Auctus Client Scoring

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Client Scoring
Auctus  ·  Internal Tool
Step 1
Practice Setup
— one slider per category (7 sliders), sub-criteria skipped
Value / Volume
How big and collectible is the prize.
Complexity / Effort
How hard this is to service.
Result
Scorecard
Combined Score
/ 5
avg of the two axes · /10 → Pipedrive Client Score
Value
Complexity
Placement
Low cx
Med cx
High cx
Flow: SaveApprovePublish · editing any slider re-locks publish
Capacity
Workload by RCM
Load score = sum of each client's combined (Value + Complexity). Heaviest book sorts first (red) → rebalance candidates.
Optimize
Reallocation Advisor
Portfolio
Tier Distribution
ClientValueCxTierAllocationRCMLast scored
Empty state (no clients yet) would show a warm "Score your first client →" CTA instead of this table.