By default, your prioritization settings are based on an equal or weighted scoring approach (learn more about our Focus score).
However, advanced users may want to customize the prioritization formulas for your factors as well as your Focus score (the number in the blue bubble).
The factor formulas define the factors scores and how your items get plotted on the 2x2 priority chart.
Per factor formula (e.g. "Y") you can only use the corresponding criteria variables (e.g. "Y1" or "Y2").
To change the equations, you can use numbers, mathematical operators, and variables (e.g. Y, Y1, Y1_ABS, ...). Supported mathematical operations are: +, -, *, /, ^, sqrt, log, abs, min, max.
You can always edit your prioritization framework by opening the "Priority Ratings App". This opens up the custom weighting options of the app.
You can also work on the formula itself, by editing and setting up a custom formula.
For that select "Use custom formula":
The custom formula settings will show you options to edit the formula, both for each factor that you have as well as the priority score itself.
In the first three sections, you'll find the formula for each factor that you have.
How you edit these formulas will influence how your items get plotted on the 2x2 priority chart.
The last section that you can find at the bottom of the settings is the formula for the prioritization score.
Intercom's famous RICE prioritization framework is a great custom formula example. Let's look at how you can utilize the custom formulas to calculate a normal as well as a normalized RICE version.
RICE: Using this Focus score formula Y1_abs * Y2_abs * (Y3_abs / 100) / X1_abs you will get values that go beyond 100.
Of course, you can also manage your factors (X, Y, R) as well as their underlying criteria the same way you do that in the other scoring modes. Add new criteria (e.g. Y1, Y2, ...) or change the details of existing factors and criteria by clicking their names.
Have questions? Please get in touch via chat. We reply usually within minutes.
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