How to set up custom prioritization scores

This guide explains how to configure and manage prioritization scores for Opportunities and Solutions in TheyDo.

By defining your own scoring models, you create a consistent and transparent way to evaluate problems and investments.

Note: Only Admins can create or edit custom prioritization scores.

Creating scores

To access prioritization settings:

1. Click Settings in the bottom left corner

2. Open Taxonomy

3. Select Prioritization scores

Tip: Involve the people who use TheyDo when defining your scoring model. This helps ensure the framework reflects how decisions are made in your organization.

Scores for Opportunities vs. Solutions

You can define prioritization scores for Opportunities, Solutions, or both.

In most cases, we recommend using separate scoring models:

• Opportunity scores evaluate how important or impactful a problem is

• Solution scores evaluate feasibility, effort, and expected return

You can apply the same framework across both if your team prefers a unified model. However, separating them often leads to clearer decision-making, since evaluating a problem and evaluating a solution are different activities.

Input scores vs. Computed scores

There are two types of prioritization scores: input scores and computed scores.

Input scores are single scores that users enter directly. For example, a 'Customer value' score with values between 0 and 100 percent, or an arbitrary value like revenue or MAUs.

Computed scores are calculated from multiple underlying scores. For example, a 'Value' score computed from 'Customer value' and 'Business value'. Computed scores can also be used as underlying scores for other computed scores.

Setting up an input score

1. Click on "Add input score" in the input scores list

2. Fill out the Title and Description

3. Choose your input type

Scale-based inputs

Use this option to define a numeric range with a step size.

• Fill out the "step size", "min", and "max" values

• Example: Step size: 1, Min: 0, Max: 5 gives available values [0, 1, 2, 3, 4, 5]

• Example: Step size: 0.1, Min: −2, Max: 2 gives available values [−2.0, −1.9, −1.8, … , 1.8, 1.9, 2.0]

Arbitrary value inputs

Use this option for real-world numeric metrics such as revenue or number of users.

• Select a Unit (or set up your own)

• Users can enter any numeric value instead of selecting from a predefined scale

Tip: Scale-based inputs work well for subjective assessments such as importance or impact. Arbitrary values work well for objective metrics such as revenue, active users, or ticket volume. You can mix both types within the same scoring setup.

Setting up a computed score

To create a computed score:

1. Click on "Add computed score" in the computed scores list

2. Fill out the Title and Description

3. Add the scores that will serve as the underlying scores

4. Choose your computation method: weighted average or formula

5. Optionally customize the "min" and "max" values to scale the output to your preferred range (for example, displaying a 1–5 score as 0–100%)

Method 1: Weighted average

A weighted average combines multiple underlying scores into a single result. Each score’s influence is determined by its assigned weight.

Use this method when you want to blend several criteria into one composite score.

For example, if "Tech effort" should have more impact than "Marketing effort", set the weight of "Tech effort" to 2 and "Marketing effort" to 1.

If "Tech effort" has a value of 60 and "Marketing effort" has a value of 30, the weighted average is 50 (compared to 45 using a simple average).

Use weighted averages for:

Method 2: Formula

A formula allows you to define how underlying scores are combined using arithmetic operations such as multiply, divide, add, and subtract.

Use this method when the relationship between scores cannot be represented as a simple weighted average.

Use formulas for:

Note: Weighted average and formula are separate methods. You choose one or the other when setting up a computed score.

Standard prioritization scores

TheyDo includes a set of standard prioritization scores to help you get started.

Learn more: How to prioritize Opportunities

App defaults

You can set one score as the "Main prioritization score".

This score is displayed on Opportunity cards within a Journey and helps standardize which score your team uses as the primary reference.

Using the matrix

Once you have set up custom prioritization scores, you can use the matrix view to visualize and compare Opportunities and Solutions.

Opportunity Matrix

The Opportunity Matrix plots Opportunities on two axes using your defined prioritization scores.

You can set default scores for the X and Y axes to standardize how your team views priorities.

Common configurations include:

• X: Effort, Y: Value — identify high-value, low-effort Opportunities

• X: Satisfaction, Y: Importance — Kano-style analysis

• X: Business Value, Y: Customer Value — compare impact for customers and the business

Learn more: Using the Opportunity Matrix to prioritize

Solution Matrix

The Solution Matrix works the same way, but for Solutions.

Plot candidate Solutions on two axes to compare feasibility, effort, and expected impact.

Common configurations include:

• X: Effort, Y: Expected Impact — identify quick wins and strategic investments

• X: Cost, Y: ROI — compare return across Solutions

• X: Feasibility, Y: Desirability — DFV-style evaluation

Tip: Use the Opportunity Matrix to decide which problems to focus on, then use the Solution Matrix to compare potential Solutions.