The right rubric for each activity
Inbound enquiries, outbound prospecting and post-delivery follow-up can require different expectations. Separate rubrics preserve meaningful comparisons.
Sales scoring
Criteria, weights and eligibility rules are configured around your scripts and objectives, then applied consistently to comparable calls.
14 active criteria · version 3
Linked evidence
Excerpts tied to criteria
Priority action
One concrete point to improve
In practice
Inbound enquiries, outbound prospecting and post-delivery follow-up can require different expectations. Separate rubrics preserve meaningful comparisons.
Each criterion defines what is expected, how it can be observed and when it should not penalize a call.
Calculation rules can emphasize decisive stages while retaining visibility into actual criterion coverage.
Averages and trends are calculated over calls that share a compatible rubric and analysis context.
Frequently asked questions
A criterion may be unobservable or irrelevant in a particular conversation. N/A avoids an artificial penalty.
Yes. Versioning identifies which rubric was used for each analysis.
No. It is a review signal that should be considered with evidence, context, sample size and managerial judgment.
A demonstration helps define the data source, evaluation grids and user scope before deployment.
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