Sales scorecards are a type of sales report that track individual activities of each sales team member. It helps you identify your top performers, who is generating the most leads and closing deals, and who may need more help and sales training. However, while many customer relationship management (CRM) tools offer reporting functionality, reports aren’t always customizable, which is why additional analytics software may be required.
While we’ve outlined six of the best options, you may decide that all of these solutions are more robust than you need. This is why we have also created our own free sales scorecard template, which you can download for free, and then customize for your specific business. All you then need to do is duplicate this template for each salesperson based on their role, and you’ll be able to analyze any changes and help them decide the best way to spend their time most efficiently.
1. Salesforce Scorecard
While Salesforce is a powerful customer relationship management (CRM) tool, it also offers a sales scorecard option in the Lightning Sales Console by integrating with LevelEleven. It offers an artificial intelligence (AI)-powered tool that gives sales reps access to their personal sales scorecard, tracks activities, and scores leads all in one place. Pricing ranges from $45 to $50 per user, per month, billed annually.
- Custom objects
- Accounts and contacts
- Roles and advanced sharing
- Scorecards built into CRM
- Personalized metrics
Corporater offers a Balanced Scorecard tool that tracks individual and team performance with customized scorecards. It allows those in charge of your company’s sales management to look for helpful insights over time that can help improve performance. Pricing starts at $79 per user, per month.
- Employee performance management
- Ability to create automatic and manual data collection
- Track performance metrics, initiatives, resources, and foster accountability
- Business intelligence (BI) and analytics
- Corporate reporting
3. ClearPoint Strategy
ClearPoint Strategy offers a scorecard that allows you to track individual performance, team performance, and gives you access to advanced roles and permissions for different users. You can also create custom fields so you are measuring the data you see most. Pricing ranges from $250 per month for five users to $800 per month for 10 users. Custom pricing is available for larger teams by contacting the sales department.
- Goals, key performance indicators (KPIs), and projects
- Data visualization with charts and graphs
- Unlimited scorecards and reports
- Custom colors and branding
- Export to web for data sharing
4. BSC Designer
BSC Designer offers sales scorecard plans to fit nearly any small business, with a free forever plan for up to five users. The scorecards help organizations of all sizes measure performance and KPIs while helping you improve your overall sales process. Paid plans start at $69 per month for up to eight users to $1,521 for 25 or more users.
- Five scorecards on the free plan and unlimited scorecards on all paid plans
- 16 scorecard indicators on the free plan and unlimited indicators on all paid plans
- User manual with robust video tutorials
- Customer email support on paid plans
- Online training sessions on paid plans
5. Andara BI
Andara BI offers a highly visual sales scorecard that is easy to use, even for non-tech-savvy salespeople. It has predefined templates for every role that can be customized and shared online to foster collaboration. Pricing starts at $99 per month for one user to $1,000 per month for up to 100 users.
- Support services offered on each plan
- Unlimited scorecards on every plan
- Preloaded templates
- Mobile app
- Ability to integrate data via XLS uploads
6. ESM Software
ESM Software offers a program that makes performance assessment and management with personal balanced scorecards easy. KPIs are shared across teams that link performance metrics with organizational strategy to make sure everyone is on the same page. Pricing ranges from free to $880 per team.
- Create and track objectives and key metrics in the free plan
- Excel exports in all plans
- Dedicated account manager in paid plans
- Custom balanced scorecard templates in paid plans
- Track and measure KPIs
Frequently Asked Questions (FAQs)
What is a KPI?
KPIs stand for the key performance indicators (for example, number of new contracts signed each month) that help your team measure how effectively you are reaching your set goals. Sales scorecards are an excellent strategy for measuring KPIs in a visual, trackable manner.
Do I need to pay for sales scorecards?
While paid sales scorecard software is effective and helps automate the process, it’s not necessary to use one to track your KPIs and performance. For example, you can download the free template we’ve included at the beginning of this article or make your own spreadsheet.
How many metrics should I measure in each sales scorecard?
We recommend keeping track of only the most important KPIs or sales activities for each salesperson, which should be tailored to their specific goals and responsibilities. Limit your scorecard metrics to no more than five so you don’t get overwhelmed with data that doesn’t affect your bottom line.
Sales scorecards are a beneficial tool for small businesses to track performance, identify high performers, and determine who needs coaching and training. They also help you assess KPI achievement on a weekly, monthly, and quarterly basis so you can adjust your goals and sales strategies on a continual basis.
If you have a budget for sales scorecard software or already use Salesforce as a CRM, we recommend trying Salesforce’s sales scorecards to build scorecards right into your CRM, create personalized metrics for each sales rep, and access custom roles and advanced sharing. Visit Salesforce today to learn more and sign up for a free trial.