Scorecards — Frequently Asked Questions
How do I score a meeting?
Open any completed meeting in the Meeting Detail View and click the scorecard icon in the header. Select a published scorecard template, then rate each question on a 0-5 scale. Click Save when done.
Who can create scorecard templates?
Only users with Admin roles can create and manage scorecard templates in Settings > Scorecards.
Can I edit a published template?
No. Published templates have locked questions to maintain scoring consistency. To make changes, unpublish the template first, edit the questions, and republish. Existing scores are not affected.
What does the weighted average mean?
Each question has a weight that determines its importance in the overall score. The weighted average multiplies each question's score by its weight, sums them up, and divides by the total weight. Questions marked N/A are excluded from the calculation.
Can multiple people score the same meeting?
Yes. Multiple users can score the same meeting using the same or different templates. Each scorecard is attributed to its scorer and all scorecards are visible on the meeting.
Where can I see scorecard analytics?
Navigate to Analytics > Scorecard Metrics tab. You can view results as a bar chart (average scores per question) or a heatmap (questions vs. reps, color-coded 0-5). Filter by date range, team, and scorecard template. Export to CSV.
Can scorecards be assigned automatically?
Yes. Configure auto-scoring rules in Settings > Scorecards on any published template. Set criteria like team, call direction, minimum duration, and title keywords. Matching calls will automatically have a scorecard created.
Do reps get notified when they are scored?
Yes. Email notifications can be configured for per-meeting scorecard alerts and daily digest summaries.