Account Profiling Ranking and Tuning account-profiling-ranking-and-tuning
Account Profiling identifies your Ideal Customer Profile (ICP), ranks companies in your database based on the ICP, and adds ICP Indicator data to accounts promoted as Named Accounts.
Model Results model-results
The results show you all of your known accounts broken down by grade. A is the highest grade, D is the lowest.
While optional, we recommend selecting the Automatically promote checkbox, as it will save you a ton of time. However, if you’d like to go through each account and add them manually, simply leave the box unchecked.
Model Tuning model-tuning
In the Model tab, click the Tune Model button.
There are several tabs to choose from, allowing for in-depth customization.
Indicator Categories
Hover over the tool tips for a description of each column.
Click the Add ICP Indicator drop-down to insert additional indicators into your model.
Checking the Export box allows you to see the ICP indicator on the Named Account details page, as well as use the selected ICP indicator as constraints in named account filters.
Indicator Weightage is what controls the level of importance each indicator receives in your model.
Click Refresh Model in order for those changes to take effect.
When you’re done tuning your model (after you refresh it), go back to the Model Results tab and click Save & Apply Ranks.
