View lead score history and performance

To understand how your lead scores are being used, review record lead score history and analyze the performance of your scores.

To view lead score history for records, add score properties as index page columns or add the Lead score card to the record right sidebar. To understand the performance and distribution of scores, view lead score reports.

View lead score history

To access an overview of a record's current and past scores, add score properties as columns on index page views or add the Lead Score card to the right sidebar of your records.

View score history in index page views

To add score histories to your index pages:

1. Navigate to a view.
2. Click Edit columns.
3. Search for and select the checkboxes of the score properties you want to include as columns, then click Apply. Learn more about customizing columns.
4. Once added, navigate to the column and click the score value.
5. In the right panel, view a trend graph showing score changes over the past six months and a list of events that changed the score.

View score history on records

The Lead score card will appear once added to a record view. The card will show details about a record's current and past scores.

1. Navigate to your records.
2. Click the name of a record.
3. Navigate to the Lead Score card in the right panel or in the middle column depending on your record view. On the card, you can view the record's value for each score you've created for the object.
4. To edit a score, click the score's name.
5. To view more details about the score values, click See score history. In the right panel, view a trend graph showing score changes over the past six months and a list of events that changed the score.

Learn more about using cards on records.

View lead score performance 

To view lead score Performance reports:

1. In your HubSpot account, navigate to Marketing > Lead Scoring.
2. Hover over the score to analyze, then click View performance.
3. In the Overview table, review the following data about scored records:
   
   • Contacts/Companies/Deals: total number of contacts, companies, or deals in your account.
   • Contacts/Companies/Deals scored: total number of contacts, companies, or deals scored. Learn more about excluding records from scoring. 
   • Average score: average score of the contacts, companies , or deals that were scored.
   • Min score: minimum score of all the contacts, companies, or deals that were scored. 
   • Max score: maximum score of all the contacts, companies, or deals that were scored. 
     
     
4. In the Score distribution chart, review scores for contacts/companies/deals grouped by the score thresholds. For engagement and fit scores, records are grouped into three labels: Low, Medium, and High. For combined scores, records are grouped into six labels based on varying levels of fit vs. engagement.
5. To view and use the records within a threshold label:
   • Click a threshold label. For example, click High to view high fit or high engagement records or click A3 to view high-fit, low-engagement records.
   • In the pop-up box, view a list of all records within that threshold.
   • Use the filter dropdown menu to update which threshold levels are included. For example, view records with Medium and Low scores, or view all high-fit scores across engagement score ranges (A1, A2, and A3).

1. • To view more details about a record, click the name of the record.
   • To use the records in another HubSpot tool, click Use in, then select the tool:
     • Segments: create a segment of the records. The segment's filters are automatically set to [Score name] threshold is [threshold label]. Save the segment as active to automatically add and remove records that meet the criteria moving forward, or static to only include the records at that moment in time.
     • Workflows: enroll the records in a new workflow. The workflow's enrollment trigger is automatically set to [Score name] threshold is [threshold label].
     • Views: access the records in an index page view. Save the view to revisit the records at a later time.