Sales Process Scorecard
Score your sales process on pipeline stages, qualification, forecasting and deal management, and get next steps for the weakest part.
- Free
- No sign-up to try
- Works as you type
Answer for how your team sells today: the stages deals go through, how you qualify them and how you forecast.
0 of 12 answered
Answer the questions to see your score by area as you go.
Answer at least 10 of 12 questions to save your results as a Room.
How it works
How the Sales Process Scorecard works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
12 questions across 4 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Pipeline stages
- Are your sales stages written down?
- Do sellers use the stages the same way?
- Do you know your conversion rates between stages?
Qualification
- How do you decide whether a lead is worth pursuing?
- Is your ideal customer written down?
- What happens to deals that no longer fit?
Forecasting
- How is the sales forecast made?
- How close has your forecast been to what actually closed?
- Are close dates and deal values kept up to date?
Management and tools
- How are deals reviewed?
- How do new sellers learn the process?
- Is the CRM the single record of deals?
Results bands: Early (0+), Developing (40+), Established (70+), Leading (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Sales managers
Find out why the forecast keeps missing.
Founders
Check whether founder-led sales can be handed to a team.
Revenue operations
Prioritise process fixes before adding tools.
Good to know
What to consider
- Score how the team actually sells, not how the playbook says it should.
- It doesn't benchmark against other companies; use it to track your own progress.
Questions
About the Sales Process Scorecard
Should each seller take it?
It works well that way: have each seller and the manager answer separately and compare. Big differences usually point at the stages or rules that aren't shared.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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Related tools
- Sales Playbook ChecklistMake a checklist for building a sales playbook: ideal customer, sales stages, talk tracks, objections and a rollout plan, each with an owner.
- Pipeline Coverage CalculatorCheck whether your open pipeline covers the quota still to close: coverage ratio, pipeline needed at your win rate, and the gap.
- Win Rate CalculatorWork out your sales win rate from deals won and lost, then the deals and opportunities you need to hit a revenue target.