> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Score calls with your team's rubric

> Get a 0 to 100 scorecard for every answered call, graded on what good sounds like on your team.

Salesfinity scores your answered calls for you, so every rep gets feedback on every real
conversation. Managers set what good looks like once, and every scorecard follows it.

<Note>
  Call scoring is available on every plan. Owners and admins choose how calls are scored in
  **Settings** › **Coaching**.
</Note>

## How a call gets scored

You don't need to press anything. After you log a call, Salesfinity scores it in the background
when all of these are true:

<Check>You logged it with an answered outcome, such as meeting set, not interested or call back later.</Check>
<Check>The call was recorded, so there is a transcript to read.</Check>
<Check>It is longer than your team's minimum. The default is 1 minute.</Check>
<Check>A person answered, not a machine. Your team can turn this rule off.</Check>

The scorer reads the transcript and grades each area of the call against your team's rubric. It
only scores what it can find in the transcript, and explains each grade in a sentence or two.

<Tip>
  Record **Both sides** of your calls. A transcript with only your side can't show how you handled
  the prospect. See [Review recordings and transcripts](/calls/recordings-and-transcripts).
</Tip>

## Read a scorecard

Open **Analytics** and pick the **Scorecards** tab to see every scored call. Each row shows the
**Score** out of 100, the score for each area, any **Objections Detected**, the **Duration** and
the **Date & time**.

Click a call to open its scorecard. You see:

* **Overview** with the **Total Score**, the **Gaps** to work on, and an **Analysis** of the call.
* A card for each area, with the facts behind the grade. For example, whether you used a
  permission opener, how many open questions you asked, and whether you offered a specific time.
* Call stats such as **Talk Ratio**, **Questions** and **Pitch duration**.

You can also open the **Scoring** tab on any scored call in [Call history](/calls/call-history).

<Info>
  Owners and admins see a **Re-score** button on each scorecard. It scores the call again with your
  team's current rubric. Use it after you change how calls are scored.
</Info>

## Set your team's rubric

Owners and admins can change how every call is graded. The rubric applies to the whole team.

<Steps>
  <Step title="Open the Coaching settings">
    Go to **Settings** › **Coaching**. The **Call scoring** card shows your current rubric and its
    version. Click **Change**.
  </Step>

  <Step title="1. Start from a method">
    Pick **Salesfinity standard**, **Sandler-style** or **Challenger-style**. Or pick **Your own
    method** to keep what you have and edit it.
  </Step>

  <Step title="2. Describe how your team sells">
    Write a few sentences the way you would brief a new rep. The scorer reads this before it grades
    every call.
  </Step>

  <Step title="3. Choose what matters on a call">
    Set each area to **Critical**, **Important**, **Nice to have** or **Don't score**. The areas are
    **Opening**, **Discovery**, **Pitch**, **Tone & pace**, **Objection handling** and **Booking the
    next step**. Open an area to describe what great sounds like on your team. To set exact
    weights, click **Set exact percentages instead**. They must add up to 100.
  </Step>

  <Step title="4. Add must-do checks (optional)">
    List things every rep should do on every call, such as "Asked what dialer they use today."
    Each one is graded as done, partly done or not done.
  </Step>

  <Step title="5. Pick which calls get scored">
    Turn **Score calls automatically** on or off, set the minimum call length, and choose whether to
    score only calls where a person answered.
  </Step>

  <Step title="6. Try it on a real call (optional)">
    Click **Score a past call with this method**. You see the new score next to the old one.
    Nothing is saved.
  </Step>

  <Step title="Save">
    Click **Save scoring method**. New calls use the new rubric right away.
  </Step>
</Steps>

Every save creates a new rubric version. Click **History** on the **Call scoring** card to see who
changed what and when. Click **Test on a call** to check the current rubric on any past call.

## Share a scorecard

Use the share button on a scorecard to create a link. Anyone with the link can view that scorecard
without signing in. You can revoke the link at any time, and a revoked link never works again.

## Next steps

<CardGroup cols={2}>
  <Card title="Review recordings and transcripts" icon="waveform-lines" href="/calls/recordings-and-transcripts">
    Replay the call and comment on the moment a rep should hear.
  </Card>

  <Card title="Follow up with Nurture AI" icon="calendar-check" href="/calls/nurture-ai">
    Turn good conversations into follow-ups on the right day.
  </Card>

  <Card title="Get help on live calls" icon="bolt" href="/live-assist/overview">
    See what Live Assist will do during the call. Coming soon.
  </Card>

  <Card title="Ask Ari about your calls" icon="sparkles" href="/ari/overview">
    Ask Ari to analyze your calling and spot patterns across your team.
  </Card>
</CardGroup>


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