Performance Tracking

The Scoreboard is not just a dashboard — it is a coaching tool. By tracking six specific metrics over time, salespeople can identify exactly where they lack and focus on improving those skills.

Self-assessment

As an individual salesperson, use the Scoreboard to:

• Spot weak areas — Metrics rated “Below Average” are the first place to focus. If your “Referrals Generated” is low, make it a goal to ask for one referral at every meeting.
• Track daily consistency — Use the heatmap to ensure you are active every working day. Gaps often correlate with missed opportunities.
• Set personal benchmarks — Note your current averages and aim to beat them next month.

Team management

Managers can use the global user filter to view any team member's Scoreboard:

1. Set the global user filter to a specific team member.
2. Navigate to the Scoreboard.
3. Review their six metrics, heatmaps, and ratings.
4. Compare with other team members by switching the filter.

Understanding the overall score

The 0-10 overall score combines all six metrics into a single number that reflects both consistency and volume. A high score means you are:

• Active every day (no long gaps in the heatmap).
• Performing at or above average across most metrics.
• Contributing to all six areas, not just one or two.

The score is most useful for comparing your performance period-over-period. Aim for steady improvement rather than a specific number.

Creating an improvement plan

1. Identify your two lowest-rated metrics.
2. Set a specific weekly target for each (e.g., “3 referrals per week”).
3. Log activities diligently so the Scoreboard reflects your efforts.
4. Review progress at the end of each week using a custom date range.
5. Adjust targets as your averages improve.