{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-user-guide/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"redocly_category":"User Guide","type":"markdown"},"seo":{"title":"Opportunity Conversion Score (Beta) Explained","description":"Access documentation, use cases, and technical guides for Lusha. Learn how to query our comprehensive dataset of business profiles and company information using our three main endpoints.","siteUrl":"https://docs.lusha.com","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"opportunity-conversion-score-beta-explained","__idx":0},"children":["Opportunity Conversion Score (Beta) Explained"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Opportunity Conversion is a predictive score, from 0 to 100, that shows how likely a company is to convert into a sales opportunity. It's trained on your own CRM data, so it reflects how conversion actually looks for your business, not a generic industry benchmark."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This article covers everything included in the Opportunity Conversion (TOF) beta: what the score means, where to find it, how it works, and what to expect while it's in beta."]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," This article covers the Opportunity Conversion score only (top-of-funnel: lead to opportunity). Deal Conversion (opportunity to closed-won) is a separate score, planned for a later beta phase, and will get its own article when it opens."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"key-concepts","__idx":1},"children":["Key concepts"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Score:"]}," a number from 0–100 showing how likely a company is to become an opportunity."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Reasons:"]}," plain-language statements explaining what changed for a company and likely influenced its score."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Personalized model:"]}," the score is trained on your account's own CRM history — it isn't shared with, or trained on, other customers' data."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-join-the-beta","__idx":2},"children":["How to join the beta"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"em","attributes":{},"children":["(Shown only to accounts where the model is applicable — you can't request early access if you don't see this row)"]}]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enrich a contact/company as you normally would, and open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add Enrichment"]}," panel."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Go to the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Scores"]}," section and find the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Opportunity conversion"]}," row, marked with a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Beta"]}," tag."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Join beta"]},"."]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," After you click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Join beta"]},", the button changes to a green ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Requested"]}," pill — that's your confirmation it went through. You'll then get an automated email to book a short feedback session (or complete a 3-question async form if a live session doesn't work for you)."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"where-to-find-the-score","__idx":3},"children":["Where to find the score"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"em","attributes":{},"children":["(Available once your account has joined the beta and has a connected CRM)"]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":4},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enrich a company as you normally would."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Enrich"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Find the score under the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Scores"]}," section, in the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Opportunity conversion"]}," row, marked with a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Beta"]}," tag."]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," Viewing the Opportunity Conversion score does not use credits during the beta period."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-it-works","__idx":4},"children":["How it works"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The model looks at how companies in your CRM history behaved before they became opportunities, then compares new companies against that pattern. It considers signals such as:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Headcount growth or shrinkage, overall and by department (e.g. Sales, Engineering, Marketing)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["LinkedIn follower and employee growth"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Revenue changes"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["HQ or office location changes, including opening a new office in a hub city"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Industry or company-type changes"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["New presence on social platforms, or expanding internationally"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Alongside the score, you'll usually see a short list of reasons — plain-language statements about what changed for that company. For example:"]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["\"The Sales headcount in the recent month has changed by 12, and currently is 340.\""," ","\"The company gained a presence in Austin in the recent month.\""," ","\"LinkedIn followers have changed by 8% and currently it is 4,210.\""]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-beta-means-right-now","__idx":5},"children":["What \"beta\" means right now"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This is an early version, and a few things are still being refined — worth knowing upfront:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Some high-scoring companies may show no reasons yet, or fewer than expected. The score is still valid — the explanation layer is catching up."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Reasons describe what changed, not always whether that change is good or bad for conversion. We're working on making that direction clearer."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Reasons don't yet cover news or intent signals (e.g. hiring for a specific role, funding news) — only firmographic and technographic changes today."]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{"className":"callout-note"},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," If something looks off or confusing, that's useful feedback, not a wasted report. Tell us about it in your feedback session (see the FAQ below)."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"what-you-need-to-use-it","__idx":6},"children":["What you need to use it"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"em","attributes":{},"children":["(Beta only — available to accounts that joined the Join Beta campaign)"]}]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["An integrated CRM. The model trains on your CRM history, so it needs a connected CRM to work."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your account must have joined the beta."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you enrich a company and don't see a score, your account may not yet be initialized. Reach out to your Lusha contact and we'll check."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"frequently-asked-questions","__idx":7},"children":["Frequently asked questions"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["How is this different from a lead score I already have?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Most lead-scoring tools score against a generic model or firmographic checklist. Opportunity Conversion is trained specifically on your CRM's own lead-to-opportunity patterns so it reflects what conversion actually looks like for your business — not a one-size-fits-all benchmark."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Is my CRM data used to train models for other customers?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No. The model is trained per account, on that account's own CRM data. Your data isn't used to score or train models for other customers."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Why does a company have a score but no reasons listed?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reasons only show when a specific signal clearly stands out for that company. If nothing crossed that bar, the score still reflects the model's full analysis — the reasons list is a summary of the most notable factors, not the complete picture. We're actively improving coverage here during the beta."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["What counts as a \"good\" score?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["There's no universal cutoff. As a rule of thumb from early design-partner data, focusing on the top 10% of scored companies has produced a 5-6x lift in conversion rate versus an unprioritized list. Use the score to rank and prioritize, not as a hard yes/no gate."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Will this affect my billing or credits?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No. Viewing the Opportunity Conversion score does not consume credits during the beta period. Credit charges may apply after general release, and we'll communicate that clearly before it changes."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["What do I need for this to work?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your account needs an integrated CRM and to have joined the beta. If you enrich a company and don't see a score, your account may not yet be initialized — reach out and we'll check."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Does this include the Deal Conversion score too?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Not yet. This beta is focused on Opportunity Conversion (top-of-funnel: lead to opportunity). Deal Conversion (opportunity to closed-won) is a separate score planned for a later phase."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["How often does the score update?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Scores refresh as the underlying company and CRM signals change. If a company's headcount, location, or other tracked signals shift, expect the score and reasons to update accordingly rather than staying static."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["How do I give feedback or report something that looks wrong?"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["After joining the beta, you'll get an email with a link to book a short feedback session (15–20 minutes), with an async form alternative if a live session doesn't work for you. You can also flag issues directly to your Lusha contact at any time."]},{"$$mdtype":"Tag","name":"hr","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You're all set! Enrich a company and check the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Scores"]}," section to see your first Opportunity Conversion score."]}]},"headings":[{"value":"Opportunity Conversion Score (Beta) Explained","id":"opportunity-conversion-score-beta-explained","depth":1},{"value":"Key concepts","id":"key-concepts","depth":2},{"value":"How to join the beta","id":"how-to-join-the-beta","depth":2},{"value":"Where to find the score","id":"where-to-find-the-score","depth":2},{"value":"How it works","id":"how-it-works","depth":2},{"value":"What \"beta\" means right now","id":"what-beta-means-right-now","depth":2},{"value":"What you need to use it","id":"what-you-need-to-use-it","depth":2},{"value":"Frequently asked questions","id":"frequently-asked-questions","depth":2}],"frontmatter":{"title":"Opportunity Conversion Score (Beta) Explained","description":"Learn about the Opportunity Conversion score, now in beta: a predictive score (0–100) that shows how likely a company is to become a sales opportunity, trained on your own CRM data.","seo":{"title":"Opportunity Conversion Score (Beta) Explained"}},"lastModified":"2026-08-12T12:36:26.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/user-guide/ai-recommendations/opportunity-conversion-score-beta","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}