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03 Tutorials & Inspiration

03 Tutorials & Inspiration

Scoring Accounts Based on Prospect Scores in a Separate Table

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Hi, we have scored our accounts and our prospects, we would like to be able to give each account an additional score that is based on the sum of all the prospect scores within that account, it would require referencing another table - does anyone know how I can do this?

Scoring Accounts Based on Prospect Scores in a Separate Table | Clay

6 comments

· Sorted by Oldest

Joe R.
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Hey Josephine, do you have 2 separate tables for your accounts and your prospects?
Josephine V.
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i do indeed
Fabian H.
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you can use „lookup multiple rows in table“ and then search based on an account identifier like domain and then add up the scores of the results
Joe R.
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Yup what Fabian said. So inside your accounts table,
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create a column “Look Up Multiple Rows in Table”,
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set the table to look up to your prospects table
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set the lookup filter to be the account (for example, look up companies with the matching company URL)
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this will pull all matching prospects from that company
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then create a new column in your accounts table that calculates the total sum of prospect scores from the lookup column (i.e. prospects from that account)
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something along the lines of {{Look Up Column Name}}.records.reduce((sum, record) => sum + (record['Prospect Score'] || 0), 0)
Bo (.
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Hey, thanks for reaching out Josephine! Seems like Fabian and Joe gave you some very solid suggestions! Here's a video on Lookup and one on Formula in case you'd like to know more as well.
Channeled
APP
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