Template · Sales engineering
Lead qualification scorecard
Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis.
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XLSXCSVODSXMLNumbers| Lead qualification scorecard | ||||||
| Example data — replace the blue input cells with your own. | ||||||
| Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis. | ||||||
| Populated records | 3 | |||||
| First record: Share of 20 | 70.0% | |||||
| 60 record rows. Blue cells are inputs; dark cells calculate. | ||||||
| Lead | Fit 0–5 | Need 0–5 | Timing 0–5 | Access 0–5 | Total points | Share of 20 |
| Example A | 4 | 5 | 3 | 2 | 14 | 70.0% |
| Example B | 3 | 3 | 2 | 4 | 12 | 60.0% |
| Example C | 5 | 4 | 5 | 3 | 17 | 85.0% |
Showing the first 16 of 72 rows and 7 of 7 columns. Cells with formulas show the formula on hover.
| Lead qualification scorecard | |||
| Method, inputs, and limits for this workbook. | |||
| What it does | |||
| Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis. | |||
| How to use it | |||
| Replace the fictional records in blue cells with your own data. Keep the dark formula cells. Use the units stated in the column headers and keep each record on one row. Read the calculated columns and inspect the results before using them.… | |||
| Formulas and method | |||
| Total score sums four equally weighted inputs, each intended to range from zero to five. Score share divides the total by the maximum twenty points. | |||
| Assumptions and limits | |||
| The example rubric is a team choice, not an empirical win probability. Calibrate definitions before comparing leads and do not treat a score as evidence of customer intent. | |||
| Missing numeric inputs |
Showing the first 16 of 72 rows and 4 of 4 columns. Cells with formulas show the formula on hover.
What does this template do?
Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis.
Total score sums four equally weighted inputs, each intended to range from zero to five. Score share divides the total by the maximum twenty points.
The example rubric is a team choice, not an empirical win probability. Calibrate definitions before comparing leads and do not treat a score as evidence of customer intent.
The working tab keeps editable inputs separate from formulas, with room for 60 records. The Notes tab explains the method and how to extend the range. All example records are fictional and can be replaced. Download a workbook format to retain formulas, or CSV when you need calculated values only.
What’s inside
- Total score sums four equally weighted inputs, each intended to range from zero to five. Score share divides the total by the maximum twenty points.
- 60 prepared record rows with blank-row guards
- Blue input cells, typed dates and numbers, and frozen column headers
- Notes with the method, assumptions, and range-extension instructions
Which tabs does the workbook have?
| Tab | What it holds |
|---|---|
| Worksheet | Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis. |
| Notes | How to use the workbook, formula method, assumptions, and file format limits. |
What formulas does this template use?
This template holds 122 formulas in 168 cells across 2 tabs, so 73% of its cells calculate. They use 5 distinct functions; the longest formula is 97 characters.
| Function | Uses | What it does |
|---|---|---|
IF | 241 | one result when a test is true, another when false |
COUNT | 120 | counts numeric cells |
SUM | 60 | adds numbers |
COUNTIF | 2 | counts cells meeting one condition |
COUNTA | 1 | counts non-empty cells |
Counted from the workbook itself. Only functions that Excel, LibreOffice Calc, Google Sheets and Apple Numbers evaluate the same way are used, so the formulas survive every download format.
How do you use it?
- Replace the fictional records in blue cells with your own data. Keep the dark formula cells.
- Use the units stated in the column headers and keep each record on one row.
- Read the calculated columns and inspect the results before using them. Clear unused input rows; keep their formulas.
- The prepared range holds 60 records in rows 11–70. Extend formulas and summary ranges together if you add more rows.
What is it good for?
- Compare leads using explicit fit, need, timing, and access scores without hiding the scoring basis
- Replacing the labeled fictional records with your own figures
- Checking a calculation before adapting it to a larger workbook
Questions about this sheet
How is the result calculated?
Total score sums four equally weighted inputs, each intended to range from zero to five. Score share divides the total by the maximum twenty points.
What assumptions should I check?
The example rubric is a team choice, not an empirical win probability. Calibrate definitions before comparing leads and do not treat a score as evidence of customer intent.
Can I add more than 60 records?
Yes. Copy the formula columns into new rows and extend every summary range to include them. Keep inputs and formulas in their original columns.
Are the example records real?
No. All example data is fictional and intended to demonstrate the formulas. Replace it before using the workbook for your own work.