---
title: "Rep scorecard dashboard recipe"
slug: "rep-scorecard-dashboard-recipe"
updated: 2026-06-15T14:35:54Z
published: 2026-06-15T14:35:54Z
canonical: "help.gong.io/rep-scorecard-dashboard-recipe"
stale: true
---

> ## 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

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.