Scoreboard
The Scoreboard is your personal and team performance dashboard. It tracks six key metrics that reflect the daily actions proven to drive sales success. Use it to identify where you are excelling and where you need to improve.
Dashboard overview
At the top of the Scoreboard, you see a combined view with:
- Heatmap — A calendar showing daily activity volume by color intensity.
- Total — The total count across all six metrics for the selected period.
- Average per day — Your daily average activity rate.
- Overall score (0-10) — A composite score reflecting your consistency and volume across all metrics.
Six key metrics
Each metric is tracked independently with its own total, average, and performance rating:
| Metric | What it tracks | How to improve |
|---|---|---|
| Events Attended | Events you attended or are linked to. | Attend more industry events. Use event search to find opportunities. |
| Contacts Earned | New contacts created in the period. | Network more, attend events, and import leads. |
| Activities Completed | Activities marked as done. | Log and complete calls, meetings, and follow-ups daily. |
| Referrals Generated | Referral relationships created between contacts. | Ask existing contacts for introductions and track them as referrals. |
| Appointments Held | Meetings and appointments completed. | Book and log more meetings from your pipeline. |
| Customers Earned | Contacts marked as clients in the period. | Advance deals through your pipeline to closed-won. |
Performance ratings
Each metric shows a rating based on how your average compares to your historical data:
- Below Average — Your current rate is lower than your historical average.
- Average — You are performing at your typical rate.
- Above Average — You are exceeding your historical average.
In this section
- Heatmaps & Date Ranges — Explore daily detail and customize time periods.
- Performance Tracking — Use the Scoreboard to coach your team.
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