PERFORMANCE
Every conversation is compared against your Playbook to show what the seller did, how well they executed it and where they need to improve.
Company Playbook 5 criteria
“Sure, I can give you a 15% discount.” — said before asking why price was a concern.
3 met · 1 partial · 1 not met
The problem
But you can know how your team is selling.
The product
Playbook
Performance Score
Skill gap
Offered a discount before exploring the business impact.
Coaching
How it works
Define what should happen in a good conversation.
Performy analyzes every conversation against those criteria.
Measures how well it was executed.
Turns detected gaps into a concrete opportunity to improve.
Proof
3–4×
higher close rate with a Performance Score of 6/10.
100%
of advisors improved their Performance Score in under 2 months.
You know what's happening.
You know how the Playbook is executed.
You know where to step in.