> ## 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.

# Strategic Insights Scoring

> Define the topics that matter to your business and score every account on how strongly they align  -  turning strategic priorities into measurable signals.

Strategic Insights Scoring lets you define **criteria**  -  the topics, themes, and strategic initiatives that matter to your business  -  and then score every account in a territory against them. A criterion might be "cloud transformation initiatives", "AI/ML adoption", or "data engineering investment". The platform scores each account using enriched data (jobs, tech stack, financials, public intelligence), producing a per-account, per-criterion **insight score** that tells you how strongly that account aligns with each topic.

<img src="https://mintcdn.com/pgai/Z1FdOFLBQxp1p4R-/images/app/cleanshot-screenshots/007-cleanshot-2026-04-30-at-10-09-30-framed-bg.png?fit=max&auto=format&n=Z1FdOFLBQxp1p4R-&q=85&s=c9fe45a4b4402c47d271badcc221e1be" alt="Strategic Insights Scoring in PG:AI Territory" className="w-full rounded-xl shadow-sm" width="3144" height="1862" data-path="images/app/cleanshot-screenshots/007-cleanshot-2026-04-30-at-10-09-30-framed-bg.png" />

## Key Capabilities

<CardGroup cols={2}>
  <Card title="Criteria Definition" icon="pen-to-square">
    Define criteria as strategic topics, themes, or initiatives. Manage your criteria library as your strategy evolves. Describe what each criterion means in business terms.
  </Card>

  <Card title="Automatic Scoring" icon="gauge-high">
    Scores derived from enrichment data, jobs, tech stack, financials, and public intelligence. Scheduled scoring updates keep criteria current as data changes.
  </Card>

  <Card title="Query Configuration" icon="sliders">
    Configure how each criterion evaluates accounts. Group related queries together. Fine-tune which data sources and signals feed into each criterion.
  </Card>
</CardGroup>

## What Insight Scores Tell You

Each account in your territory has a score for every insight criterion you've defined. If you've set up criteria like "DevOps Transformation" and "Global Expansion", every account gets scored on both.

* **A high score** means the account shows strong signals related to that topic  -  they're hiring for it, investing in it, or publicly talking about it.
* **A low score** means little to no evidence of activity related to that topic.

## Viewing Insight Scores

### In the Territory Insights Tab

Open your territory and switch to the **Insights** tab. This shows criteria scores aggregated across all territory accounts  -  which strategic topics your territory is most aligned with overall.

### In the Territory Companies Table

Insight scores can appear as columns in the Companies table. If insight criteria are enabled in your territory's Enriched Columns settings (type: Insights), the scores show alongside other account data.

### On Individual Account Profiles

Click into any account to see per-criterion scores in the account profile. This shows you exactly how each account scores against each strategic topic.

## Common Workflows

### Understanding Why an Account Scores High

<Steps>
  <Step title="Open the account profile">
    Navigate to the account you want to investigate.
  </Step>

  <Step title="Review per-criterion insight scores">
    Identify which criteria the account scores highest on.
  </Step>

  <Step title="Understand the signals">
    A high score on "Platform Engineering Transformation" means the account is showing signals  -  hiring platform engineers, adopting relevant tech, publishing content about platform engineering.
  </Step>

  <Step title="Cross-reference with other data">
    Check Jobs data and Tech Stack to see the specific evidence driving the score.
  </Step>
</Steps>

### Comparing Accounts on a Specific Topic

<Steps>
  <Step title="Open the Companies table">
    Navigate to your territory's Companies tab.
  </Step>

  <Step title="Sort by the criterion column">
    If the criterion's insight score is visible as a column, sort by it.
  </Step>

  <Step title="Review the ranking">
    See which accounts are strongest and weakest on that specific topic.
  </Step>

  <Step title="Focus your outreach">
    Prioritise accounts where your value proposition is most relevant.
  </Step>
</Steps>

### Spotting Opportunities Across Criteria

<Steps>
  <Step title="Review the Insights tab">
    Look for territory-wide patterns across all criteria.
  </Step>

  <Step title="Identify broad themes">
    If "Software Delivery Acceleration" scores high across many accounts, that's a theme you can build messaging around.
  </Step>

  <Step title="Find targeted opportunities">
    If "Global Expansion" scores high for only a few accounts, those are targeted opportunities worth specific attention.
  </Step>
</Steps>

### Using Insight Scores in Conversations

Insight scores give you specifics for personalised outreach:

* "I noticed your company is investing heavily in DevOps transformation  -  we help companies at this stage by..."
* "Your hiring signals suggest you're accelerating platform engineering  -  here's how we can help..."

The score gives you confidence. The underlying data (jobs, tech stack, public intelligence) gives you the talking points.

## Interpreting Scores

| Score range | What it means                       | How to act                                                                     |
| ----------- | ----------------------------------- | ------------------------------------------------------------------------------ |
| **80–100**  | Very strong alignment to this topic | High priority  -  this account is actively investing in this area              |
| **60–79**   | Moderate-to-strong signals          | Good fit  -  worth investigating and engaging on this topic                    |
| **40–59**   | Some signals, not definitive        | Monitor  -  may be early stage or the signals are indirect                     |
| **0–39**    | Little to no alignment              | This topic isn't a strong angle for this account  -  try a different criterion |

<Info>Scores are relative, not absolute. An 80 means strong signals compared to other accounts, not that 80% of some measure is met.</Info>

## Tips and Best Practices

<Note>**Don't rely on a single criterion**  -  look at the pattern across multiple criteria to build a full picture of an account.</Note>

<Tip>**Cross-reference with Jobs**  -  if an account scores high on "AI/ML Adoption", check if they're actually hiring AI/ML roles. That's the strongest validation.</Tip>

* **Use criteria scores in scoring models**  -  insight scores are most powerful when they feed into scoring models, where they're combined with other signals for an overall account rank.
* **Review criteria quarterly**  -  strategic priorities shift. Update your insight criteria to match your current GTM focus.
* **Share insights with reps**  -  insight scores give AEs a reason to reach out. Make sure they know how to find and interpret them.

## Related Modules

<CardGroup cols={3}>
  <Card title="Scoring Models" icon="chart-simple" href="/territory/scoring-models">
    Insight scores are a primary input to scoring model rules.
  </Card>

  <Card title="Territory Management" icon="layer-group" href="/territory/territory-management">
    Criteria are scoped to territories.
  </Card>

  <Card title="Territory Enrichment" icon="database" href="/territory/territory-enrichment">
    Enrichment data feeds the signals that criteria scores are derived from.
  </Card>

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