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Scorecards - Hone your selling skills

This article explains how you can start selling better with Rafiki AI.

Written by Rafiki Customer Success Team

Scorecards Overview

Scorecards in Rafiki AI provide a structured way to evaluate sales call quality. Managers and peers can rate calls using customizable templates with specific criteria, producing consistent and actionable coaching feedback.

How Scorecards Work

  1. Create a template β€” Admins define scorecard templates with questions, weights, and scorer notes in Settings > Scorecards

  2. Publish the template β€” Publishing makes the template available for scoring. Published templates have locked questions to ensure consistency.

  3. Score a meeting β€” Open any completed meeting and click the scorecard icon. Select a template and rate each question on a 0-5 scale.

  4. Review results β€” Weighted average scores are calculated automatically. View individual scorecards on the meeting or aggregated results in Analytics > Scorecard Metrics.

Scorecard scoring modal with video and rating form

Scoring Scale

Score

Meaning

0

Not demonstrated

1

Poor

2

Below average

3

Average

4

Good

5

Excellent

N/A

Not applicable (excluded from weighted average)

Benefits

  • Consistent evaluation criteria across the team

  • Objective data for coaching conversations

  • Track improvement trends over time via Analytics > Scorecard Metrics

  • Auto-scoring configuration for automatic scorecard creation on qualifying calls

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