Admins can customize their scorecards within the admin portal. Scorecards allow you to assign a score to calls and track progress over time. Customizations include adding a scoring scheme, enabling skills, allowing comments, and presenting scorecard reasons.
There are two views within the Admin > Build tab to keep in mind: Scorecard and Scorecard Reasons. The Scorecard section allows you to create or edit new scorecards. Navigate to the Scorecard Reason view to add grading rubric to a scorecard question.
Navigate to the Scorecard section within the Build tab to edit or create new scorecards. The first view is the Scorecard Profile. A Scorecard Profile houses multiple scorecards and must be specified at the department level for scorecards to show up on the Call Card.
Click into the Scorecard Profile to see a list of existing scorecards under this profile.
Scorecard Profile Name: the name of the Scorecard Profile
Scorecards in this profile: the scorecards live under the Profile. These scorecards will show up in the Call Card if the Profile is specified in the department view.
Add existing scorecard: quickly add a scorecard from another profile. Click add to add the scorecard to the list of scorecards under the Scorecards in this profile view.
Create scorecard: create a net new scorecard
Create a Scorecard Profile
Click New Scorecard Profile to create a brand new profile.
Scorecard Profile Name: the name of the Scorecard Profile. There is a 25 character limit in naming the Scorecard Profile.
Add existing scorecard: add a scorecard from another profile by selecting the scorecard and clicking add.
Create Scorecard: create a net new scorecard
Click Save to finalize the creation of the Scorecard Profile.
Click Create Scorecard within an existing or new Scorecard Profile. A pop up will appear - this is where you will add your questions, skills and enable comments, scoring scheme and preset reasons.
Scorecard Name: give the scorecard a name. There is no character limit.
Scoring Scheme: a scoring scale. Options include 1 to 5, 1 to 3, Yes / No or Pass / Fail.
A 5-point scale would equate to the following:
1 – behavior not present, not attempted
2 – present, not that good
3 – present, but average
4 – present, is good
5 – perfect
You can't change the scoring scheme once the scorecard has been saved. The default Scoring Scheme is 1 to 5.
Question Text: type in the question. Click Add a Question to create the next question.
Skills: a way to describe a primary sales skill that you want to measure in your reps. You might have several scorecard questions which all relate to "Lead In"; you can associate a "Lead in" skill with all of these questions to aggregate the results in ExecVision charting. The goal with the "Skills" section is to standardize key skills across any scorecard to track rep performance across teams.
Allow Comments: this gives users the ability to add comments within each scorecard question. This needs to be enabled for each scorecard question to show up in the Calls tab.
Preset Reasons: a grading rubric for each scorecard question. This needs to be enabled for each scorecard question and match the scorecard's specified scoring scheme to appear in the Calls tab. See Scorecard Reasons for more information.
Drag the bar lines under Question # to rearrange the question order. Click the Trash Can icon to delete the scorecard question.
Click Save on the scorecard view AND the Scorecard Profile view to save your work.
All N/A scores do not count towards the overall grade. Below is a percentage breakdown of the types of Scorecard Schemes.
1 to 5: 0 (0%) 1 (20%) 2 (40%) 3 (60%) 4 (80%) 5 (100%)
1 to 3: 0 (0%) 1 (33%) 2 (66%) 3 (100%)
Yes / No: No (0%) Yes (100%)
Pass / Fail: Fail (0%) Pass (100%)
1 to 2: 0 (0%) 1 (50%) 2 (100%)
Click an existing scorecard under the Scorecards in this profile. The only part you can't edit is the Scoring Scheme. The Scoring Scheme is permanent with the original creation of the scorecard.
Make your adjustments and click Save on the scorecard view AND the Scorecard Profile view to save your work.
Scorecard Profiles must be specified at the Department Level. This is the final step to see scorecards in the Calls tab. Hover to the Administer > Departments View in ExecVision.
Select the correct Scorecard Profile. All users under the specified department will have access to the new Scorecards on their Call Cards.