--- title: "Create a scorecard" slug: "create-a-scorecard" updated: 2026-11-03T15:19:40Z published: 2026-11-03T15:19:40Z canonical: "help.gong.io/create-a-scorecard" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Create a scorecard > **Who can use this**: Business admin > > **Available on**: Enable Essentials, Enable > > **Ideal for**: Enablement, RevOps, coaching leaders > > **Required permissions:** **Manage Scorecards and Trainings** A scorecard gives you a structured way to evaluate calls and coach your team consistently. Choose how to build yours: Gong AI drafts questions from your description, a template gives you a ready-made structure to customize, or start from scratch for full control. ## Step 1: Start a new scorecard Open the scorecard creation window and choose your starting point. The path you choose determines what's already in the editor when you reach Step 2. **To start a new scorecard:** 1. From the left sidebar, click **Assets**, and select **Scorecards**. 2. Click **+ New scorecard** in the top-right corner. 3. Choose how to start your scorecard: - **Build with AI:** AI Builder creates a scorecard from your description. You land in the editor with questions already added and automatic review turned on. 1. Click **Start building** on the Build with AI card. 2. In the **Create a scorecard with AI** screen, describe what you want to evaluate and who it's for. 3. (Optional) Click **Add sources** to help the AI generate more relevant questions based on your actual conversations: > [!NOTE] > Note: > > AI Builder doesn't use private calls or calls you can't access. - **Calls:** Select specific calls from your library. Use this when you want the AI to draw from particular examples. - **Folders and streams:** Select a curated collection of calls. Use this when you want the AI to draw from a broader set. 4. Click the send button. Gong AI generates a draft scorecard and shows a preview on the right. 5. Review the preview. Type in the **Ask a follow-up** field to refine any part of the scorecard. 6. When you’re satisfied with the questions, click **+ Create Scorecard**. - **Use a template:** Templates are Gong-provided scorecards for common conversation types. Selecting one opens the editor with questions already in place. > [!NOTE] > Note: > > Templates have **Automatic review** turned on by default. To use a template for manual scoring, turn off **Automatic review** before you publish the scorecard. A tech admin must first enable automatic review for your company. 1. Browse the template cards. Click **Preview** to review a template's questions before selecting. 2. Click **Use this template** on the template you want. - **Start from scratch:** Starting from scratch opens an empty scorecard editor, where you build every question and setting yourself. 1. Click **Start from scratch** in the top-right corner of the window. 2. Enter a name in the **Scorecard name** field. This is required before you can save. 3. (Optional) Enter a description to explain the scorecard's purpose. ## Step 2: Configure settings Set the scope and access rules for the scorecard before building your questions. All settings are under **Settings** in the left panel. **To configure settings:** 1. In the left panel, click **Settings**. 2. (Optional) Under **Filters**, click **+ Add filter** and add conditions to limit which calls the scorecard appears on. A call must match all filter conditions. If you don't add any filters, the scorecard is available on all calls. 3. Under **Visibility on call page**, choose who can see submitted results: - **Everyone at [company name]:** Results are visible to all team members who can access the call. - **Team member scored and their managers:** Results are visible to the scored person and anyone above them in their management hierarchy. - **Manager:** Results are visible to the scored person's manager and above, but not to the scored person. - **Scorer:** Results are visible only to the person who submitted them. For automatic review, this means results won't be visible to anyone on the call page. 4. (Optional) Under **Notifications**, select **Send notifications to people who are scored** to alert them when a result is submitted. 5. (Optional) Turn on **Automatic review** to have Gong AI score matching calls without manual review. If you used Build with AI or a template, this is already on. To turn on **Automatic review**, all questions must use **Get answer from AI** and the overall score must be set to **Calculated score**. Configure both in Step 3. For full guidance on filters, see [Define call filters for a scorecard](/v1/docs/define-call-filters-for-a-scorecard). Visibility options are covered in [Control scorecard visibility](/v1/docs/control-scorecard-visibility). For automatic review setup including applying to past calls, see [Set up a scorecard with automatic review](/v1/docs/set-up-a-scorecard-with-automatic-review). ## Step 3: Add or edit questions All three paths land in the same scorecard editor. If you used Build with AI