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Question

Scorecard for Deal Reviews

  • May 19, 2023
  • 2 replies
  • 96 views
jlangdon
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Has anyone created scorecards to use as the template for reviewing deal health? We did not get the forecasting module in Gong, but I was thinking, in addition to reviewing the call with a scorecard, if anyone is also doing deal reviews. Feel free to post your questions if you use scorecards this way. 

2 replies

Molly Kipnis
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  • Molly Kipnis
  • Community Manager
  • May 24, 2023

Hi @jlangdon, this is an interesting use case!

I’m going to ask around and see if I can find you some thought partners on this. Thanks for your patience! 

Molly Kipnis
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  • Molly Kipnis
  • Community Manager
  • May 30, 2023

Hi again @jlangdon! Do you have fields in your CRM where you could have scorecard-like components (like “Identified Pain”) and pull those in as a column to your deal boards? Sort of like columns as a “scorecard/visual checklist”. This is what Gong sellers do! 

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