ACCOUNT SCORE

💎 Insight Rank

Computes a strength score for every account from your loaded opportunity data, shown as a sparkling badge next to the account column.

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Two-axis evaluation

Scored on win history (revenue, profit, tenure, recency, relationship length) and future potential (expected pipeline, activity recency, win rate, company size), then ranked in relative order.

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Auto-detects dormant accounts

Accounts with prior wins but no open pipeline and no engagement in over a year are automatically flagged as Dormant or Long-Dormant.

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Rank Board

Tabbed cards for Platinum, Gold, Promising, Dormant, and Long-Dormant. See cumulative wins, open pipeline, win rate, and last activity at a glance.

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Pairs with AI Win-Back

Jump straight from a Dormant account to an AI Win-Back Campaign prompt with one click.

See the connections between accounts

Visualize the partner network formed through your opportunities.