Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Attio
No
Gong
No
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