Scorecards
Your scorecard defines what a great appointment looks like. The AI scores every recording against it.Scorecard Best Practices
The 5 rules for building scorecards that drive accurate scoring and meaningful coaching.
Scorecard Weights
How weights affect overall score calculation, N/A handling, and zero-weight tracking items.
How Scoring Works
Each scorecard item is scored 0-5 by the AI based on what was said during the conversation:
Scores are weighted — high-impact steps like options presentation and objection handling can carry more weight than lower-impact steps. Items marked N/A are excluded entirely. See Scorecard Weights for the math.
Coaching Comments
Managers can leave comments on specific moments in any recording. Reps see these in their app. Good comments are:- Specific — reference the exact moment
- Balanced — note wins alongside areas to improve
- Actionable — tell them what to do differently
- Brief — 1-2 sentences