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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The PlanBase Scorecard offers a robust system for managing metrics that not only tracks operational performance and key indicators but also aligns these metrics with the objectives of the strategic plan outlined in PlanBase Hoshin. This seamless integration, which is fully automated within PlanBase's cohesive platform, enhances efforts for continuous improvement, ensuring that processes can be advanced whenever necessary. With its user-friendly click-and-go interface, the PlanBase Scorecard encourages team engagement by providing clear visibility and accountability. Each scorecard, often referred to as a bowler chart, is assigned a specific owner, fostering a sense of responsibility throughout the organization. Team members, including managers and their direct reports, can access customized real-time dashboards that display performance metrics. This suite of visual management tools allows for meaningful comparisons to historical data and future goals, empowering informed decision-making and driving organizational success. Ultimately, the PlanBase Scorecard not only supports performance tracking but also cultivates a culture of accountability and proactive management.

Description

Quotain helps sales reps rehearse buyer conversations before live calls. Teams build AI buyers from their sales playbook, company context, and recorded calls, then practice cold calls, discovery, demos, negotiation, or a focused objection drill. Practice supports four difficulty levels and more than 30 languages. Reps receive an audio recording, transcript, and scorecard after each call. Managers define grading criteria for each stage, mark requirements that must pass, and track readiness by skill and rep. Teams can connect Gong, import call transcripts from Attio, or upload recordings for real-call grading. A line in a graded call can become the starting point for another practice call. Managers assign practice and learning modules with due dates, certify reps who pass every task, and run competitions. The free trial includes up to 3 practice calls, with no credit card. Team plans receive a custom quote for seats and scope.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Attio No 
Gong No 

Integrations

Attio Yes 
Gong Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free trial: up to 3 practice calls, no credit card. Team plans: custom quote for your seats and scope.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PlanBase

Website

planbase.com/scorecard/

Vendor Details

Company Name

Quotain

Founded

2025

Country

New York, NY, United States

Website

www.quotain.com

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning No 

Product Features

Sales Coaching

Assessments Yes 
Audio / Video Conferencing No 
Built-In Course Authoring Yes 
Call Recording Yes 
Gamification Yes 
Goal Setting / Tracking No 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

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