Free Tool

Closer And Setter Scorecard

Two seats, two scorecards. Closers get their close rates and their commission. Setters get speed to lead, triage calls, and booked calls a day. Both get an honest read on where the month lands.

1

Your Month So Far

Month to date only. The forecast works out the rest.

Your Calls

Your Book And The Clock

$
$

Your Pay

$
$
$
Commission Plan
TierProduced ThroughPays Per Deal
Tier 1
$
$
Tier 2
$
$
Tier 3
Anything above
$

Tiers run on revenue produced, meaning full contract value, not cash collected. Deals pay at the tier you were in when you closed them, so crossing a line mid month lifts every deal after it.

$0
Earned So Far
$0
Revenue Produced
$0
Cash Up Front

Put your numbers in above.

2

Pacing For Month End

Two forecasts. One from your run rate, one from what already exists. When they disagree, believe the calendar.

On Pace For
$0

Committed, From Your Book
$0

One More Close$0
Every Call You Take$0
To Hit Your Goal0

3

Your Funnel

Every step loses some. The question is which step loses too many.

4

Your Scorecard

Gold marks the numbers your seat is judged on.

The NumberYoursGood Looks LikeWhat It Means

Benchmarks are the working ranges for high ticket inbound phone sales. Your offer and your lead source move them. A starting point for a conversation with your manager, not a law.

Fix This First

Put Your Numbers In

This names the one number holding your paycheck down, and what it is worth to move it.

Built for reps and the owners who pay them. If you run the team, the ad side of this math lives on the ROAS calculator.