Creating Scorecard

What is a Scorecard?

A Scorecard is a structured evaluation tool that allows managers, coaches, or peers to assess conversation calls based on predefined criteria. It ensures objective feedback, helps identify strengths and areas for improvement, and standardises how user performance is measured across your team.

Think of it as a checklist or rubric that guides the reviewer through what to look for and how to rate the participant's performance.

Why Use Scorecards?

• Drive consistency in evaluation
• Align conversation goals with key sales or support behaviours
• Provide targeted, actionable feedback
• Track progress over time with measurable metrics

How to Select a Pre-existing Scorecard Template:

1. Click on the “Manage Scorecard” section, click "Add Scorecard"
2. Choose template from “Choose Scorecard Template”.
3. Objectives will be listed on left side of screen. Edit any point that you like and Publish

💡 Templates are customisable — you can tweak Objectives even after selection.

How to Create a Custom Scorecard:

1. Navigate to “Manage Scorecard” section, click "Add Scorecard"
2. In the Template section, click “Custom” and click on "+Add" on left side
3. Add you custom Objectives, Scoring Criteria (optional) and Publish

Tips for Building a Great Scorecard

• Keep it concise — focus on 5–10 key behaviours.
• Use clear, actionable language in each criterion.
• Align your Scorecard with real-world expectations and outcomes.
• Review and iterate based on team feedback.

Final Thoughts

Scorecards bring structure, fairness, and focus to your conversation call reviews. Whether you're using a template or starting fresh, they help ensure that every coaching moment leads to meaningful improvement.