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After every meeting, Doris scores the conversation against your sales playbook and shows your team exactly what was covered, what was missed, and what to do next.

Post-Meeting Assessments

After each meeting, Doris scores the conversation against the relevant playbook and creates a detailed assessment:

Coverage Score

An overall 0–100% score showing how well the conversation followed the playbook process.

What Went Well

Specific topics and questions from the playbook that were covered effectively.

What Was Missed

Areas the playbook calls for that weren’t addressed — opportunities for the next call.

Next Call Suggestions

Specific recommendations for what to cover in the follow-up conversation.

Rep Performance

The Rep Coaching dashboard gives managers visibility into team performance:
  • Performance trends — See how each rep’s coaching scores trend over time
  • Common gaps — Identify patterns — which qualification dimensions are consistently missed across the team
  • Win correlation — Understand which coaching behaviors correlate with closed-won deals
  • Individual coaching plans — Drill into any rep to see their specific strengths and areas for improvement
Coaching works best when you have playbooks set up. Connect your playbooks first, then Doris can assess meetings against your defined process.