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
Weight Multiplier: The impact of this specific item on the total score.
Rating Scale (1 to 5): Clear descriptions for each score point to ensure consistent and fair grading across your team.
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 and Edit Scorecards
Admins and RevOps professionals can configure scorecards for existing or new meeting types within the workspace settings.
Step 1: Navigate to Scorecard Settings
Go to Settings.
Click on the Analysis Configuration tab.
Select the Scorecards sub-tab.
Step 2: Configure Your Criteria
Click + Add to create a new scorecard from scratch, or click the Edit (pencil) icon next to an existing item.
Enter a Name and provide a clear Question for evaluation.
Set the Weight multiplier in the top right corner.
How Weight Works: Multiplying a scorecard's weight makes it more important. For example, a weight of 2 makes it twice as important as a scorecard with a weight of 1.
Fill out the Score Descriptions (optional) for ratings 1 through 5.
Note:
You can configure Scorecards similarly when creating a new meeting type from scratch.
Scoring Meetings and Coaching
When you configure scorecards for your workspace, they automatically analyze your customer conversations and appear directly inside your meeting reviews.
Review AI-Generated Suggestions
The Scorecards tab automatically appears inside the Coaching view of a meeting.
Kickscale’s AI provides suggested scores for each criterion based on the call transcript.
A circular visual chart maps out individual performance across your different criteria (e.g., Situation Understanding, Problem, Need-Payoff), showing your total Average Score.
Refine and Override Scores
Review & Override: You can easily adjust or manually change any AI-suggested score.
Actionable Feedback: Read the AI-generated feedback and recommendations sections to find targeted coaching tips.
Jump to Transcript: Click on the timestamped observations under the scorecard to jump straight to that exact moment in the call recording.
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!