Overview
No scoring model is perfect. The Deep Dive insights report aims to give you a deeper diagnostics view into your model so that you have the most visibility to determine if something needs to be updated within your scoring system. Ultimately, the purpose is to ensure your Sales team is not missing any great leads.
Where is this?
Access the Deep Dive page through the App > Predictions tab. Then click on 'View Performance' for your model. Then click on the 'Diagnostics' button in the top right corner of the Performance page. Then click on the 'See Deep Dive' button in the top right corner of the Diagnostics page.
This report is available for your customer fit model, your lead behavioral model, and your account behavioral model.
Key tidbits to look out for
1) Sample of recent conversions: How is my scoring model performing generally in terms of recent conversions?
This report looks at recent conversions (either close date or conversion date in the last 3 months) and how the associated emails were scored.
The main purpose of this report is to show quickly your most recent conversions (across all your definitions) and highlight any strange anomalies with conversions that have not been scored accurately. The idea is to give you a proactive view of whether you are missing any qualified leads that may be missed by the HG Insights score and to put together the next steps to correct it if needed.
2) False negatives: Is my scoring model missing anything unexpected (aka blindspots to be aware of)?
This report is only available for your Customer fit model.
This report looks at recent Closed Won conversions (most recent 200) that are tied to low and medium-scored emails.
The main purpose of this report is to balance the previous report by showing the true positives identified through the model. While most might seem obvious (hindsights is 20/20), there are usually some more interesting gems in here.The main purpose of this report is to balance the previous report by showing the true positives identified through the model. While most might seem obvious (hindsights is 20/20), there are usually some more interesting gems in here.
Frequently Asked Questions
How do I get this set up?
Nothing more to do here - it should already be available in your HG Insights instance. You should be able to see your report when you click on Predictions > Customer Fit > Diagnostics > See deep dive.
Is this part of my current subscription?
Yes, this is provided as part of your subscription if you have a Customer Fit model.
How often is this refreshed?
This report (like all the HG Insights Insights reports) is refreshed daily.
How do you define the population in this report?
These reports look at all leads (not just inbound).
I'm seeing more conversions in my CRM than in the HG Insights deep dive reports, why?
For clarity, HG Insights may apply some filters when displaying the leads and their scores in the Deep Dive reports. For instance, the Lead Grade Deep dive report only displays emails that had event activity 30 days prior to the opportunity conversion.
How do I look up the conversion in my CRM?
Check out the HG Insights Conversion ID which will tell you which system it is tied to and the related ID in your system. If you look up the ID in your CRM system, you should be able to find the conversion that HG Insights is referencing.