Scoring Accounts Based on Prospect Scores in a Separate Table

Josephine V. · 2025-01-09T15:30:44.951263+00:00

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?

1.
create a column “Look Up Multiple Rows in Table”,
2.
set the table to look up to your prospects table
3.
set the lookup filter to be the account (for example, look up companies with the matching company URL)

a.
this will pull all matching prospects from that company

4.
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)

a.
something along the lines of {{Look Up Column Name}}.records.reduce((sum, record) => sum + (record['Prospect Score'] || 0), 0)

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