AI QM Sales

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1. Sales Master Scorecard – by Agent and by Date

This section provides a consolidated view of sales performance trends across agents and time periods. It allows managers to evaluate how individual agents and teams are performing over selected dates.

Displays overall Sales QA scores by agent and by date.
Helps compare performance consistency across different time ranges.
Visual scorecards make it easy to identify top-performing and underperforming agents.
Supports performance tracking, coaching decisions, and trend analysis.

Purpose: Analyze sales quality trends over time and compare agent performance at a glance.

2. Call Introduction & Set-Up, Discovery Process, and Product & Value Proposition

This combined section evaluates how effectively agents handle the early and middle stages of a sales call.

Call Introduction & Set-Up
Measures professional greeting, caller verification, and first impression.
Discovery Process
Assesses active listening, rapport building, and call flow efficiency.
Product & Value Proposition
Evaluates product knowledge and clarity of value communication.

Scores are displayed by date period, enabling performance comparison across months.

Purpose: Identify strengths and gaps in call opening, customer understanding, and value presentation.

3. Objection Handling, Closing Technique, and Follow-Up & Compliance

This section focuses on the critical conversion and post-call stages.

Objection Handling
Tracks how often objections occur and how effectively they are handled.
Closing Technique
Measures the agent’s ability to confidently move toward closing the sale.
Follow-Up & Compliance
Evaluates follow-up planning and adherence to required scripts or policies.

Performance trends are shown over time to highlight improvement or decline.

Purpose: Improve conversion rates by strengthening objection management, closing skills, and compliance discipline.

4. Soft Skills & Overall Delivery, and Sales Outcome Tags

This section evaluates communication quality and predicted sales outcomes.

Soft Skills & Overall Delivery
Assesses communication clarity, confidence, efficiency, and professionalism.
Sales Outcome Tags
Categorizes calls into High, Medium, or Low sales likelihood.

These insights help connect communication quality with expected sales results.

Purpose: Measure how agent behavior and soft skills impact sales potential.

5. AI Scorecard – Call Level Selection

This section provides detailed, call-level AI evaluation results.

Each row represents an individual call.
Displays scores across all audit categories for that call.
Allows filtering by agent, team, and call duration.

This view is ideal for deep dive analysis and individual call reviews.

Purpose: Enable precise coaching by analyzing AI scores at the individual call level.

6. AI Questions – Call Level Selection and Sales Performance Questions Worksheet

This section focuses on question-level analysis.

AI Questions – Call Level Selection
Shows AI-evaluated questions tied to specific calls.
Sales Performance Questions Worksheet
Provides a structured view of how agents performed against defined sales questions.

Users can filter by agent, team, section, or question type.

Purpose: Evaluate how agents perform on specific sales and discovery questions during calls.

7. AI QA Scores by Agent by Average Total Score, by # Calls, and by Pass/Fail %

This section offers comparative agent-level insights using multiple visual perspectives.

Average Total Score
Compares overall QA performance across agents.
By # Calls
Shows score distribution relative to call volume.
By Pass/Fail %
Highlights consistency and compliance by agent.

Stacked visuals make performance differences easy to interpret.

Purpose: Compare agent quality, consistency, and workload impact in a single view.

Conclusion

This dashboard provides a complete, AI-driven view of sales call quality, agent performance, and conversion effectiveness. By combining scorecards, call-level insights, question-level analysis, and outcome tagging, it enables teams to move beyond surface-level metrics and focus on actionable improvements.

Managers can use these insights to identify coaching opportunities, track performance trends over time, and ensure consistent adherence to sales best practices. At the agent level, the dashboard supports targeted feedback by highlighting specific strengths and areas for improvement within each call.

Overall, this dashboard helps sales teams improve call quality, increase conversion rates, and maintain consistent performance standards through data-driven decision-making.