BetaView insights for lead score rules

Review rule insights to understand how each rule in a lead score impacts the score as a whole. For example, you can check how many records had points added to their score from a specific rule. If the rule changes the score for only a few contacts, you may decide to adjust the rule's criteria to target other attributes or lower the points it adds so the rule has less weight.

Rules insights are shown for each rule in a score. To review scoring predictions and insights for an entire score, you can:

• Preview score distributions
• View lead score performance reports

If you're a Super Admin, you can opt your account into the Rule Insights for Building Scores beta.

To view insights for lead score rules:

1. In your HubSpot account, click More, then navigate to Marketing > Lead Scoring. If More doesn't appear in your account, navigate to Marketing > Lead Scoring directly.
2. Create a new score, or view or edit an existing score.
3. Navigate to the rule for which to review insights. If the rule is collapsed, click the Rule Insights button. If the rule is expanded, click to expand the Rule Insights section. 
   
   
   
4. Review the following insights for the rule. For large databases, the insights are based on a representative sample of records. 
   
   
   • Reach and impact summary: how the rule ranks in reach and contribution to the score compared to other rules.
   • [Records] reached by rule: the percentage and number of records with scores impacted by the rule.
   • Average points per [record]: the average number of points added to or subtracted from records based on the rule. To include records unreached by the rule, select the Include [records] not reached checkbox.
   • Distribution of points: a visual representation of how points are spread across each scored record.

5. Edit the rule as needed. For example, if the impact of the rule is too high, lower the number of points it adds. Insights update in real time when you make changes.

6. For engagement rules, if conversion data is available for that event, click View [x] similar to [event]. This opens the AI rules panel where you can explore similar high-impact rules.

Learn more about the lead scoring tool.