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Prospect Scorecard Overview

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What is the Prospect Scorecard?

The Prospect Scorecard is a customizable evaluation tool within the TargetX CRM designed to help admissions teams identify and engage with their best-fit prospective students. It enables institutions to prioritize their outreach by assigning dynamic scores to each prospect, based on criteria important to their recruitment strategy.

How It Works

  • Custom Scoring Formulas: Admissions offices define weighted rules—such as GPA ranges, standardized test scores, campus visit participation, and extracurricular involvement—to calculate a composite score for each prospect.
  • Automated Updates: Scores are recalculated automatically (or manually when needed) to reflect changes in prospect data—like new test results, communications, or event attendance.

  • When the Scorecard is successfully set up, you can see it on the Contact record. It gives you a clear look at the related metrics and performance indicators.

TargetX Sample Prospect Scorecard.png

Best Practices for Prospect Scoring

  • Criteria should not be based on an internal user's (counselor/staff) actions. Scores should be based on the prospect's interaction with the school.
  • Use Calls FROM student rather than Calls TO student.
  • Decide internally what the Prospect Score indicates: Is it a marker of a student's likelihood of enrollment? Institutional desirability? Recruitment Priority? Overall fit? 
  • Do not use negative numbers to subtract points when deciding how various values weigh to contribute to the overall prospect score. Prospect scoring should only be a way to summarize positive student actions, not penalize students for other kinds of behavior.
  • If you choose to use child objects (application, activity, event history, etc.), remember that each record in that child object counts towards the total prospect score, so child object values should be fewer than values on the Contact.
    • For example, If Application Status = Complete provides 10 points to your total score, if a student has submitted four applications over any period, and has completed all of them, that means they'll see a score increase of 40 points to their overall score.
  • Use whole numbers in your weighting; the tool does not support decimals.

 

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