Scaling Sales Performance with 100% Call Coverage
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Scaling Sales Performance with 100% Call Coverage
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
What is Avoma?
Avoma Scorecards & Dashboards
Workflows before Avoma Scorecards
—> Manual feedback with the help of comments feature.
What is Avoma?
Avoma Scorecards & Dashboards
Workflows before Avoma Scorecards
—> Manual feedback with the help of comments feature.
Watch Product Video
Watch my intro + this case-study
Problem Statement
The Challenges
Managers ofter find it difficult to evaluate their teams effectively.
Coaching their team manually, by adding comments is time-consuming and inconsistent process.
No Standardisation
There is no standardised yet flexible process to evaluate team members.
This makes it harder to identify coaching opportunities, leaving team members without clear guidance for improvement.
Solution
Coaching with Scorecards
Avoma Scorecards standardise evaluations enabling actionable coaching.
AI scoring ensures consistency, while Manual scoring allows personalised feedback.
Empowering with Dashboards
Dashboards offer a clear view of performance trends.
Dashboards also provids granular insights for teams in multiple ways.
Dashboard helps identify strengths, pinpoint gaps, and drive focused coaching for continuous improvement
Problem Statement
The Challenges
Managers ofter find it difficult to evaluate their teams effectively.
Coaching their team manually, by adding comments is time-consuming and inconsistent process.
No Standardisation
There is no standardised yet flexible process to evaluate team members.
This makes it harder to identify coaching opportunities, leaving team members without clear guidance for improvement.
Solution
Coaching with Scorecards
Avoma Scorecards standardise evaluations enabling actionable coaching.
AI scoring ensures consistency, while Manual scoring allows personalised feedback.
Empowering with Dashboards
Dashboards offer a clear view of performance trends.
Dashboards also provids granular insights for teams in multiple ways.
Dashboard helps identify strengths, pinpoint gaps, and drive focused coaching for continuous improvement
Design Process
Understanding & Research
Worked closely with Stakeholders to define scorecard objectives.
Listened to customer conversations to understand their problems
Ideate & Design
Concept Ideation —> Paper wireframes —> Information Architecture —> User flows —> Concept finalisation —> High-Fidelity designs —> Visual elements
Feedback and Iteration
Feedback iterations, User testing, alignment with workflows.
Ensured solutions addressed real-world challenges.
Collaboration
with product managers, engineers, data scientists, sales teams, etc.
QA
Design QA —> ensuring smooth implementation.
Roles & Timeline
Roles
UX & Product Designer
Timeline
Phase 1: Initial Research
2 weeks
Phase 2: Manual scorecards configuration & scoring conversations
2 weeks
Phase 3: AI Scorecards configuration & Auto-scoring rule engine
2 weeks
Phase 4: Scorecards dashboards
4 weeks
Tools
Figma | Miro | Notion
Design Process
Understanding & Research
Worked closely with Stakeholders to define scorecard objectives.
Listened to customer conversations to understand their problems
Ideate & Design
Concept Ideation —> Paper wireframes —> Information Architecture —> User flows —> Concept finalisation —> High-Fidelity designs —> Visual elements
Feedback and Iteration
Feedback iterations, User testing, alignment with workflows.
Ensured solutions addressed real-world challenges.
Collaboration
with product managers, engineers, data scientists, sales teams, etc.
QA
Design QA —> ensuring smooth implementation.
Roles & Timeline
Roles
UX & Product Designer
Timeline
Phase 1: Initial Research
2 weeks
Phase 2: Manual scorecards configuration & scoring conversations
4 weeks
Phase 3: AI Scorecards configuration & Auto-scoring rule engine
4 weeks
Phase 4: Scorecards dashboards
8 weeks
4 weeks
Tools
Figma | Miro | Notion
"AI operating system for Revenue Teams"
Manager-driven manual scorecards
Strong conversation analytics, but limited automated evaluation
Coaching depends heavily on manager time and interpretation
Manual and customizable scorecards
Some AI conversation insights, but scoring remains largely manual
Evaluation consistency varies across managers
"The all‑in‑one AI platform for go‑to‑market teams"
AI-driven auto-scoring based on predefined coaching criteria
Consistent and objective evaluations across all calls
Instant coaching insights for reps after every conversation
Performance tracking over time for both reps and managers
Reduce manual effort and scale coaching across teams
"While Gong and Zoominfo rely primarily on manager-led evaluations, Avoma focuses on scalable, AI-driven coaching that delivers consistent, real-time performance insights."
