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      Execution Score

      An Accord's Execution Score quantifies how well your process is being executed.

      Content

      1. What is Execution Score?
      2. How is the Execution Score calculated?
        1. Integrated to CRM
        2. Not Integrated to CRM
      3. Viewing your Execution Score

      1. What is Execution Score?

      The Execution Score of an Accord is a quantifiable measure of how well the process you're enforcing is being executed.

      It is a number between 0 and 100: 0 indicating poor execution and 100 indicating flawless execution.

      2. How is the Execution Score calculated?

      The Execution Score takes a number of different factors into account, including:

      1. The number of Execution Criteria that have been fulfilled in the Accord
      2. The Accord's progress
      3. The number of customers invited into the Accord
      4. The number of customers who have accepted their invites into the Accord
      5. The current stage of the connected Opportunity/Deal (if the Accord is connected to a deal in your CRM)

      The Execution Score is heavily influenced by the Playbook and/or Accord's Execution Criteria. Therefore, it is of paramount importance to set up your Execution Criteria properly.

      For a full overview of Execution Criteria, refer to this helpful article.

      3. Viewing your Execution Score

      To view a full breakdown of your Accord's Execution Score, simply:

      1. Go to the Accords section
      2. Click the specific Accord that you want to inspect further
      3. Navigate to the Execution page

      The Execution page is only viewable by your team. Your customer will NOT see this page when they access your Accord.

      On the Execution page, you can see:

      1. A full list of all applicable Execution Criteria for your Accord
      2. Whether or not the Execution Criteria have been fulfilled/completed
      3. A link to the specific object that each Execution Criteria pertains to

      If your Accord is connected to a CRM Opportunity/Deal AND the Execution Criteria have been linked as Exit Criteria for your Opportunity/Deal Stages, the Execution Score page will look something like this:

      On this page, you can see:

      1. A list of all Execution Criteria required at the current Stage of your Opportunity/Deal
      2. A list of all Execution Criteria not yet required at the current Stage of your Opportunity/Deal
      3. Whether or not the Execution Criteria have been fulfilled/completed
      4. A link to the specific object that each Execution Criteria pertains to