How To: Create Scorecards!

Last updated: April 28, 2026

Scorecards in Hyperbound are *essential* tools for evaluating and improving your team's performance. They give you a structured way to assess specific call behaviors, making sure reps are meeting key performance criteria.

By creating scorecards, users can analyze interactions like discovery calls, warm leads, or customer follow-ups to get clear, actionable feedback. These scorecards are especially useful for monitoring consistent performance, tracking skills development, and giving reps real-time feedback.

Check out creating scorecards using AI

Why Use Scorecards?

  • Evaluate Call Performance: Scorecards allow managers to assess key aspects of sales calls based on custom criteria.

  • Get Targeted Feedback: Scorecards can be used to highlight areas where reps excel and identify opportunities for improvement.

  • Ensure Consistency: Scorecards help standardize evaluation across different call types or ICPs.

  • Enable AI Coaching: With scorecards, you can enable Hyperbound's AI coaching, which provides personalized feedback based on rep performance.

When To Use Scorecards:

  1. Training + Development: Scorecards are great for identifying gaps in knowledge and providing guided coaching.

  2. Performance Reviews: Use scorecards to make sure reps are consistently meeting the company's quality standards during calls.

  3. Call Simulations: Scorecards can also be used to simulate calls and measure how well reps handle various scenarios.

Now that you have the 411 on scorecards, let's get to building one!

How To: Create a Scorecard in Hyperbound

Step 1: Access the Scorecard Builder

  1. From the Hyperbound dashboard, hover over the left-hand navigation panel.

  2. Click the Scorecards section.

  3. Click + Create New in the upper right-hand corner to begin building a new scorecard.

Step 2: Name Your Scorecard

  • Why does this matter? The name of your scorecard is important because it helps you easily identify it when assigning it to bots or calls.

  • Best Practice: Make sure the name is unique so there's no confusion with other scorecards.

Step 3: Select Call Type

  • Choose Call Type: Determine the type of call you're creating the scorecard for

    • Ex: discovery call, warm call, cold call, focus call, etc.

      • Ex: select "Warm Call" if you're evaluating inbound trial calls.

  • If this is your default scorecard for this call type, click Mark Default to automatically assign it to future calls like this one.

Step 4: Add Questions + Criteria

  • Populate with Examples: On the right-hand side, you'll see examples you can use to populate your scorecard.

    • Fully Customizable: These questions and criteria are editable, so feel free to change them to match your requirements.

Step 5: Customize the Criteria

  • Criterion Type Options:

    • AI Grading: Uses AI to analyze conversations and provide a yes/no answer based on whether the rep met the critera.

    • Keyword Matching: Checks if specific words or phrases were used by the rep or the bot. You can input multiple keywords, and the system will confirm if any were mentioned.

      💥 TIP! 💥

      AI Grading looks for broader themes and concepts, while Keyword Matching is more precise, like a "command + F" search.

Step 6: Design Yes/No Questions

  • Why Yes/No? Scorecard questions need to be structured as yes/no questions to make sure feedback is actionable.

    • Tip: Break down complex evaluations into a series of pointed yes/no questions.

      • For example: instead of asking, "Did the rep do a good job on a scale of 1-5?" ask, "Did the rep use research on the prospect?"

      • This will help give you more direct and measurable feedback!

Step 7: Enable AI Coaching (optional)

  • What It Does: Enabling AI coaching provides reps with instant feedback on how they can meet the criteria. The more detailed your How to Score section is, the better feedback the rep will receive.

  • Things To Consider: Enabling AI coaching will increase load times for the scorecard (5-10 seconds per question).

    • If you have more than 35 questions, expect a longer load time (up to 1 minute.)

Step 8: Organize Sections + Criteria

  • Drag + Drop: Use the drag-and-drop feature to reorganize sections and criteria.

    • For example: you can move the "Warm Opener" section above or below other sections like "Closing."

      • Sections: Larger categories like "Opener" or "Closing."

      • Criteria: Individual questions or elements within those sections.

Step 9: Save the Scorecard

  • Click Save to finalize your scorecard. Once saved, it will be ready to assign to any relevant calls or bots.

Best Practices for Using Scorecards:

  • Create Separate Scorecards for Different Call Types: Tailor scorecards to different ICPs (ex: end users vs. decision-makers).

  • Use Detailed Examples: The more specific your instructions in the "How to Score" section, the better feedback reps will receive.

  • Start Simple! Begin with a few key questions before expanding your scorecard.

  • Monitor Load Times: Keep in mind that AI coaching adds to load times, so balance the number of questions with performance expectations.

Also check:

📄 How to Create Bots and Scorecards Using Kota                                                                                                                                                 

📄 Enabling the N/A Option on Scorecard Criteria

With Hyperbound's custom scorecard builder, you can make sure your team gets the most actionable feedback and coaching based on real conversations. Whether you're preparing for a sales simulation or reviewing actual customer interactions, scorecards help align performance with business objectives.

Still have questions? That's what we're here for! Reach out to us at help@hyperbound.ai and we'll get back to you as soon as possible.