Quantitative Rating System for Prioritizing Customers by Propensity and Buy Size

摘要

Quantitative rating systems and techniques are described that prioritize customers by propensity to buy and buy size to generate customer ratings. In one example, a propensity model is used to determine a likelihood of a potential customer to purchase a product, and a projected timeframe buy size for the potential customer is determined. An expected value for the potential customer is generated by combining the likelihood of the potential customer to purchase the product and the projected timeframe buy size. In another example, a ratio model of annualized recurring revenue (ARR) is used to determine a timeframe buy size for an existing customer in consecutive time frames. An upsell opportunity for the existing customer is determined based on the timeframe buy size less an ARR for a current time frame for the existing customer. A rating of the potential or existing customer is output in a user interface.