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July 15, 2026New
The scorecard page has been rebuilt into a coaching analytics hub. Every scorecard now shows you how your team is performing against it — and tells you exactly what to coach next.

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The redesigned scorecard page

Open any scorecard from Analytics and you get the playbook score, scored meetings, and average meeting duration for the selected period, next to an AI summary that names the clearest coaching opportunity across the team.
Scorecard page for a Discovery scorecard — playbook score, scored meetings, average duration, an AI coaching summary, and a section breakdown with trend charts and per-question scores
The section breakdown shows each section’s score with a trend chart over time, and every question inside it with its score and the split of met / partially met / missed answers. Sort sections by score to jump straight to the weakest area, or expand everything for a full read. Admins can also assign reps to the scorecard directly from this page, without going back to settings.

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Top coaching moments

The page now surfaces the standout Moments from calls scored with this scorecard — short clips of the interactions most worth reviewing, each showing the rep, the section it belongs to, and the call and section scores behind it.
Top coaching moments on the scorecard page — four playable clips, each with the rep, section, call score, and section score, plus a section filter and a Browse moments link
This closes the loop between the numbers and the calls themselves: when the section breakdown shows the team struggling with a behavior, the moments give you real examples to watch and share — a strong clip to spread across the team, or a weak one to bring into a 1:1. Moments follow the same section and date filters as the rest of the page, so what you watch always matches what you’re analyzing.

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Coaching insights

Every section has an Insights button that generates a coaching focus for it — grounded in the actual evidence from your team’s scored meetings.
A generated coaching focus — evidence from scored meetings, a team meeting drill, a 1:1 action, people to involve, and a strength to leverage
Each insight includes:
  • Evidence — the scores and meeting counts behind the recommendation, so it’s verifiable rather than generic
  • Team meeting and 1:1 actions — a concrete drill to run with the team and an inspection to do with an individual rep
  • People to involve — the specific reps flagged for coaching on this behavior, each with a suggested manager action
  • A strength to leverage — something the team already does well that you can build the fix on
What makes these insights different is that they’re built from your team’s structured scoring data, not general sales advice. Every recommendation traces back to real meetings and real scores, names the specific reps who need attention, and arrives with an action you can run in your next team meeting or 1:1. The path from “the data says impact quantification is weak” to “here’s the drill we’re running Monday” is already written for you. Insights can be pinned, copied, or regenerated as new meetings come in.