Scorecards

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How scorecards work

1. A call is ingested from your connected recording platform or uploaded directly
2. The call is automatically classified into a type (discovery, demo, etc.)
3. The scorecard template matched to that call type is applied
4. AI evaluates the transcript element by element, scoring each one with evidence from the conversation
5. A structured scorecard is generated and available to your team, agents, and workflows

This happens automatically for every call — no manual trigger required. Each element is scored on a three-point scale: For each score, the AI provides:

• Rationale — why it scored that way, with direct quotes from the call
• Coaching suggestion — specific, actionable advice for improvement

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Structured by call type

Every call type has its own scorecard template — so a discovery call is evaluated against different elements than a demo or a renewal call. Because every call of the same type is scored against the same criteria, you can compare across reps, track improvement over time, and identify team-wide patterns — and your agents and workflows can consume the same structured context programmatically. For example:

• Discovery Call scorecards evaluate decision criteria explored, pain identification, and initiative maturity
• Demo Call scorecards evaluate whether the demo mapped to pain, objections addressed live, and next steps
• Renewal Call scorecards evaluate value anchoring, risk handling, and competitive awareness

See Call Classification for the full list of call types and what each template covers.

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Access this context anywhere

Scorecards are available in the app, through the API, and to AI agents via the MCP server.

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Frequently asked questions

How does the scoring work? Each element is scored on a three-point scale: Green (rep covered this element thoroughly), Yellow (partially addressed — key aspects were missed), or Red (not addressed). For each score, the AI provides a rationale with direct evidence from the call and a coaching suggestion for improvement. Green-rated elements receive no coaching suggestion. See example scorecards for the full output. What elements are evaluated on a scorecard? It depends on the call type. Discovery call scorecards evaluate Situation, Pain, Impact, Critical Event, and Decision Process. Demo call scorecards evaluate Pain Reconnection, Solution Fit, Use Cases Confirmed, Objections Addressed Live, and Next Steps. Renewal call scorecards evaluate Adoption Reviewed, Objections Addressed, Deal Risks Identified, Decision Process, and Next Steps. Each call type has its own evaluation criteria. Are scorecards generated automatically? Yes. Every call that flows into OnePerfectSlice is automatically classified by type and scored against the matched scorecard template. No manual trigger or manager review required. How are scorecards different from summaries? Summaries extract structured context from a call — what was discussed, what matters, and what to do next. Scorecards evaluate how well the rep executed the call — element by element, with evidence-backed ratings and coaching suggestions. Both are generated automatically for every call. Can I use scorecards to track team-wide patterns? Yes. Because every call of the same type is scored against the same criteria, you can compare across reps and track improvement over time. If multiple reps are scoring Red on Decision Process, that’s a team-wide coaching opportunity — not a one-off gap. Can I access scorecards programmatically? Yes. Scorecards are available through the REST API and the MCP server. You can filter by call type, date range, rep, company, and CRM fields.