Getting Started
Best Practices for Prospect Scorecard, Sample formulas, understanding Prospect Scorecard calculations.
- Best Practices for Prospect Scoring
- A best practice is a standard method or technique that has been generally accepted as most effective by TargetX through ongoing collaborative work with our clients. They are considered a best practice as they are the most efficient way to use the tool, as intended through design, that allows for sustainable use and maintenance.
- Sample Formulas
- Sample Prospect Scorecard Formulas
- Triggering Prospect Scoring to recalculate scores after changing my formulas
- Options to trigger Prospect Scoring to recalculate based on formula updates.
- Understanding Prospect Scorecard calculations
- Prospect Scorecard is an unmanaged package that allows you to track and assign a point value to various interactions a student may have with your institution.