Scoring
Last updated: November 10, 2026
Scoring lets you rank companies or people against your own definition of a good fit. You choose the factors and how much each one matters, pick which records to score, and CRED writes a score and a breakdown onto every record.
Scoring may not be enabled for every workspace. If you don't see it, contact support@credplatform.com.
Where to find it
In the left sidebar, open Discovery → Scoring. The page lists every scoring model in your workspace, with its Entity, Method, status and run dates. Use Create score (top right) to build a new one.
Open a score to see its Application, Activity and Factors tabs, plus Run History.
How scoring works
There are two parts:
The score: the factors that describe a good fit, and how much each one counts.
The application: the set of records the score runs against, defined with filters, and how often it runs.
A score with no application never runs.
Create a score
You can start in two ways:
From scratch: on the Scoring page, click Create score.
From a saved view: open a saved Companies or People view and choose Create score from this view. Each filter in the view becomes a factor at weight 1; filters that can't become a factor are listed as left out. You can change the weights after the score is created.
You can also ask the AI Assistant to create or edit a score for you.
Set the entity
Choose whether the score ranks companies or people. A score's Entity is fixed once it's created.
Add factors and weights
On the Factors tab, add one row per factor:
Column | What it does |
|---|---|
Field | The field being scored, for example employee count or seniority |
Condition | How the field is tested, for example "equals or more than" or "is any of" |
Value | The value the record must meet |
Weighting | How much this factor counts |
Weight % | That weighting as a share of the whole score |
Coverage | How many records actually have a value for this field |
Watch Coverage. A factor that few records have data for can't score many of them, and the score is flagged Low data. Lower that factor's weighting, or pick a field with better coverage.
Click Save changes when you're done. Changes apply from the next run.
Create an application
Open the score's Application tab.
Name the application (open Application settings at the top right). Names must be unique.
Add filters to define which records are scored. The table below previews the records in scope.
Set the Method: Scheduled or Manual. Scheduled applications take a Frequency (weekly, monthly, quarterly or annually). A scheduled application runs once when it's created, then on that schedule.
Save. To run a manual application, use Run now.
Tip: keep the application as tight as you can. Smaller applications finish sooner.
Check a run
Runs score every record in the application and can take a few hours. Scores stay blank until the run finishes, and you'll get a notification that your score is ready.
On the Activity tab you can see each application's status, last and next run, duration and # of records. On the Scoring page, the status column reads:
Running or Scheduled: a run is in progress or queued.
Completed: the last run finished.
Not running: the score has no active application.
Last run failed: the last run errored. Run it again, and contact support if it fails twice.
Paused: the application is paused.
Reading a score: breakdown, justification and filtering by threshold
See the score on your records
On the Companies or People page (or a list), click Display and add the score's column. Sort it highest first for a prioritised target list, or lowest first to see who falls short. Scores run from 0 to 100.
Read the breakdown
Each score has a Score Breakdown column that explains why a record scored the way it did and which factors moved it.
Add the Score Breakdown column with Display.
Click Unlock on the record you want to understand.
CRED generates the breakdown. This takes a few minutes for companies and can take several minutes for people. You'll see Breakdown ready when it's done.
Click the cell to see the full breakdown.
If a cell says Score pending, the record hasn't been scored yet; the breakdown is available once the score is. If generating fails, try again, and contact support if it keeps failing.
Breakdowns make good personalisation angles for outreach.
Filter by score threshold
Click Filter on the Companies or People page.
In the Scores group, pick your score.
Set a minimum, a maximum or both (on the 0 to 100 scale). For example, a minimum of 70 keeps only records scoring 70 or more.
To find records that haven't been scored, choose Has no score.
Save the result as a saved view, or use the same filter in a dynamic list so high scorers are added automatically.
Credits
Creating a score uses one of the custom scoring models included in your plan; the confirmation tells you when this applies. For what running a score and unlocking breakdowns costs on your plan, see the Credit Consumption Table or contact support.
Permissions
Each score has its own Visibility setting. Share it with the workspace, or keep it to yourself.
Scores only rank records you already have access to. A shared score never shows anyone a record they couldn't otherwise open.
FAQs
Why is my score showing Not running?
It has no active application. Open the score, go to the Application tab, add filters and save.
Why are my scores blank?
The run hasn't finished. Check the Activity tab, and wait for the notification that your score is ready.
Can I change factors after a score has run?
Yes. Edit them on the Factors tab and save. Scores update on the next run; past runs stay in Run History.
What does Low data mean?
At least one factor has low coverage, so most records have no value to score against. Reduce its weighting or choose a different field.
Can I score people as well as companies?
Yes. Set the score's Entity to people when you create it.
Why can't I see a score a teammate built?
Its Visibility isn't shared with you. Ask the owner to share it.