Set Up Pipeline Predict Scores

Context

Pipeline Predict is a machine learning model that looks at past opportunities from your accounts, learns account properties and activity patterns that are leading indicators of opportunities being created at accounts, and then identifies those leading indicators in other accounts. The score indicates how likely it is that a new opportunity will be created at the account.

Important: Changes to the model can have major implications platform-wide. The model takes up to 24 hours to update. Any changes are reflected after the model has been re-trained and each account score is updated. You cannot make any additional changes until the update process is complete.

Preparation/Prerequisites

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Review the following articles:

• Understanding Pipeline Predict Scores
• Working with Selectors
• Understanding Activities

Pipeline Predict scores require a CRM integration or a CSV upload of opportunities. 

Create at least one Keyword Set.

Steps

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Predictive Score Setup and click Create New.
2. Enter an appropriate Predictive score name (for example, the name of the product that the score is for), select Pipeline Predict, and click Next.
   
   
3. In the Past Opportunities section, add Selectors to filter for past pipeline opportunities to train the model. 
4. In the Engagement activities section, add Selectors to filter for engagement activities to train the model.
5. (Optional) Toggle on Auto Retrain to automatically retrain the Pipeline Predict Score every 3 months.
   Tip: We highly recommend enabling Auto Retrain. See Retrain Pipeline Predict Score.
6. Click Save and train model.
   Tip: Before saving the Pipeline Predict Score, click Refresh to see the number of accounts that meet the Selector criteria you entered.

Next Steps

Access the Pipeline Predict score results and take action on the recommended accounts.

Accounts that are Highly Likely indicates the account has high engagement and likely to become an opportunity. The Sales team should take immediate action to engage with the account.

To access the score results, from the left navigation bar, go to Analytics > Dashboard and select an account list from the drop-down list. Scroll down to the Accounts section and click the Pipeline Predict tab.