---
title: "Rep scorecard dashboard recipe"
slug: "rep-scorecard-dashboard-recipe"
updated: 2026-01-07T14:41:59Z
published: 2026-01-07T14:41:59Z
canonical: "help.gong.io/rep-scorecard-dashboard-recipe"
---

> ## 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.

# Rep scorecard dashboard recipe

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:**Revenue > Dashboards > + New dashboard

> [!NOTE]
> **Note:**
> 
> The service known as “Revenue analytics” is now called “Dashboards.” Dashboard assets, like metrics and targets, are now configured in the Admin center under “Data studio.”

Scorecard dashboards showcase the performance of individual sales representatives and sales teams against their targets.

## Who’s it for

Reps will reference the dashboard to review their personal progress, while managers will monitor each rep's progress against the team.

## What they’ll get

A clear view of personal and team achievements and areas for improvement, reviewed periodically during 1:1 weekly meetings.

## What you need

To build this dashboard, you’ll need the following:

- [Preset metrics](/v1/docs/customize-your-preset-metrics):
  - Bookings ($)
  - Open pipeline ($)
  - Pipeline created ($)
  - Win rate ($)
  - Win rate (#)
- [Custom metrics](/v1/docs/build-your-own-metrics):
  - Coverage (#)
  - Gap to target ($)
  - ASP ($)
- Targets
  - Bookings

## How to build it

> [!NOTE]
> **Note:**
> 
> This procedure requires [permission](/v1/docs/revenue-analytics-permissions) to manage revenue analytics

**To build the dashboard:**

1. Build 6 [KPI widgets](/v1/docs/kpi-widget):
  1. **Booking attainment:**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(462).png)
    1. Base the widget on a single metric - **Bookings ($)**, measured against its target - **Bookings**.
    2. Set the date (close date) and team member (owner) to be taken from the dashboard.
    3. Filter deals by record type**- New business**or **Upsell**.
  2. **Coverage**:

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(463).png)
    1. Base the widget on side-by-side metrics: **Coverage (#)** and **Open Pipeline ($)**.
    2. Set the date and team member to be taken from the dashboard.
    3. Filter deals by record type**-** **New business.**
  3. **Gap to target:**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(465).png)
    1. Base the widget on a single formula metric - **Gap to target ($)**.
    2. Set the date and team member to be taken from the dashboard.
    3. Filter deals by record type**-** **New business**or **Upsell**.
  4. **Pipeline created**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(466).png)
    1. Base the widget on side-by-side metrics: **Pipeline created ($)** and **Pipeline created - AE ($)**.
    2. Set the date (close date) and team member (owner) to be taken from the dashboard.
  5. **Win rate**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(467).png)
    1. Based the widget on side-by-side metrics: **Win rate ($)** and **Win rate (#)**.
    2. Set the date and team member to be taken from the dashboard.
  6. **ASP:**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(468).png)
    1. Base the widget on a single metric - ASP ($).
    2. Set the date (close date) and team member (owner) to be taken from the dashboard.
2. Build 5 [custom charts](/v1/docs/custom-chart):
  1. **Booking performance over time:**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(455).png)
    1. Base the widget on **Booking ($)**.
    2. Filter deals by period - last 4 fiscal Qs and the current fiscal Q, and by record type - **New business**or **Upsell**.
    3. Break down the data by created date (fiscal quarters).
  2. **Pipeline created performance over time:**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(456).png)
    1. Base the widget on **Pipeline created - AE ($)**.
    2. Filter deals by period - last 4 fiscal Qs and the current fiscal Q, and by record type - **New business**or **Upsell**.
    3. Break down the data by **Created date** (fiscal Qs) and by **Deal status.**
  3. **Win rate performance over time**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(457).png)
    1. Base the widget on **Win rate ($)**.
    2. Filter deals by period - last 4 fiscal Qs and the current fiscal Q, and by record type - **New business**or **Upsell**.
    3. Break down the data by **Created date** (fiscal Qs)**.**
  4. **Average sales price performance over time**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(458).png)
    1. Base the widget on **ASP ($)**.
    2. Filter deals by period - last 4 fiscal Qs and the current fiscal Q.
    3. Break down the data by **Created date** (fiscal quarters).
  5. **Lost deals by reason**

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(460).png)

1. Base the widget on **Total lost ($)**.
2. Set the **Date (close date)** and **Team member** **(Owner)**to be taken from the dashboard.
3. Break down the data by**Loss reason**.

| ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1723022223315.png) Visit our [Academy](https://academy.gong.io/courses/explore-gongs-revenue-analytics) and find out how to utilize your dashboards to boost efficiencies and refine revenue operations |
| --- |

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 full Forecast package for next-level forecasting and revenue optimization. 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.