or a template, questions are already added. Review each one and make changes. If you started from scratch, build your question set from the beginning. **To add or edit questions:** 1. To add a new question, click **+ Add question** in the left panel. To edit an existing question, click it in the question list. 2. Enter or update the question text. 3. Select or confirm the question type: - **Range:** A numeric score on a scale you define. Can be weighted in a calculated overall score. - **Yes/No:** A binary answer. Can be weighted in a calculated overall score. - **Single-select:** Choose one option from a list you define. Cannot be weighted. - **Multi-select:** Choose one or more options from a list you define. Cannot be weighted. - **Open-ended:** A free-text response. Cannot be weighted. 4. (Optional) Under **AI question**, choose or confirm how Gong AI assists with this question: - **Get answer from AI:** Gong AI analyzes the transcript and suggests an answer the reviewer can keep or change. Required for automatic review scorecards. - **Find answer with an AI tracker:** Gong AI finds relevant transcript snippets to help the reviewer answer manually. Does not generate an automatic answer. 5. (Optional) Click **Scoring guide** and enter instructions to help reviewers calibrate their answers consistently. 6. Repeat for each question you want to include. 7. (Optional) To add a summary score for the whole scorecard, click **Overall score** in the left panel. Choose **Manually scored** if the reviewer enters the score directly, or **Calculated score** if Gong calculates it from weighted question answers. For full guidance on question types, AI instructions, scoring calibration, and overall score configuration, see [Configure scorecard questions](/v1/docs/configure-scorecard-questions). ### Add a learning resource A learning resource gives scored team members recommended coaching or training content. The resource can be an AI Trainer training, a Gong call, or an external page. The resource appears in the scorecard notification email and on the call page. **To add a learning resource:** 1. In the **Learning resources** section, turn on **Include resources**. 2. Under **Set score threshold**, choose whether to show the resource for all scores or only when a score is at or below a value you set. 3. Under **Resources**, select one of the following: - **Add AI Trainer:** Select a training. - **Add link:** Enter the URL of a Gong call or external page. 4. (Optional) Under **Provide context**, enter a message that explains why you recommend the resource and how it can help improve performance. 5. Click **Save**. ## Step 4: Publish Saving a scorecard stores your changes but does not make it available for scoring. Publish the scorecard to make it live. **To publish the scorecard:** 1. Click **Save**. 2. Click **Publish**. The scorecard is now available for manual review on calls that match your filters. If automatic review is turned on, Gong AI begins scoring matching calls. > [!NOTE] > Note: > > If you edit a published scorecard, you must click **Save** and then **Publish** again before your changes take effect. Previously generated results are not updated automatically. ## Frequently asked questions ****Can I change a manual scorecard to automatic review after publishing it?**** Yes. You can change a published manual scorecard to automatic review. **To change a manual scorecard to automatic review:** 1. Edit the scorecard. 2. Turn on **Automatic review**. 3. Set all questions to **Get answer from AI**. 4. If the scorecard includes an overall score, set it to **Calculated score**. 5. Click **Save**, then **Publish**. The scorecard will automatically review matching calls and won't be available for manual review. See [Set up a scorecard with automatic review](/v1/docs/set-up-a-scorecard-with-automatic-review) for full steps. ****Can I build a scorecard in another language?**** Yes. AI Builder can build a scorecard in a non-English language. Write your request in that language, or say which language you want. If you don't select a folder or stream, AI Builder searches only English calls for context. To use non-English calls as context, select a folder or stream that contains calls in that language. The source call languages follow Gong's supported call languages. A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin). Gong’s comprehensive sales enablement package designed to help team members coach with impact and optimize team performance. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). Gong Enable scales winning revenue behaviors through AI coaching and targeted enablement. It accelerates ramp, boosts performance, and ties enablement initiatives to real business outcomes. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards. ## Related - [FAQs: Manual scorecards](/scorecard-faqs.md) - [All about scorecards](/all-about-scorecards.md) - [Gong AI for scoring](/gong-ai-for-scoring.md) - [FAQs: Automatic review scorecards](/faqs-automatic-review-scorecards.md)