Overview
The Scoreboard Report in SalesExec provides a visual and numerical representation of user and team performance metrics. This report allows managers to monitor lead activity, conversion rates, and other key performance indicators (KPIs) in real time. Configuring the Scoreboard Report ensures that users see relevant metrics tailored to your organization’s sales process and objectives.
Scoreboards improve transparency, foster healthy competition, and help identify areas for coaching and process improvement.
Key Functionality
Display performance metrics for individual users, teams, or campaigns
Track lead conversion rates, call activity, and follow-up completion
Customize which KPIs are visible and how they are calculated
Set time frames for reporting (daily, weekly, monthly)
Provide actionable insights for management and leadership
How to Use This Feature
Click Add Scoreboard
Name the Scoreboard and click Save
The newly created Scoreboard will now display
Click Settings
Click Add Slide button and a menu of reports will display
Click + to add a slide
Image 1.1 Choose A Slide Type
Notice the name of the Report is the title of the Slide, click the pencil icon to edit the name if you choose
Settings Wheel to Customize Title [3] – Select the time zone
Settings Wheel to Customize Widget [4] – Time zone, Fixed Dates, Rolling Dates, Reporting Tier and option to Filter
Change Background button [5], click this icon and you can choose the background of your slide to an Image or Video of your choice.
Image 1.2 Choose Background
Image 1.3 Edit Scoreboard
Notice: once a slide is created, you have the ability to add more slides.
You can select the time interval for the slides you create.
Share Link [6] is available with the intention of adding this link into a browser on a large monitor or TV. The link is located on the bottom left corner of the page.
Slide Interval [7], this is located on the bottom right corner of the page.
Image 1.5 Slide Interval and Share Link
Best Practices
Focus on key performance indicators that align with business goals.
Use consistent reporting timeframes to enable fair comparison.
Regularly review and adjust metrics to reflect changing priorities.
Share report access with team leaders and stakeholders for transparency.
Combine multiple scoreboards to get insights at both individual and team levels.
Troubleshooting
If metrics appear incorrect, verify that the underlying lead, call, and task data is complete and up to date.
If users cannot access the scoreboard, confirm their roles and permissions allow report visibility.
Check that date filters match the reporting period you intend to analyze.
If certain users or teams are missing, confirm that they are correctly assigned to the selected campaigns or groups.
Review any custom KPI calculations to ensure formulas are accurate and pulling the correct data fields.