Video walkthrough
How Skills Work
Define your skills
Create skills that represent the competencies your team needs to develop — things like “Rapport Building,” “Needs Analysis,” or “Closing Techniques.” Each skill gets a name and description.Learn how to create and manage skills →
Link skills to evaluation criteria
Skills connect to the specific behaviors in your rubrics. When you create a rubric criterion item like “Asks open-ended discovery questions,” you link it to a skill like “Discovery.” Exec can do this automatically using AI, or you can set it up manually.Learn about skill tagging →
Two Ways to Measure Skills
Exec provides two complementary views of skill data, each answering a different question:Performance
“How did these sessions go?”Performance shows results for the specific sessions you are looking at. It changes when you apply filters like date range, scenario, or group — that is by design.Metrics: First score, Best score, Average, LiftWhere: Roleplay Analytics, Scenario Analytics, Call AnalyticsView skill performance →
Proficiency
“How skilled is this person overall?”Proficiency is a stable measure of a person’s overall capability. It weighs recent activity more heavily and combines data from roleplays and calls. It does not change based on analytics filters.Metrics: Weighted score, Proficiency tier, LiftWhere: Skills page, Skill ReportsView skill proficiency →
Performance reflects specific sessions you have filtered to. Proficiency reflects a person’s overall capability and stays stable regardless of filters. Both are valuable — performance helps you evaluate specific training, while proficiency gives you the big picture.
Understanding Score Tiers
- Proficiency Tiers
- Session Score Tiers
Proficiency tiers represent a person’s overall capability level for a skill, based on all their recent activity.
| Tier | Score Range | What it means |
|---|---|---|
| Excellent | 90 and above | Consistently demonstrates mastery |
| Proficient | 75–89 | Solid, reliable capability |
| Developing | 50–74 | Building competency, showing progress |
| Needs Work | Below 50 | Requires focused development |
Where Skills Appear
| Surface | What you see | Who it is for | Learn more |
|---|---|---|---|
| Skills page | Workspace-wide proficiency per skill | Admins | Proficiency & Reports |
| Skill Reports | Proficiency heatmaps by person or group | Admins, Managers | Proficiency & Reports |
| Roleplay Analytics | Performance metrics for filtered roleplay sessions | Admins, Managers | Analyze Performance |
| Scenario Analytics | Performance metrics for a specific scenario | Admins, Managers | Analyze Performance |
| Call Analytics | Performance metrics for scored calls | Admins, Managers | Analyze Performance |
The Skills Dashboard
Click Skills in the navigation to open the Dashboard. Filter by a date range to see which skills are Top Performing and which are Needing Attention across your workspace, with the full list of skills below (some may not have data yet).
- Skill Health - an overall proficiency percentage plus member counts and how many need coaching
- Member Proficiency and proficiency over time, with a per-member table showing each person’s observations (the number of sessions where the skill was tied to a criterion) and feedback
- Filter by user or group, Download Report, and a Resources tab listing the roleplays and Knowledge Hub items tied to the skill
AI Analyst
On a skill’s dashboard, open the AI Analyst to chat about why a team is excelling or struggling on that skill. It can Create custom AI Roleplay to practice the skill or Create a guide as a Knowledge Hub page, right from the conversation. For the full walkthrough of the skill dashboard, the Resources tab, and the AI Analyst, see Skill Insights and Resources.Managing Your Skills Library
A full set of skills is loaded into every workspace by default. Manage them under Settings > Skills: click Create Skill to add one, or the ”…” menu > Edit Skill to change a skill’s name, description, and its Auto-tag to new content toggle. We recommend leaving auto-tag on, so every new scenario’s evaluation criteria automatically pick up the right skills and start collecting data. See Create and Manage Skills.Dive deeper
Create and Manage Skills
Define skills, link them to rubric criteria, and manage your library.
Skill Insights and Resources
A skill’s dashboard, its linked roleplays and guides, and the AI Analyst.
Analyze Skill Performance
Session-level performance across roleplays, scenarios, and calls.
Proficiency and Reports
Long-term proficiency scores, heatmaps, and custom reports.
Understand Your Scores
What your skill scores mean and how to improve them.