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How to Create and Use Meeting Scorecards in Kickscale

Meeting Scorecards in Kickscale help you evaluate sales meetings in a structured and consistent way.

Fabian Riedlsperger avatar
Written by Fabian Riedlsperger
Updated over a week ago

Meeting Scorecards in Kickscale help you evaluate sales meetings consistently and effectively. Whether you're using popular qualification frameworks like SPICED, BANT, or MEDDIC, or customizing your own, Scorecards simplify measuring performance, enhance coaching, and help your sales team continuously improve.

Kickscale’s AI now automatically generates suggested scores for each criterion, saving valuable time. Human reviewers can always review and override these suggestions if needed. Scores provided by the AI are clearly marked with a ✨ sparkle icon.


What Are Meeting Scorecards?

Meeting Scorecards allow you to systematically assess sales meetings based on predefined criteria. Each criterion includes:

  • Criterion Name

  • Evaluation Question

  • Rating Scale (typically 1 to 5)

  • Description for Each Rating (ensures consistent and fair scoring)

Example Criterion:

Criterion

Question

1 (Poor)

3 (Average)

5 (Excellent)

Customer Pain

Was the customer's primary pain identified?

No clear pain identified

Partial clarity on pain

Clear, specific pain identified


How to Create Meeting Scorecards

Follow these steps to set up Scorecards for existing meeting types:

  1. Go to Settings.

  2. Navigate to the Analysis Configuration tab.

  3. Select Edit Meeting Type for the meeting type you wish to configure.

  4. Click on the Scorecards tab.

  5. Choose to:

    • Create new criteria from scratch, or

    • Adapt predefined templates from frameworks like SPICED, BANT, or MEDDIC.

  6. For each criterion:

    • Enter a name.

    • Provide an evaluation question.

    • Set a 1–5 rating scale.

    • Include descriptions for each rating point.

  7. Click Save to finalize your scorecard.

Note:
You can configure Scorecards similarly when creating a new meeting type from scratch.


Scoring Meetings Using Scorecards

When Scorecards are set for a specific meeting type:

  • The Scorecards tab automatically appears in the meeting detail view.

  • Kickscale’s AI automatically provides suggested scores for each criterion, identified by a ✨ sparkle icon.

  • You can easily:

    • Review and override AI`s suggestions, if necessary.

    • Add commentary to justify or elaborate on the scoring.

  • Scores and comments save automatically.

Automatic suggestions help streamline the evaluation process, enabling you to focus on providing targeted coaching and feedback.


Tips and Best Practices

  • Regularly review and calibrate your scoring criteria for consistency.

  • Utilize predefined templates to save time and maintain alignment with industry-standard frameworks.

  • Always encourage reviewers to add meaningful comments for deeper insights and more effective coaching.

  • Periodically analyze scoring patterns across multiple meetings to identify trends and coaching opportunities.


Troubleshooting

I don't see the Scorecards tab when editing a meeting type.

  • Confirm you're in the Edit Meeting Type view under Analysis Configuration.

I added a Scorecard, but it’s not appearing in the meeting.

  • Verify the meeting uses the correct meeting type configured with the Scorecard.

I can't save a criterion or the Scorecard.

  • Ensure all required fields (name, question, rating scale, descriptions) are correctly completed.


Need Additional Help?

If you have any questions or need further assistance, reach out to our support team at support@kickscale.com. We're here to help!

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