Competitive Insights
"AI operating system for Revenue Teams"
Manager-driven manual scorecards
Strong conversation analytics, but limited automated evaluation
Coaching depends heavily on manager time and interpretation
Manual and customizable scorecards
Some AI conversation insights, but scoring remains largely manual
Evaluation consistency varies across managers
"The all‑in‑one AI platform for go‑to‑market teams"
AI-driven auto-scoring based on predefined coaching criteria
Consistent and objective evaluations across all calls
Instant coaching insights for reps after every conversation
Performance tracking over time for both reps and managers
Reduce manual effort and scale coaching across teams
"While Gong and Zoominfo rely primarily on manager-led evaluations, Avoma focuses on scalable, AI-driven coaching that delivers consistent, real-time performance insights."
Competitive Insights
After analyzing 5.2 million meetings, we found out that — less than 1% of the sales calls are reviewed, despite having the right tools in place.
Data insights
Data insights
Users & their goals
The primary users of scorecards are managers & employees
Anyone who is Team Leader:
(Sales, Customer success, HR/ Operations Managers)
Evaluate team performance, provide feedback & insights.
Ensure members align with best practices and goals.
Identify areas for training and development.
Anyone who is Employee
Get coached & get direction to align with best practices
Learn from peers or managers
Sarah
Sales Manager
15y in sales and coaching teams
Master’s in Business Administration
Goals
Ensure team follows sales methodology and meets targets.
Provide timely, data-driven coaching to improve rep performance.
Track team performance trends and identify skill gaps.
Maintain consistent evaluation and coaching across the team
Challenges
Spending excessive time manually reviewing calls.
Inconsistent or subjective performance evaluation.
Limited visibility into individual and team improvement over time.
Difficulty scaling coaching across a growing team.
John
Sales Representative
6y in sales
Bachelor’s in Business Administration
Goals
Get clear, AI-driven feedback to improve call performance.
Understand what works (top behaviors, talk patterns).
Track personal performance trends and progress over time.
Increase conversions and consistently achieve sales targets.
Challenges
Lack of timely, actionable coaching after calls.
Unclear reasons for lost deals or poor outcomes.
Time-consuming manual review of long call recordings.
Inconsistent or subjective feedback from managers.
User Persona
Sarah
Sales Manager
15y in sales and coaching teams
Master’s in Business Administration
Goals
Ensure team follows sales methodology and meets targets.
Provide timely, data-driven coaching to improve rep performance.
Track team performance trends and identify skill gaps.
Maintain consistent evaluation and coaching across the team
Challenges
Spending excessive time manually reviewing calls.
Inconsistent or subjective performance evaluation.
Limited visibility into individual and team improvement over time.
Difficulty scaling coaching across a growing team.
John
Sales Representative
6y in sales
Bachelor’s in Business Administration
Goals
Get clear, AI-driven feedback to improve call performance.
Understand what works (top behaviors, talk patterns, winning techniques).
Track personal performance trends and progress over time.
Increase conversions and consistently achieve sales targets.
Challenges
Lack of timely, actionable coaching after calls.
Unclear reasons for lost deals or poor outcomes.
Time-consuming manual review of long call recordings.
Inconsistent or subjective feedback from managers.
