Define call filters for 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

Set call filters to control which calls a scorecard is available for. For manual review, filters determine when the scorecard appears on a call. For automatic review, they determine which calls Gong AI scores.

Add filters

Add filters when a scorecard should apply only to certain calls, such as calls with a specific account or calls where a tracker fired, and edit them when that set of calls changes.

To add or edit filters:

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

2. Select an existing scorecard, or click + New scorecard to create one.

3. In the left panel, click Settings.

4. Under Filters, click + Add filter to open the Filter editor.

5. In the Filter editor, set your conditions. Available filter fields include:

   • Participants: Filter by who was on the call.

     • Hosted: Calls where the team member was the meeting host.

     • Attended: The team member joined the call.

     • Invited: Calls where the team member received a calendar invitation, whether or not they joined.

   • Account name: Filter to calls associated with specific accounts.

   • Words or phrases: Filter to calls where specific words or phrases were spoken.

   • Trackers: Filter to calls where a specific Gong tracker fired.

   • Call title or email subject: Filter by words in the call or meeting title.

6. Click Save. The active filter conditions appear as a chip in the Filters section. Click Edit filters to change them or Clear all to remove them.

7. If the scorecard is published, click Publish again to make the updated filters live.

Frequently asked questions