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Free Sales Scorecards & Rubrics

Free sales scorecards & rubrics for sales reps, managers and enablement leaders, covering Account Management, Retention & Expansion; Demos & Product Storytelling; Discovery & Qualification and more. Every resource is the full thing on the page: copy it, adapt it, use it. No sign-up, no download gate.

Account Management, Retention & Expansion

Scorecard/RubricChampion Strength RubricScore how strong, and how vulnerable, your internal champion really is before you bet the renewal on them.Scorecard/RubricCustomer Health Score ScorecardA weighted, ready-to-use rubric (usage, engagement, sentiment, support load) so every AM scores accounts the same way.Scorecard/RubricExpansion Opportunity ScorecardRank every account's expansion potential so managers know exactly where to point limited AM time.Scorecard/RubricRenewal Readiness ScorecardA green/yellow/red scorecard AMs fill out 45 days before every renewal so managers can triage risk before it's too late.

Demos & Product Storytelling

Scorecard/RubricDemo Customisation Depth Scorecard: Generic vs. TailoredScore every demo on 12 specific signals that separate a truly tailored demo from a dressed-up standard pitch.Scorecard/RubricDemo Scorecard for Peer ReviewA structured rubric for reviewing recorded demos and coaching reps on narrative, not just delivery polish.Scorecard/RubricMEDDPICC Demo ScorecardScores a demo against every MEDDPICC pillar so managers coach demos as qualification events, not theater.Scorecard/RubricNew-Hire Demo Certification RubricA competency rubric enablement leaders use to certify reps before they're allowed to demo live to prospects.

Discovery & Qualification

Scorecard/RubricDiscovery Call Review RubricA structured framework for 1:1 call reviews that turns a recording into three specific coaching actions.Scorecard/RubricDiscovery Call Scorecard for ManagersThe rubric managers use to grade recorded discovery calls on a 1-5 scale across 10 core discovery competencies.Scorecard/RubricDiscovery Call Self-Grading RubricA self-review rubric reps use right after a call to grade their own discovery performance while it's still fresh.Scorecard/RubricMEDDPICC ScorecardA fill-in scorecard that grades every open deal against all 8 MEDDPICC pillars so nothing slips through the pipeline.

Negotiation & Closing

Scorecard/RubricBuyer Power & Stakeholder Leverage ScorecardScore each stakeholder's real negotiating leverage: budget authority, alternatives, urgency, so reps stop treating…Scorecard/RubricMEDDPICC Deal ScorecardScore every open opportunity across all eight MEDDPICC pillars in one sitting, with a pass/fail threshold for forecast…Scorecard/RubricNegotiation Competency Baseline Assessment (Manager Edition)Score every rep's negotiation skill before a live deal is at risk, using observable behaviours across four defined…Scorecard/RubricNegotiation Roleplay Scorecard (Manager Edition)A behavioral rubric for grading negotiation roleplays in 1:1s and team practice, built to the same rigor as a certified…

Sales Kickoffs, Training & Enablement Programs

Scorecard/RubricFrontline Manager Coaching Skills ScorecardRates a manager's own coaching behaviors, not their reps', against the techniques that actually move skill development.Scorecard/RubricManager Skill-Observation ScorecardA structured behavior checklist for live call and deal shadowing, tied to named skills instead of gut feel.Scorecard/RubricSales Certification Rubric (Novice-to-Expert Levels)Objective behavioral criteria at each mastery level so graduating onboarding means demonstrated skill, not just time…Scorecard/RubricSales Kickoff Session Feedback ScorecardRate every SKO session on engagement, retention, and real-world actionability so next year's agenda gets sharper.

Coaching, 1:1s & Feedback

Scorecard/RubricCoaching Effectiveness Scorecard for ManagersA rubric leaders use to rate manager coaching quality itself: consistency, specificity, follow-through, instead of only…Scorecard/RubricDiscovery Call ScorecardA weighted rubric scoring discovery calls on question quality, pain quantification, and next-step control, not just…Scorecard/RubricObjection Handling Call Review RubricScores how a rep actually handled objections on a real call: acknowledged, isolated, reframed, confirmed, against a…

Cold Email, LinkedIn & Social Selling

Scorecard/RubricCold Email Copy Review ScorecardA 5-criteria rubric: clarity, relevance, CTA, personalization, brevity, for grading rep-written emails 1 to 5 before…Scorecard/RubricProspecting Competency Rubric (S-SEA Aligned)A five-level mastery rubric: novice to expert: across research, messaging, cadence design, and channel fluency.Scorecard/RubricWeekly Prospecting Activity ScorecardThe leading-indicator tracker: touches, connects, meetings booked, by channel, that catches a slump before pipeline…

Comp, Quota, Territory & Capacity Planning

Scorecard/RubricAccelerator Cliff Deferral Audit: Comp Plan Behaviour DiagnosticScore your current comp plan against 5 cliff-driven failure modes and get a fix priority ranking before next quarter.Scorecard/RubricAccount Segmentation & Tiering RubricScoring criteria: revenue potential, strategic fit, effort-to-serve, for sorting accounts into Enterprise/Mid/SMB tiers…Scorecard/RubricTerritory Design Fairness ScorecardScores a proposed territory carve-up against six fairness criteria before reps ever see the map.

