Getting Started

Performance Radar — a plain guide to the app

This guide walks you through Performance Radar one piece at a time — what it is, when to use it, and what every button does. Read it start to finish, or jump to the part you need. Nothing here is urgent or complicated; if you ever feel stuck on the app, this page is meant to get you unstuck.

What it is

Performance Radar reads the transcript of a sales or customer call and gives it a score. The score answers one question: how much of the standard the manager set did this call actually meet?

It looks at ten specific selling skills — things like how the rep opened the call, whether they uncovered the real problem, how they handled pushback, and how they closed. For each one it gives an actual score, compares it to the level you expect, and rolls everything up into a single number with a short written explanation and a list of next steps.

It does not record calls or listen live. You give it a transcript that already exists, and it gives you a read on that one call.

Why we use it

Reviewing calls by hand is slow, and two people often grade the same call differently. Performance Radar applies the same standard to every call, so a score means the same thing across reps, managers, and weeks. That makes coaching fairer and the patterns easier to see.

It also makes the good stuff repeatable. When you can point to exactly which skills a call hit or missed — with the lines from the transcript behind each one — you can teach the rest of the team to do the same thing on purpose.

When to use it

Reach for it whenever you have a transcript and want a quick, even-handed read. Typically:

• Right after an important call, while it's still fresh.
• Before a one-to-one, to decide what to praise and what to work on.
• When you want to compare how a skill is landing across several calls.
• When a rep wants honest feedback on their own call before their manager sees it.

Who it helps

The screen at a glance

The app is one page. From top to bottom you'll see:

• Top menu — links: Getting Started (this guide), Project Moneyball, and Sign out.
• Toolbar — the main action buttons: Import transcript, Run, Stop, Download PDF.
• Notifications & Runtime Monitor — the box on the left reports progress and warnings; the grid on the right lights up each skill as it's scored.
• Call Details — the rep, role, business, and call type, filled in for you after import.
• Final Score — the big number, its meaning, and how much of the call had evidence to score.
• Performance table — the actual result next to the expected minimum and weights you can adjust.
• Score Analysis & Recommendations — what worked, what didn't, and a single combined list of next steps.

Step by step

1. Import a transcript

   Click Import transcript and pick a file, or drag the file onto the notification box. Plain text works best (.txt, .vtt, .srt, .md, .log, .csv). The app reads the call, works out the call type, and loads a matching scorecard.

2. Check the Call Details

   The rep's name, role, business, and call type fill in automatically. These are read-only — they come from the transcript, so there's nothing to type.

3. Review the expected minimum and weights

   In the performance table, each skill has an expected minimum (the bar you set, 1 to 5) and a weight (how much it counts). The defaults are already sensible. Adjust them if this call should be held to a different standard. See Expected minimum & weights for what each setting does.

4. Run

   Click Run. The Runtime Monitor lights up each skill as it's scored. The first run on a new transcript takes a couple of minutes; after that, re-running is quick and free — until you change a setting, which scores again.

5. Read the score

   The big circle shows the final number, with its meaning underneath (for example "Below expected") and how much of the call had evidence to score. Green means the call met or beat the standard, amber means it fell a little short, red means a serious gap. See Reading the score.

6. Read the analysis and next steps

   Score Analysis lists what worked and what needs improvement. Recommendations is a single, de-duplicated list of next steps. Use the Copy button on either box to paste it into your notes or an email.

7. Download the report

   Click Download PDF for a clean, one-page branded report you can save or share.

Every button explained

Top menu

Toolbar

Performance table

Expected minimum & weights

These are the two dials you control for each skill. Together they tell the app what "good" means for this kind of call.

Expected minimum (the bar)

Click the segments to set the level you expect for a skill, from 1 to 5. The score for that skill is measured against this bar: meet it and the skill is on target, fall below it and it counts against the call.

Set the bar to 0 to make a skill optional. An optional skill is never required — if the rep does it, it adds a small bonus; if they don't, there's no penalty. Use this for skills that are nice-to-have on a given call type but not expected.

Weight (how much it counts)

Critical does one extra thing: it acts as a safety gate. If a critical skill badly misses its bar, the whole call's score is capped — so a strong call can't paper over a critical failure. More on that below.

Reading the score

The final score is built around 100. 100 means the call met exactly the standard you set. Above 100 means it beat the standard; below means it fell short. The scale runs up to 120.

Evidence coverage & confidence

Under the score you'll see something like "72% – Medium Confidence". Coverage is how much of the scorecard the call actually gave evidence to score — not every skill comes up on every call. Confidence follows from coverage: High at 85%+, Medium from 60–84%, Low below 60%. A lower coverage doesn't mean a bad call; it means there was less to go on, so read the score with that in mind.

When a score is capped

The app holds a score back in a few cases, so a high average can't hide a real problem:

• A critical skill far below its bar — the score is capped at 74.
• Two or more critical skills below target — capped at 79.
• Low coverage (under 60%) — capped at 79 and confidence set to Low.

A capped score shows in red as a flag that something needs a closer look.

The ten skills

Every call is scored on these ten. Each gets its own actual score, compared to your expected minimum.

Templates

A template is a saved set of expected minimums and weights. When you import a call, the app loads a template that fits the call type, so you rarely start from scratch.

• Save template — once you've set the bars and weights the way your team wants, save them under a name so everyone can reuse the same standard.
• Open template — load a built-in template or one you saved earlier.
• Reset — go back to the defaults for this call type if you've changed things and want to start over.

If something looks off

A few things you might run into, and what they mean:

Still stuck? The notification box at the top of the app explains what's happening at each step — read the latest message there first. For anything else, reach out using the contact below.