This feature is currently available for users on a Scale plan. Reach out to the Jump team via the Help chat to upgrade!
Scorecards can help you to identify coaching opportunities or help you spot trends across your entire organization that you haven’t been able to quantify yet. It’s like taking a ride along into every meeting across your organization.
Jump will review your meetings and give them a grade based on the criteria that you provide. You can start with one of Jump’s out of the box templates or build your own from scratch.
Where to find Scorecards
Scorecards are located in the bottom left corner of Jump inside the Insights tab.
Creating a Scorecard
Create a new scorecard by clicking on the Create new Scorecard button on the top right of the Insights page.
Here is where you build out your scorecard. Give your scorecard a name and then add the scores you want Jump to grade on by clicking the + Add Score button.
Scorecard Criteria
Each score can have as many criteria as you would like. Best practice is to describe what a high score would look like for your score. For example, if the “Score” was for emotional intelligence (EQ) skills, some example criteria might be
The advisor thoughtfully listened to the client and addressed their concerns.
The advisor didn’t dominate the meeting and spoke less than the client.
The advisor asked how the client was doing before immediately getting started with an agenda.
The more descriptive you are with the criteria, the better Jump will be at giving it a standard score.
Define the meeting category that the scorecard applies to. This meeting category connects your scorecards to the different meeting categories that you have in your Jump automations.
You can decide whether you want the scorecard to be pass/fail, show a cumulative sum, or show a cumulative average across all your scores and criteria.
You can make scorecards visible to the meeting owner and/or account owners on your account.
When finished building your scorecard, click the green Confirm button, and your scorecard will be saved on the account. It will be applied to all meetings within the given meeting categories you assigned the scorecard to.
The scorecard will show on the right hand side of the meeting after it has been processed, and details can be found by clicking on the Show details button.
Who can create and use Scorecards?
Scorecards are available on the Scale plan. Only account owners can create scorecards.