Manage your scorecards

Who can use this: Business admin

Available on: Enable Essentials, Enable

Ideal for: Enablement, RevOps, coaching leaders

Required permissions: Manage Scorecards and Trainings

Keep published scorecards accurate and relevant by updating the configuration and republishing when criteria change. You can also duplicate a scorecard for related programs, unpublish a scorecard without deleting its data, delete one that has never been used, or export results for further analysis.

Edit and republish a scorecard

Changes to a published scorecard aren't live until you click Publish. Publishing updates the scorecard for future scoring but doesn't change scorecard results that were already generated.

To edit and republish a scorecard:

1. From the left sidebar, click Assets, and select Scorecards.

2. Hover over the scorecard row and click More actions, then select Edit.

3. Make your changes.

4. Click Save, then click Publish.

Duplicate a scorecard

Duplicating creates a copy of the scorecard definition with the same questions and settings. The copy starts in draft state, so you must review, name, and publish it before it is available for scoring.

To duplicate a scorecard:

1. From the left sidebar, click Assets, and select Scorecards.

2. Hover over the scorecard row and click More actions, then select Duplicate.

3. Open the duplicate, rename it, review the questions and settings, and publish when ready.

Unpublish a scorecard

Unpublishing removes a scorecard from active use without deleting it or its data. Use this when a scorecard should no longer be available for scoring but you want to keep the historical data.

To unpublish a scorecard:

1. From the left sidebar, click Assets, and select Scorecards.

2. Open the scorecard and click Unpublish in the top bar.

Delete an unused scorecard

Deleting a scorecard permanently removes it. You can delete a scorecard only if it has never been used, so unpublish a scorecard that has been used instead.

To delete an unused scorecard:

1. From the left sidebar, click Assets, and select Scorecards.

2. Hover over the scorecard row and click More actions, then select Delete.

3. Confirm the deletion.

Export scorecard results

Export a detailed CSV of all completed scorecard results for a specific scorecard. The export includes one row per completed result with columns for the call, scored team member, scorer, date, visibility, individual question answers, and additional feedback.

To export scorecard results:

1. From the left sidebar, click Assets, and select Scorecards.

2. Open the scorecard and click More actions in the top bar, then select Export to CSV.

Note:

Private scorecard results are included in CSV exports, even though they may not be visible to everyone in Gong. The export identifies whether each scorecard is public or private. Results from private (Scorer) scorecards are also included in the API, and you can use the API to export scorecard result stats from Gong.

Frequently asked questions