SE analytics & scorecard
A per-SE 30-day scorecard and an SE-team analytics dashboard — win rates, RFP performance, the sandbox funnel, and playbook effectiveness — computed live from real SE activity.
SE work has always been hard to measure — which is how it ends up undervalued. Pact computes an honest picture from real activity: a personal scorecard for each SE and a team dashboard for the whole function. Everything here is derived live from actual data; nothing is a placeholder.
What counts as an "SE-supported deal"
This is the definition that makes the rest of the numbers meaningful. An SE-supported deal is a deal that an SE answered a technical question on through the Tech Q&A inbox. That link — a Q&A row tied to the deal — is both the definition and the mechanism that scopes deal metrics to your tenant.
'Supported' means you answered a question on it
Win-rate and deal metrics count deals an SE answered a technical question on — not all pipeline. If no technical question was routed to an SE on a deal, that deal doesn't appear in SE deal metrics. This is deliberate: it measures deals SE actually touched.
Personal scorecard
Each SE gets a trailing-30-day scorecard covering:
- supported-deal win rate
- demo-to-close rate
- RFP win rate
- average time on a deal
- technical questions answered
The scorecard recomputes on demand and keeps a history, so you can watch a trend rather than read a single snapshot.
How 'time on a deal' is measured
Average time on a deal is measured as days since the SE's first technical-question touch on the deal — a reliable signal that doesn't depend on close-date data that isn't always clean.
Team analytics
The SE-team dashboard aggregates across every SE in the tenant into one view:
- cross-SE KPIs and a leaderboard
- RFP win rate by section
- the sandbox funnel (created → demoed → handed-off)
- prospect objections seen across deals
- playbook effectiveness
It's computed live over your real SE data — there is no separate rollup table that can drift out of sync.
What we deliberately don't claim
Honesty matters more than a fuller-looking dashboard, so two things are intentionally left out rather than faked:
- Objections on this dashboard come from a keyword rule over the Tech Q&A inbox, not from call transcripts. Read them as "themes seen in questions," not a transcript analysis. Pact does extract objections from call transcripts, in Calls (each one typed and cited to the transcript), but those extractions are not fed into the SE dashboard.
- SE hours logged is not tracked. Rather than show a fabricated number, the workspace omits it.
Battlecards, likewise, intentionally leave out a product-changes section — there's no backend store behind it, so it isn't presented.
Not on this dashboard
The SE dashboard does not show objections mined from call transcripts, and Pact does not track SE hours anywhere. For transcript objections, open the call in Calls. For SE hours, use a time-tracking tool outside Pact.