Sales Rep Scorecard

See Every Rep's Strengths, Gaps, and Growth Path

Sales Rep Scorecard turns scattered CRM data into a clear performance picture for every rep on your team. Instead of relying on gut feel or lagging indicators like quota attainment, this skill analyzes leading indicators — activity metrics, conversion ratios, deal velocity, pipeline coverage, and skill-specific performance — to identify exactly where each rep excels and where they need coaching.

How It Works

Connect your CRM and activity data, and the skill builds comprehensive scorecards for each rep. It tracks metrics across the full funnel: outbound activity volume, connect rates, meetings booked, discovery-to-demo conversion, demo-to-proposal conversion, proposal-to-close rate, average deal size, sales cycle length, and discount depth. It benchmarks each rep against team averages and top performers, identifies statistically significant performance gaps, and recommends specific coaching actions.

What's Included

• Full-Funnel Metrics: Track 20+ leading and lagging indicators from first touch to closed-won
• Peer Benchmarking: Compare each rep's metrics against team average, top quartile, and bottom quartile
• Skill Gap Identifier: Pinpoint specific selling skills that are holding a rep back (e.g., discovery depth, multi-threading, negotiation)
• Coaching Playbook Generator: Auto-generate coaching plans based on identified skill gaps with specific exercises and milestones
• Trend Analysis: Track improvement or regression over time with weekly, monthly, and quarterly views
• Manager Dashboard: Aggregate team view with at-a-glance health indicators and priority coaching targets