ClosePlan Deal Scorecards create a common language across your team with deal qualification scorecards that adapt to any sales methodology. Sales can now qualify opportunities in a simple and intuitive way.

Deal Scorecards give sales leaders quick visibility into opportunity health, so that conversations and forecasts are aligned, and surprises are eliminated.

  • Supports any qualification method - MEDDIC, BANT, Triangle Selling, Value Prime, etc.
  • Multiple Deal Scorecards can be deployed for different business lines, sales regions, and industries
  • Collaborative team scoring
  • Fully customize the weight of any scoring question.
  • Quickly identify your blind spots with timeline and radar chart views.

Accessing Your Scorecard

You can access your Scorecard in three different ways, based on your configuration. See the general accessibility description here.

Note: A ClosePlan must be created in order to see the Scorecard. If you have not created a ClosePlan, follow our description here.

Layout & Navigation

The following describes the relevant components and related navigation. Detailed descriptions of functions are described below.

Unanswered Layout:

Answered Layout:

  1. Score Summary Bar - Indicates the score as defined in the Scorecard Template.
  2. View Dashboard - Brings you to the Dashboard when clicked.
  3. Toggle Full-Screen mode - Shows the page in full screen when clicked.
  4. Collapse / Expand All - Collapses or expands all categories.
  5. Toggle notes edit mode - Expands notes section to add/edit or delete notes directly from the layout. 
  6. Unanswered - Indicates the question is not answered. To answer the question click on the question. 
  7. Selected Answer - Selected answer for opportunity field question. This answer propagate selected data from the opportunity.  - DEP - clarify this
  8. Category Header - Name of individual section
  9. Added Action - Indicates added action/s for the question needing completion.
  10. Notes - Indicates that a note has been added to the question.
  11. Selected Yes/No Question with Multi-Select answers - Indicates Yes answers and related score. The Color is set in template. 
  12. Selected Answer Question with Single-Select answer - Indicates selected answer for the question with the related score. 

     Note: If only selected answer is showed in the layout and you can not see another answers, its because of setting in ClosePlan Admin environment for Scorecard section. - DEP - Is this necessary?

Working with Questions

The Scorecard consists of individual questions that may contain additional information. These are presented in Question Mode.

There are different types of questions that have a predefined score based on the selected answer.

Question Mode window

The Question Mode window is used to answer the questions and contains the following sections:

Question Types

Every scorecard is based on a defined template, consisting of various question types. The following question types are available:

Each Question Type provides a different behavior as described below:

Text Answer

Text Answer Questions are used when only a text answer is required. Answers are posted as plain text. Text Answer Questions are scored with a predefined score value if the answer is provided. If no answer is provided the value is 0 points.



Unlike other types of questions where the answer score is predefined, Score Questions are based on your subjective decisions under min/max limit. 


Selected Answers

Selected Answer questions have predefined answers. The answers are scored and added to the overall score.

Selected Answer questions work in one of two modes:

Single select

Multi select


Yes-No questions are designed to provide simple Yes or No answers to the related question. If Yes is selected, the predefined score will be added to the overall score, otherwise the value will be zero.


Yes-No with Text Answer

Yes-No with Text Answer allows for a Yes answer with a plain text comment.  If Yes is selected, the predefined score will be added to the overall score, otherwise the value will be zero.


Yes-No with Answers

Yes-No with Answers allow for a Yes or No answer with additional information. If Yes is selected, you will be prompted to select an answer from a created list. If No is selected, the answer list will be disabled and will not appear. The score is added to the overall total if the question is answered Yes, and an answer is selected from the list.


Opportunity Field

Opportunity field question allows Users to select answers from predefined fields whose are propagated from the Opportunity.  DEP - Clarify

Opportunity field with Text Answer

Opportunity field question with Text Answer allows Users to select answers from predefined fields whose are propagated from the Opportunity and optionally add text. - DEP - Clarify


Taking Notes

Help for Questions

Access Help content for further information provided by your company settings. If there is no Help tab, help text was not provided or is not enabled. 


Scorecard Actions (Tasks)

Every Scorecard question may have its own Salesforce Tasks (actions) which can be required, or which can be created by Users.   DEP - Make sure this is correct.       

Creating a Task





Viewing / Editing / Deleting Tasks







The Chatter tab enables you to write a post related to the question with the possibility to answer. If the chatter tab is not available, it is disabled in ClosePlan Admin settings. 


Scorecard Dashboard

The Scorecard Dashboard provides an overview of the overall Deal Scorecard score. There are 4 sections to the dashboard.


Accessing Dashboard