Build a Scorecard Template

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Video Walkthrough

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1. Open Scorecard Templates

1. Click your initials → Settings.
2. In the sidebar, choose Scorecard Templates.

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2. Add a new scorecard

1. Select Add scorecard.
2. Name it—for example, Discovery Call.
3. Associate Teams: pick the teams this scorecard applies to (or Select all).
4. (Optional) Associate Call Tags: link the scorecard to specific call types such as Discovery or Closing.
5. Click Add scorecard to start building.

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3. Set the scoring scale

• Minimum score (e.g. 1)
• Maximum score (e.g. 5)
• (Optional) Medium score (e.g. 3) for a midpoint rating

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4. Define scoring fields

1. Click ➕ to add a field.
2. Label the skill or behavior—e.g. Identify Pain.
3. Describe what each end of the scale looks like:
   • Low score example: “Prospect’s pain points were not discussed.”
   • High score example: “Clear, quantifiable impact of pain articulated.”
4. (Optional) Add a mid-score description.
5. (Optional) Weight the field if it’s more important than others.
6. Repeat for every area you want to score.

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5. Test the prompt

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6. Save and deploy

• Create separate scorecards for different call stages (e.g. Discovery, Demo, Negotiation).
• Update weights over time to keep the focus on evolving priorities.
• Test frequently on real calls to ensure the criteria drive useful coaching insights.