Skip to content
Feature Request
  • There are no suggestions because the search field is empty.

How to use Scorecard Templates in PitchMonster

Scorecard Templates allow you to standardize scoring criteria across role-plays and call analysis. Templates are shared at the company level and visible to all users once created by an admin.

Accessing Scorecard Templates

  1. Open the left navigation bar.

  2. Click Scorecard Templates.

Menu Scorecard templates

You will see a list of all templates available in your company account. Templates added by admins are visible to Company Owners, Full Admins, Editors.

Creating a New Scorecard Template

  1. Click Add New Template.

  2. Select the language.

  3. Choose one of the following:

    • Start from scratch

    • Use a template from PitchMonster collection (available per language)

Screenshot 2026-01-19 at 13.05.59

Configure the Template

  1. Enter:

    • Template name (for example: Sales Call, Discovery Call)

    • Notes (used to distinguish similar templates, for example CFO vs CIO calls)

  2. Define roles:

    • User role (Sales Rep, CSM, BDR, etc.)

    • AI role (Customer, Prospect, Existing Customer, etc.)



Screenshot 2026-01-19 at 13.08.05

Add Metrics

  1. Add metrics with:

    • Metric title

    • Scoring points

  2. Add or remove points as needed.

  3. Open point context to add additional guidance for AI analysis.

  4. Reorder metrics using drag and drop.

Screenshot 2026-01-19 at 13.09.28

Click Save. The template will now appear in the template library. You can filter templates by language or search by name.

Using Templates in Role-plays

Scorecard templates can be applied when:

  • Creating a new role-play

  • Editing an existing role-play

Assigning a Template to a Role-play

  1. Create or open a role-play.

  2. Go to the Overview page.

  3. Open the Scorecard section (next to the scenario editor).

Screenshot 2026-01-19 at 13.11.33

If the scorecard is empty, the role-play cannot be assigned.

  1. Click the three dots and select Add scorecard.

Screenshot 2026-01-19 at 13.12.53

     2. Choose:

Create scorecard

You can edit metrics, points, roles, and context. The template name cannot be changed here. Click Save to enable the scorecard.


Saving a Role-play Scorecard as a Template

If you modified a scorecard and want to reuse it:

  1. Open the role-play scorecard.

  2. Click Save as a template.

Screenshot 2026-01-20 at 11.29.38

          3.  Review or edit details.

          4. Provide a name and notes.

          5. Click Save.

The new template will appear in the Scorecard Templates library.


Resetting a Scorecard

You can reset a role-play scorecard to:

  • Switch to a different template

  • Rebuild the scorecard entirely

Important:

  • Previous scores are archived on existing recordings.

  • Old scores remain visible as legacy scores.

  • Scores are not automatically recalculated after a reset.

Using Templates in Call Analysis

Scorecard templates are required for call analysis.

  1. Go to Call Analysis.

  2. Click Upload new call. 


Call Analysis

     3. Select the call language.

     4. Choose a scorecard template available for that language.

     5. Upload the call.

If no templates exist for a selected language, call analysis cannot proceed. Templates must be created first.