Sales Content, Playbooks & Battlecards

Scorecard/RubricBattlecard Effectiveness ScorecardGrades each competitor battlecard on accuracy, usage, and measured win-rate lift so you know exactly which to retire.Scorecard/RubricEnablement Content Audit: Competency-to-Evidence ScorecardAudit every library asset against the competency it claims to build and the evidence it has ever changed rep behaviour.Scorecard/RubricPlaybook Adoption ScorecardMeasures whether reps are actually following the playbook stage-by-stage, not just whether it was published and…

Sales Process & Methodology (MEDDIC, SPIN, Challenger)

Scorecard/RubricMethodology Adoption & CRM Compliance ScorecardAudit whether your team is actually using the methodology you paid to train them on, measured by CRM field completion…Scorecard/RubricPipeline Hygiene ScorecardGrade every rep's pipeline on data completeness, next-step clarity, and close-date realism in under 10 minutes a week.Scorecard/RubricProcess Maturity Stage Diagnostic: Are You Really at Stage Three?Score your org against the four maturity stages using observable manager behaviours, not artefact checklists.

Skills, Competencies & Career Growth

Scorecard/RubricCall Coaching Observation ScorecardA structured rubric for scoring recorded or live calls against named skills, so feedback is about competency, not vibes.Scorecard/RubricNegotiation Skill-Level RubricBehavioral anchors for Novice through Expert negotiation: what each level actually sounds like on a call, not just what…Scorecard/RubricSales Competency Self-Rating ScorecardScore yourself 1–5 across all 12 core competencies using the same rubric language your manager uses, before your next…

Cold Calling & Phone Skills

Scorecard/RubricCall Monitoring & Coaching ScorecardA behavior-based scorecard for grading recorded cold calls across opener, objection handling, and next-step securing.Scorecard/RubricCold Calling Skill Level Rubric (Novice to Master)A 5-level competency rubric defining exactly what separates a Novice cold caller from a Master, mapped to observable…

Hiring, Interviewing & Team Building

Scorecard/RubricPanel Interview Rubric for Sales RolesAligns every interviewer on the same scoring scale before the debrief, so "I liked them" stops counting as a hiring…Scorecard/RubricSales Candidate Scorecard: The 7-Competency Hiring RubricScore candidates against the same 7 core sales competencies your top performers already have, not gut feel.

Metrics, Analytics & RevOps

Scorecard/Rubric1:1 Coaching Metrics ScorecardThe specific metrics a manager should walk into every 1:1 with, scored against a rubric instead of eyeballed.Scorecard/RubricSales Forecast Accuracy ScorecardGrade every rep's forecast call against actual close dates and amounts to find who's chronically over- or under-calling.

Objection Handling

Scorecard/RubricObjection Handling Certification Rubric (Bronze / Silver / Gold)A competency-tiered mastery rubric enablement teams use to certify reps, built S-SEA-style with observable behaviors…Scorecard/RubricObjection Handling Scorecard for Call ReviewsThe rubric managers use to grade a rep's live objection handling on recorded calls, not just gut feel.

Onboarding & Ramp

Scorecard/RubricNew Rep Call Review RubricThe scoring rubric managers use on a new rep's first 20 recorded calls, so feedback is consistent across every reviewer.Scorecard/RubricNew Rep Certification ScorecardThe pass/fail rubric that decides whether a new hire is cleared to run live calls solo.

Pipeline, Deal Management & Forecasting

Scorecard/RubricDeal Inspection Scorecard (Skip-Level Edition)The scorecard VPs and CROs use to sanity-check a rep's number-one deal before it lands in the board deck.Scorecard/RubricDeal Probability Scorecard: Three-Factor Forecast ModelScore every deal on buyer-initiated contact, multi-thread depth and commercial conversation status — not CRM stage.

Prospecting & Outbound Strategy

Scorecard/RubricCold Call Certification ScorecardA pass/fail rubric managers use to certify a rep is ready to prospect live accounts unsupervised.Scorecard/RubricCold Call Talk-to-Listen Ratio ScorecardA call-scoring rubric that benchmarks rep talk time against discovery-question density on live and recorded calls.

Psychology, Mindset & Productivity

Scorecard/RubricRejection Resilience ScorecardScore your response to a lost deal across 5 resilience markers to catch a spiral before it wrecks next week's pipeline.Scorecard/RubricTeam Burnout Early-Warning ScorecardScores each rep across 6 leading indicators so managers intervene weeks before resignation, not during the exit…

Sales Leadership & GTM Strategy

Scorecard/RubricIC-to-Manager Promotion ScorecardThe rubric candidates and leaders use to evaluate a top rep for their first management role, separates "best seller"…Scorecard/RubricSales Leadership Competency ScorecardA rubric built on 400+ competency benchmarks for evaluating VP/Director candidates on coaching, forecasting, and…

AI Assessment, Scoring & Assurance

Scorecard/RubricAI Scoring Criteria Constructability Audit: Can the Model Actually See It?Score each criterion in your AI roleplay rubric against what a transcript can mechanically observe — before the model…
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