Performance reviews your team can trust

See who's managing accounts well and who needs support, with rules designed to keep it fair.

A score for each role

Each person is scored on the work their role is responsible for. Open anyone to see how the categories add up, and how they've moved month by month.

These are the starting weights. Admins can change categories, weights and targets, and every change is saved as a new version.

Starting score weights for account managers
Category	Weight
Client communication and responsiveness	30%
Account management	25%
Client satisfaction and retention	25%
Task and project management	20%

Starting score weights for media buyers
Category	Weight
Account management and execution	35%
Budget management	25%
Reporting and strategy	20%
Account performance contribution	20%

A number is only useful if people believe it, so the rules deal with the situations that usually make scores unfair.

People answer only for the dates they held a client. A call just before handing over counts, and a churn after handing over doesn't.

Contact, reviews and account work aren't judged until someone has held the client for the target number of days.

Media buyers are judged on their own platforms, using each platform's budget, spend and results.

Staff log a blocker with a kind and a platform. It counts straight away, ends after 30 days, and admins can reject it.

A metric with no data shows N/A and its weight moves to the others. Below 60% measured, a score says Not enough data.

Finished months are saved from that month's own numbers and keep their label, even if settings change later.

It feeds account scores and shows which clients need attention. Nobody can edit it, and that rule sits in the database.

Health score = equal average of Budget pacingGoal pacingResults trend

Every score shows how much of it could be measured, how it compares with earlier months, and which categories have no data yet.

We'll walk through the categories and weights with your roles in mind.