Setting up voting

How to set up rating/voting in a deal room?

Voting can be set up by deal room members who have full access to deal room settings.

To set up voting in your deal room:
go to deal room settings
open the Preferences tab
click on “Funnel” in the Setup section
open the additional actions menu (from the three dots) of the funnel step where you want to set up voting
choose “Voting”


In the voting setup dialogue, you can configure the following things for the voting round.

Voting question(s)
Add the question or criteria you want your members to vote for. To set up multi-question/multi-criteria voting, add more questions using the “Add question” button below the last question.

Question's description
You can optionally add a description to each question. The question with the description is indicated by a small information icon next to it, clicking on the icon will open the description.


Answer options for each question (Options > Text)
These are the answers your voters can choose from when evaluating companies. You can set up any kind of textual answer options or create a numeric scale.

Values of the answer options (Options > Value)
These values are used in the vote results calculation. For example, if the answer options are Yes (value 1) and No (value 0) and one of three voters votes “Yes” and two vote “No” on an application, the average result would be calculated as 0.33 for that application ((1+0+0)/3).

Results type
You can choose for each voting question how the overall result is calculated for that question. The available types are:
Count — answer options the voters choose are counted. E.g. Yes: 8, No: 6 would mean that the application received 8 “Yes” votes and 6 “No” votes.
Average — values of votes the application receives are summed and divided by the number of votes.
Sum — values of votes the application receives are summed.
Different voting questions can have different results types.

Please note that this choice does not affect the overall average result that is calculated for a multi-question voting round. You can read here how the overall result for multi-question voting rounds is calculated.

Impact on the final result (%)
Applicable only for voting rounds with multiple questions. This setting allows you to adjust the weight each question has on the overall vote result.

If Questions A and B both have answer options "1" and "2" with matching values while the impact of Question A on the final result is 100% and the impact of Question is 200% and there's only one voting member who votes "1" on Question A and "2" on Question B, then the final result of the voting round would be 1.67 (calculated as (1+2+2)/3). "2" is added and counted twice because Question B had double the weight of Question A.




Vote type
Choose who has the right to vote in this voting round. The choices are:
Every deal room member has one vote — all members who have full activity access and access to the funnel step the voting round is added to can participate in voting.
Only selected members have a vote — you can select which member groups or individual members (Voting members) can vote in this voting round.


Possibility to add comments to votes
You can enable/disable comments in the voting round by ticking/unticking the “Allow comments” checkbox. If this is enabled, each voter can add one voting comment to each application they evaluate in this voting round. They can use it to explain their vote(s).

Visibility of votes (Members can see other votes)
You can choose whether and how much information your members can see about votes company applications received in the specific voting round by adjusting the choice for ‘Members can see other votes’. You can make the following choices:
No — hides votes from all members except members with full access to deal room settings.
Summary — depending on the results type configuration, allows them to see the average, sum or count of the votes each application received.
Anonymously — allows them to see individual voters’ votes and comments without voters’ names.
Yes — allows them to see votes with voters’ names.

Whether the voting round is active
If the "Voting is active" box is ticked, voting is displayed in the deal room step where you have set it up. To remove voting from the step, untick the box. If the voting round is deactivated, you can reactivate it any time in the future. Vote results of the round are preserved and can be exported even if the round is not active.

Whether the voting round is locked
If you tick the “Voting is locked” checkbox, no new votes can be given by members in this voting round. Voting round information, like the results, will still be displayed in the funnel step.

Don't forget to click "OK" and "Save" in the funnel setup after editing the voting round.


You can learn more about voting from this video.

Updated on: 28/11/2023