Scoring Models – RevOS Documentation & Support

Getting Started
- First steps
  - HubSpot connection
  - Creating first scoring table w. HubSpot
  - Semantic Model Setup
- Onboarding FAQs
  - How can we start?
  - How long does it take to get started?
Reference / User Guide
- Table Management
  - Table Page Overview
  - Filters and Views
  - Formula Columns
  - Duplicate Table
  - Understanding Score Details: Insights & Trends
- Advanced Workflows and Concepts
  - Enrichements
  - Bring Your Own Data Lake
- Scoring
  - Numeric Values Scoring
  - Date Values Scoring
  - Boolean / Checkboxes Scoring
  - String Values Scoring
  - Total Score
- AI Actions
  - E-Mail Validator
  - First & Last Name detection and enrichment
Scoring Models
- Deal Scoring
  - Customer Profile Fit
  - Engagement Score
  - Timeline Score
Admin & Security Guide
- Profile Management
  - How do I change my profile settings?
  - How trial works?
  - How to update billing information & see invoices
- Security
  - Security and Networking
Integrations
- HubSpot
  - Set Up Your HubSpot Integration
  - Sync RevOS table data to HubSpot
  - CRM cards & custom events
  - HubSpot Semantic Model
- Intercom
  - How to connect
  - Working with Contacts
  - Action - Update Contact
- Oracle NetSuite
  - How to connect Oracle NetSuite
  - Oracle NetSuite Default Semantic Model
- Microsoft Fabric / Power BI
  - How to connect Power BI
  - How to connect Microsoft Fabric
  - Power BI Template for HubSpot
  - Tips & Tricks
- Others
  - Amplitude
  - WebHooks
  - Google Spreadsheets
  - Freshdesk
  - Jira
  - MySQL
  - PostHog
  - Shopify
  - Pipedrive
  - Zendesk Support
  - Postgres
  - Salesforce
  - Pendo
  - Redshift
  - Mixpannel
  - AlloyDB for PostgeSQL
More

Deal Scoring

Customer Profile Fit

Measures team and contact interaction.

Engagement Score

Assesses deal progress efficiency.

Timeline Score

Evaluates deal alignment with ideal customer profile.