How does Scorecards Analytics help improve rep performance?

- **Assess Coaching Consistency**: Gain visibility into whether front-line managers are consistently coaching their reps. ... - **Identify Coaching Impact**: Understand if reps are putting coaching into practice ... - **Streamline Data Analysis**: Eliminate the need to manually click ... - **Empower Data-Driven Decisions**: Access critical data on demand ... - I **mprove Rep Performance**: The ultimate goal is to improve rep performance over time using consistent coaching and feedback models.

Scorecards Analytics

Scorecards Analytics provides aggregated charts and reports that enable front-line sales managers to consistently assess coaching effectiveness, track the impact of coaching on rep performance, streamline data analysis, and make data-driven decisions to improve team and departmental sales outcomes.

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Scorecards Analytics

Jun 9, 2025
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Conversations Scorecards Analytics is a series of charts and reports that surfaces aggregated Scorecard data. It allows users to assess performance at an aggregate level, such as scores across a specific team or the entire department, in one view. The primary objective of Scorecards is to equip front-line sales managers with a way to provide structured and consistent coaching to their teams.

Conversations Scorecards Analytics helps you:

Assess Coaching Consistency: Gain visibility into whether front-line managers are consistently coaching their reps. This is crucial for holding managers accountable to their coaching quotas.
Identify Coaching Impact: Understand if reps are putting coaching into practice and observe the correlation between coaching and rep performance over time.
Streamline Data Analysis: Eliminate the need to manually click into each individual rep’s Coaching page to tally completed scorecards, saving significant time and effort for enablement leaders.
Empower Data-Driven Decisions: Access critical data on demand, enabling you to be in full control of your coaching initiatives and identify gaps and trends in rep performance across the team. This also helps customers avoid waiting days for a manual report.
I mprove Rep Performance: The ultimate goal is to improve rep performance over time using consistent coaching and feedback models.

To access the Scorecards Analytics, click on Conversations Insights in the Analytics drop down and then select the Scorecards tab.

In this article, you will learn about Conversations Scorecards Analytics, including:

Before You Use Scorecards Analytics

Scorecards Analytics are visible for users with Conversations Access enabled at the Global or Role-level.
Users must have View team analytics permission enabled for their role.
The following optional role permissions may be applied for full report functionality:
- Manage scorecards: allows users to see all private scorecards.
- Filter by Teammates
- Export Team Analytics
Collaborators will not be able to view this report.
A Private score is only visible to the scorer/scored users. The report will add the ability to reveal these scores to users with "Manage Scorecards" permissions.
The data table is downloadable to a CSV file.
Scorecards Analytics shows at least 30 days of historical data.

Conversations Scorecards Analytics Layouts

The Conversations Scorecards Analytics report includes a detailed data table and graphs to visualize key insights.

There are two options for the types of graphs you will see:

Scores Received(reps): Shows the scores reps have received so you can track progress over time.
Scores Given(managers): Shows the amount of times scores have been provided by Salesloft users. This is ideal for tracking whether managers are sticking with Scorecard and coaching initiatives.

Figure 1: Scorecards Analytics Graph Options

Figure 1: Scorecards Analytics Graph Options

Scores Received Panels

These panels help you visualize rep performance:

Scores received over time: This graph tracks the total number of scorecards the filtered users received within the specified time. The X-axis represents the date, and the Y-axis represents the number of scores received. The scores include ratings 1-5 and “Private”.
Scores received leaderboard: Displays top 10 users who received the most completed scorecards. In the chart, you can see a breakdown of the number of scores and which scores were given to the user in the time period selected. Ideally, you’ll have some leaders with a high number of scores in the 4 and 5 star range. If most of the scores are in the 1-3 range, it could suggest that additional coaching is needed.

Figure 2: Scores Received Panels

Figure 2: Scores Received Panels

Scores Given Panels

These panels help you visualize coaching activity:

Scores given over time: This graph tracks the number of scorecards completed over time. The X-axis represents the date, and the Y-axis represents the number of scores given. The scores include ratings 1-5 and “Private”.
Scores given leaderboard: Displays top 10 users who gave the most completed scorecards. The X-axis shows the user’s name within the group or selected users, and the Y-axis shows the total number of scores the user gave rep’s recordings over the selected period. Ideally, you will see a high number of scores from the managers on your team.

Figure 3: Scores Given Panels

Figure 3: Scores Given Panels

Scorecard Usage Report: Data Table

This table measures users on how many Scorecards they completed for each user over a time period with corresponding Scores. The data table is downloadable to a CSV file and includes the following data points:

Scored Conversation: The title of the conversation that was scored.
Scored User: User who received the score
Scored By: User who scored
Score: Pill that represents the numbered score given to the conversation. If the score was marked “Private,” the score will only appear for the users who received the score, gave the score, or admins.
Date Scored: When the score was completed.
Template Used: Which scoring template was applied to the score.

Figure 4: Scorecard Usage Report

Figure 4: Scorecard Usage Report

Standard filters apply, including filtering by date (with a 30-day default), user, or groups. Special filters are also available, allowing you to filter by the scorer, the scored user, and the template used.

From the report, you can edit columns and reorder the fields visible in the table. To learn more, check out Create Custom Analytics Views.

Additional Information and Resources: Conversations Scorecards Analytics

View Individual Scorecards

To view an individual scorecard, select the Score inside the Scorecard Usage Report. This will open a Scorecard overview window where you can see the rating, summary, and responses.

Click View Scorecard to open the scorecard inside the Conversation Recording view.

Scorecards can be viewed from the Conversations Recording view or from the Coaching Conversations page.

Figure 5: Example View Individual Scorecard