User Persona
Core Concept & Solution visualisation
Core Concept & Solution visualisation
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Scorecards
Concepts
Scorecards concepts
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Information Architecture
Information Architecture
Avoma Scorecards & Dashboards
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User Flows
Manager
Member
AI
User Flows
Avoma Scorecards & Dashboards
Manager
Member
AI
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Watch my intro + this case-study
Wireframes
Wireframes
Avoma Scorecards & Dashboards
Made in Balsamiq
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Watch my intro + this case-study
Scorecard
Creation
Scorecard Creation
Avoma Scorecards & Dashboards
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Scorecard in Conversation
Scorecard in Conversation
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Dashboard
"Overview"
Dashboard
"Overview"
Avoma Scorecards & Dashboards
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Dashboard
"Members Performance"
Dashboard
"Members Performance"
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Dashboard
"Scorecards Performance"
Dashboard
"Scorecards Performance"
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Customer
Feedback
Customer Feedback
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Achievements
Avoma Scorecards & Dashboards
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100%
Coverage
AI scorecards replacing manual coaching reviews
+28%
Win Rates
Through dynamic, data-driven coaching programs
32%
Forecast Accuracy
AI-driven product foundations across 3 startups
60%
Reporting Time Reduced
Key Observations
Avoma Scorecards & Dashboards
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Watch my intro + this case-study
Key
Observations
Key Observations
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Relevant
Links
Thank You!
Relevant Links
Thank You!
Relevant Case-study
Avoma AI Coaching Assistant
© Feb 2026 Aishwarya Chandan
© Feb 2026 Aishwarya Chandan
© Feb 2026 Aishwarya Chandan
Scaling Sales Performance with 100% Call Coverage
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
What is Avoma?
Avoma Scorecards & Dashboards
Workflows before Avoma Scorecards
—> Manual feedback with the help of comments feature.
Watch Product Video
Watch my intro + this case-study
Problem Statement
The Challenges
Managers ofter find it difficult to evaluate their teams effectively.
Coaching their team manually, by adding comments is time-consuming and inconsistent process.
No Standardisation
There is no standardised yet flexible process to evaluate team members.
This makes it harder to identify coaching opportunities, leaving team members without clear guidance for improvement.
Solution
Coaching with Scorecards
Avoma Scorecards standardise evaluations enabling actionable coaching.
AI scoring ensures consistency, while Manual scoring allows personalised feedback.
Empowering with Dashboards
Dashboards offer a clear view of performance trends.
Dashboards also provids granular insights for teams in multiple ways.
Dashboard helps identify strengths, pinpoint gaps, and drive focused coaching for continuous improvement
Design Process
Understanding & Research
Worked closely with Stakeholders to define scorecard objectives.
Listened to customer conversations to understand their problems
Ideate & Design
Concept Ideation —> Paper wireframes —> Information Architecture —> User flows —> Concept finalisation —> High-Fidelity designs —> Visual elements
Feedback and Iteration
Feedback iterations, User testing, alignment with workflows.
Ensured solutions addressed real-world challenges.
Collaboration
with product managers, engineers, data scientists, sales teams, etc.
QA
Design QA —> ensuring smooth implementation.
Roles & Timeline
Roles
UX & Product Designer
Timeline
Phase 1: Initial Research
2 weeks
Phase 2: Manual scorecards configuration & scoring conversations
4 weeks
Phase 3: AI Scorecards configuration & Auto-scoring rule engine
4 weeks
Phase 4: Scorecards dashboards
8 weeks
4 weeks
Tools
Figma | Miro | Notion
"AI operating system for Revenue Teams"
Manager-driven manual scorecards
Strong conversation analytics, but limited automated evaluation
Coaching depends heavily on manager time and interpretation
Manual and customizable scorecards
Some AI conversation insights, but scoring remains largely manual
Evaluation consistency varies across managers
"The all‑in‑one AI platform for go‑to‑market teams"
AI-driven auto-scoring based on predefined coaching criteria
Consistent and objective evaluations across all calls
Instant coaching insights for reps after every conversation
Performance tracking over time for both reps and managers
Reduce manual effort and scale coaching across teams
"While Gong and Zoominfo rely primarily on manager-led evaluations, Avoma focuses on scalable, AI-driven coaching that delivers consistent, real-time performance insights."
