In Short
Customer Scoring and Evaluation is an Odoo 19 Sales app. The app to evaluate, score, and rank Odoo customers.
Gut-feel ratings of customers rarely stay consistent across a team. Customer Scoring and Evaluation turns your evaluation criteria into weighted questionnaires, so every client gets a clear, comparable score and a high / normal / low rank you can filter and act on.
Build any number of scoring points — checkboxes, selections, stars, numbers, filters, field completeness, or Python rules — each with its own weight, bonuses, and penalties. Fill surveys right on the customer form, show progress bars on kanban, list, and form views, and decide which customers enter the ranking.
Why teams choose it
Key benefits of the app
Weighted customer surveys
Add any number of evaluation points with weights, bonuses, and penalties. Fill or update surveys right from the customer form.
Seven question types
Checkbox, selection, stars, number — plus automatic filters, field completeness, and Python rules for data-driven scoring.
Progress bars everywhere
Show or hide score bars on kanban, list, and form views so account quality is obvious without opening every record.
Filter by rank
Search low, normal, and high-ranked customers with standard Odoo filters using your own percentage thresholds.
Opt customers in
Include or exclude specific customers from scoring so only the accounts you care about enter the ranking.
Your own thresholds
Map score percentages to high (green), normal (yellow), and low (red) ranks so the labels match how your sales team thinks about account quality.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Configurable scoring points
Seven question types with weights, bonuses, and penalties
Each scoring point has a weight. Manual types collect answers on the customer form; automatic types assign scores from customer data or custom logic. The final score is the weighted sum, shown as a percentage and mapped to your high / normal / low levels.
Manual answers
- Checkbox — True / False with success and empty scores (e.g. +10 / −5) × weight
- Selection — dropdown options, each with its own score (e.g. Great +10, Low −5)
- Stars — 0–10 rating with a score per star count
- Number — open float capped by a maximum used in the calculation
Automatic rules
- Filters — score when the customer matches a domain (e.g. has a tag)
- Field entered — reward or penalize missing data (e.g. no phone → −10)
- Python code — compute any float/integer from customer data and the Odoo environment
- Combine types freely so surveys stay human where needed and automatic elsewhere
Python scoring details
- Use partner_id for the current customer; env for any model (e.g. invoices, orders)
- date, datetime, and timedelta are available in the evaluation context
- Store the calculated total in the special result variable (integer or float)
- Set a maximum possible result so oversized values are capped before weighting
How the final score is built
- Sum the weighted scores of every point for the customer
- Divide by the sum of each point's maximum possible value → percentage
- Map the percentage to your high (green), normal (yellow), and low (red) thresholds
- Example: 19 / 55 = 34.55% → normal if high starts at 75% and normal at 30%
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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