a Score That Seems Wrong

If an account looks like a great fit but scores low (or vice versa):

<Steps>
  <Step title="Check the model's criteria">
    Is it looking at the right signals for your use case?
  </Step>

  <Step title="Check the data">
    Has the account been fully enriched? Missing data leads to lower scores.
  </Step>

  <Step title="Check the weights">
    Maybe the model over-weights a criterion that doesn't apply to this account.
  </Step>

  <Step title="Speak to your admin">
    The model may need adjusting, or a different model may be more appropriate.
  </Step>
</Steps>

### Comparing Score Distributions

<Steps>
  <Step title="Open the Overview tab">
    Navigate to the territory Overview for a summary of score distribution.
  </Step>

  <Step title="Review the distribution">
    Look at how many accounts are High, Medium, and Low.
  </Step>

  <Step title="Assess territory health">
    A healthy territory typically has a pyramid: fewer Highs, more Mediums, most Lows.
  </Step>

  <Step title="Identify issues">
    If everything is Medium, the model may need sharper differentiation (wider weight spread or stricter thresholds).
  </Step>
</Steps>

### Acting on Score Changes

Scores aren't static  -  they update as new data flows in (new job postings, updated enrichment, market changes).

<Steps>
  <Step title="Check upward movers">
    Periodically check for accounts that moved up (Medium → High). These are emerging opportunities.
  </Step>

  <Step title="Check downward movers">
    Look for accounts that dropped (High → Medium). Investigate why  -  did they stop hiring? Did an insight score decline?
  </Step>

  <Step title="Use sentiment">
    The Sentiment column helps  -  Positive sentiment suggests upward movement.
  </Step>
</Steps>

## Multiple Scoring Models

Your territory may have access to more than one scoring model. Each model can be built for a different purpose:

* **ICP Model**  -  scores accounts against your ideal customer profile
* **Expansion Model**  -  scores existing customers for upsell potential
* **New Logo Model**  -  scores net-new accounts for acquisition fit

The active model determines the PG:AI Score shown in the Companies table. You can switch models to see the same accounts scored from different angles.

## Tips and Best Practices

<Note>**Trust the model, but verify**  -  scoring models surface patterns at scale. For your top accounts, always click in and understand what's driving the score.</Note>

<Tip>**Don't chase the score, chase the story**  -  a high score gets the account onto your radar. The combination of insight scores, jobs, employee groups, and firmographic data tells you why they're a fit and how to engage.</Tip>

* **Request model updates**  -  if the model isn't differentiating well (too many accounts at the same score), ask your admin to review the weights and criteria.
* **Use scores for prioritisation, not elimination**  -  a low score doesn't mean "don't engage." It means "other accounts are probably a better use of your time right now."
* **Combine model score with your own knowledge**  -  you know your accounts. The model knows the data. Together, you make better decisions.

## Related Modules

<CardGroup cols={3}>
  <Card title="Strategic Insights Scoring" icon="lightbulb" href="/territory/strategic-insights-scoring">
    Insight scores are a primary input to scoring model rules.
  </Card>

  <Card title="Employee Groups" icon="users" href="/territory/employee-groups">
    Employee group headcounts and role data feed scoring rules.
  </Card>

  <Card title="Jobs" icon="briefcase" href="/territory/jobs">
    Hiring signals are an input to scoring rules.
  </Card>

  <Card title="Custom Columns" icon="table-columns" href="/territory/custom-columns">
    Custom data can be used in scoring rules.
  </Card>

  <Card title="Scenarios & Recommendations" icon="wand-magic-sparkles" href="/territory/scenarios-recommendations">
    Scoring model outputs drive AI-powered recommendations.
  </Card>

  <Card title="Territory Analytics" icon="chart-pie" href="/territory/territory-analytics">
    Scoring results surface in analytics.
  </Card>
</CardGroup>