Competitive Insights
"AI operating system for Revenue Teams"
Manager-driven manual scorecards
Strong conversation analytics, but limited automated evaluation
Coaching depends heavily on manager time and interpretation
Manual and customizable scorecards
Some AI conversation insights, but scoring remains largely manual
Evaluation consistency varies across managers
"The all‑in‑one AI platform for go‑to‑market teams"
AI-driven auto-scoring based on predefined coaching criteria
Consistent and objective evaluations across all calls
Instant coaching insights for reps after every conversation
Performance tracking over time for both reps and managers
Reduce manual effort and scale coaching across teams
"While Gong and Zoominfo rely primarily on manager-led evaluations, Avoma focuses on scalable, AI-driven coaching that delivers consistent, real-time performance insights."
Competitive Insights
Data insights
Users & their goals
The primary users of scorecards are managers & employees
Anyone who is Team Leader:
(Sales, Customer success, HR/ Operations Managers)
Evaluate team performance, provide feedback & insights.
Ensure members align with best practices and goals.
Identify areas for training and development.
Anyone who is Employee
Get coached & get direction to align with best practices
Learn from peers or managers
Sarah
Sales Manager
15y in sales and coaching teams
Master’s in Business Administration
Goals
Ensure team follows sales methodology and meets targets.
Provide timely, data-driven coaching to improve rep performance.
Track team performance trends and identify skill gaps.
Maintain consistent evaluation and coaching across the team
Challenges
Spending excessive time manually reviewing calls.
Inconsistent or subjective performance evaluation.
Limited visibility into individual and team improvement over time.
Difficulty scaling coaching across a growing team.
John
Sales Representative
6y in sales
Bachelor’s in Business Administration
Goals
Get clear, AI-driven feedback to improve call performance.
Understand what works (top behaviors, talk patterns, winning techniques).
Track personal performance trends and progress over time.
Increase conversions and consistently achieve sales targets.
Challenges
Lack of timely, actionable coaching after calls.
Unclear reasons for lost deals or poor outcomes.
Time-consuming manual review of long call recordings.
Inconsistent or subjective feedback from managers.
User Persona
Sarah
Sales Manager
15y in sales and coaching teams
Master’s in Business Administration
Goals
Ensure team follows sales methodology and meets targets.
Provide timely, data-driven coaching to improve rep performance.
Track team performance trends and identify skill gaps.
Maintain consistent evaluation and coaching across the team
Challenges
Spending excessive time manually reviewing calls.
Inconsistent or subjective performance evaluation.
Limited visibility into individual and team improvement over time.
Difficulty scaling coaching across a growing team.
John
Sales Representative
6y in sales
Bachelor’s in Business Administration
Goals
Get clear, AI-driven feedback to improve call performance.
Understand what works (top behaviors, talk patterns, winning techniques).
Track personal performance trends and progress over time.
Increase conversions and consistently achieve sales targets.
Challenges
Lack of timely, actionable coaching after calls.
Unclear reasons for lost deals or poor outcomes.
Time-consuming manual review of long call recordings.
Inconsistent or subjective feedback from managers.
User Persona
Core Concept & Solution visualisation
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Scorecards concepts
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Information Architecture
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
User Flows
Avoma Scorecards & Dashboards
Manager
Member
AI
Watch Product Video
Watch my intro + this case-study
Wireframes
Avoma Scorecards & Dashboards
Made in Balsamiq
Watch Product Video
Watch my intro + this case-study
Scorecard Creation
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Scorecard in Conversation
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Dashboard
"Overview"
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Dashboard
"Members Performance"
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Dashboard
"Scorecards Performance"
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Customer Feedback
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Key Observations
Avoma Scorecards & Dashboards
Watch Product Video
Watch my intro + this case-study
Relevant Links
Thank You!
Relevant Links
Thank You!