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Scorecard Templates

A scorecard is a qualification framework — a set of attributes that define what “qualified” means for your organisation (BANT, MEDDIC, or a custom framework you design). Templates let you define those attributes once and apply them consistently across every event. Scorecards are judged entirely by Rev, BoothRev’s AI. Reps never fill one in.

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Why scorecards matter

Without a scorecard, qualification is judged only by Rev’s general priority and ICP-fit signals. A scorecard gives Rev a structured, org-specific rubric — the same qualification criteria applied consistently across every rep and every event, with no manual data entry required at the booth.

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What goes in a scorecard

Each attribute has three parts:
  • Key — a short internal identifier
  • Label — the display name (e.g. “Budget confirmed”, “Decision timeline”)
  • Description — the actual judging criterion. This is what Rev reads to decide whether the attribute is met.
There are no field types, options, or rep-fillable inputs — a scorecard attribute is a description Rev evaluates against a lead’s notes, voice transcripts, and OCR captures. Every attribute’s key must be non-empty and unique within a template.

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How Rev assesses a scorecard

When a confirmed lead is analyzed, Rev reads the attribute descriptions alongside the lead’s full note and transcript history and judges each attribute as Met, Partial, or Not Met, along with a one-sentence evidence quote pulled from the actual conversation. An attribute with no relevant evidence is left as “Not yet assessed” rather than guessed. Rev also computes an overall scorecard score (0–100) from the merged attribute statuses — this is the number that drives the “qualified” (SQL) definition on the event dashboard when a scorecard is applied. This is entirely automatic and read-only. There’s no rep UI to fill in or override a scorecard value, on web or mobile.

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Creating a scorecard template

  1. Go to Scorecard Templates in the left sidebar.
  2. Click + New Template.
  3. Give the template a name (e.g., “Standard B2B Qualification” or “Enterprise Events Q3”).
  4. Add attributes one by one — key, label, and description for each.
  5. Save the template.
Every tenant is seeded with two default frameworks out of the box: BANT and MEDDIC. You can use either as-is or build a custom template. The template is now available for any event owner to apply to their event.

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Applying a template to an event

Event owners choose a template in Event Settings → Scorecard when setting up their event. Applying a template copies its attribute schema onto the event as a snapshot at that moment — later changes to the source template never retroactively affect an event that already applied it. If an event owner hasn’t applied a scorecard, the event still runs normally, but leads won’t get scorecard-based qualification — the dashboard falls back to priority-based qualification for that event instead.

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Updating a template

Templates are immutable once created. There is no edit or delete option — this keeps historical scorecard data comparable across events that used the same framework. If your qualification criteria need to change, use Duplicate to edit from the Scorecard Templates page: this creates a new, independent copy you can modify and apply to future events. Events already using the original template are unaffected.