Test records and view distribution insights while building lead and health scores

For lead scores and heath scores, to verify your score is working as expected before turning it on, you can test records and access a preview of the score distibution. The Test option allows you to check what the score would be for a specific contact or company, while the Preview distribution option shows insights into scores for a range of contacts or companies.

Test a record

When you test an individual record, you can see the test record's total score as well as points for each rule.

• Navigate to your scores:
  • Lead scores: In your HubSpot account, navigate to Marketing > Lead Scoring.
  • Health scores: In your HubSpot account, navigate to Workspaces > Customer Success. In the top right, click the settings gear icon. At the top of the page, click the Health scores tab.
• Click the name of an existing score or create a new lead score or health score.
• In the top right, click Actions > Test a [contact/company].

• Click the Search dropdown menu to search for and select the record to test.
• At the top, the total score and number of criteria matched is displayed.
• To view how the score was calculated based on specific rules, scroll down to view your criteria:
  • If the contact meets the criteria of a rule, there will be in a green checkmark and the number of points added or subtracted. Learn more about filter criteria.
  • If the contact does not meet the criteria of a rule, there will be a red X with 0 points.

• To test another contact, click the dropdown menu and select another record to test.
• To stop testing, click Stop testing or click the X on the right of the testing banner.

Preview score distribution for multiple records

You can view insights into how scores would be distributed across a range of records.

• Navigate to your scores:
  • Lead scores: In your HubSpot account, navigate to Marketing > Lead Scoring.
  • Health scores: In your HubSpot account, navigate to Workspaces > Customer Success. In the top right, click the settings gear icon. At the top of the page, click the Health scores tab.

• Click the name of an existing score or create a new lead score or health score.
• In the top right, click Actions > Preview distribution.

• In the right panel, view insights into how a sample of records would be scored, including the average score, totals in each score range, and a distribution graph with additional range data.