How every account, rep and team is doing, in parts

Scorecards for each account, each rep, the team and the company. Each part says how it is worked out, and nothing is blended into a single number.

How it works

1. 01The account scorecard sits at the top of each account page: rhythm, spend against the same months last year, level and why, lines bought, last contact and open follow-ups.
2. 02The rep scorecard covers a week, a month or a quarter: flags raised, the share contacted within two business days, outcomes, follow-ups on time and revenue back after contact. Click any number to see its rows.
3. 03The team scorecard puts every rep side by side; the company scorecard and a Monday email give owners one view.
4. 04The product line scorecard (each line's buyers, who stopped, and retention) is optional.

Who uses it

Reps

Their own scorecard.

Sales managers

Every rep's card side by side, sortable.

Owners

The company view and the Monday email.

In the help center

• The account scorecard Where an account stands, in parts, at the top of its page.
• The rep scorecard How a rep's book is being worked, with every number opening its rows.
• The team scorecard Every rep's scorecard side by side, with team totals.
• The company scorecard and weekly email One view of the company, and a Monday email to owners.
• The product line scorecard Each product line's buyers, who stopped, and how many of last year's buyers are still buying.

Every feature is on every plan. See pricing.

The rest of the product