Prospecting

You can get to Prospecting from: Main Menu>Prospecting

How to use the Prospecting tool:

Before you start using the prospecting tool, you need to import your prospect list into the tool
You can do that by going to Prospecting Analysis and clicking on Import File
Upload your prospect list in csv format. Your file should have headers on the first row and the data directly below
Once your file is uploaded, the prospects table will be populated
You will notice that the Financial and Strategic Fit scores in the last two columns don’t have any values, this is because you have to configure attributes first for the scores to be calculated

There are three tabs under Prospecting Configuration: Split Attributes, Financial Fit and Strategic Fit Calculations
Split Attributes:
- Under this tab you will find the list of metrics populated from the table headers of the prospects file that you uploaded in Prospecting Analysis
- For each metric, you can select whether it can be used in Strategic Fit Calculations, Financial Fit Calculations, both calculations or neither
Financial Fit Calculations:
- The attributes you select in Split Attributes for Financial Fit Calculations will appear here
- Enter the weight of each metric so that the sum of all weights is 100
- Once you are done, click on ‘Finalize’
Strategic Fit Calculations:
- The attributes you select in Split Attributes for Strategic Fit Calculations will appear here
- Enter the weight of each metric so that the sum of all weights is 100
- Once you are done, click on ‘Finalize’

Now that you are done with prospecting configuration, you can find the calculated Financial and Strategic Fit scores for each company in the last two columns of the table. The calculations are based on the metrics weights entered in Prospecting Configuration under Financial and Strategic Fit Calculations
Click on ‘Export Data’ to export your list of prospects along with the Financial and Strategic Fit calculations columns. The data will be exported in Excel format
You can manually add additional companies to the list by clicking on ‘Add Company Details’ and entering the company details
To add additional fields to the table, click on ‘Add Field to Table’ and enter field details
You can filter the list on one or more attribute/metric. Select the metric and enter the filtering condition. If you would like to add more than one filter, select either ‘AND’ or ‘OR’ after each filter

To plot your data on the Prospecting graph, click on the company rows you would like to select and they will be plotted on the graph based on their strategic and financial sit scores
To reset the graph, click on ‘Reset Graph’ on the right of the graph and unselect the rows you previously selected and select the new rows