Refresh review assignments and customize PitchIQ scoring metrics

Note: This article is no longer maintained. For updated information, please refer to the corresponding Admin App articles for refreshing review assignments and customizing scoring criteria. We recommend updating your links if you’ve linked to this article.

An important part of developing the correct sales approach for users is to be able to receive meaningful feedback from admins and managers. You've already configured the PitchIQ Settings to pre-select panelists to view and assess each user's submission. These review assignments are automatically refreshed once daily. However, there may be occasions when you'll want to initiate a refresh manually, particularly if you've made changes to users or groups in your organization.

And to provide strong learning value for your users, you need to score their PitchIQ submissions. Choose the criteria that best aligns with your organization to allow for meaningful feedback. Admins, managers, and even peers can review submissions depending on how the PitchIQ panel of the Course is configured. Providing many options on scoring helps ensure that the scoring metrics are relevant to your training initiative goals and gives your panelists a criteria list to base the submission on. This guarantees that all panelists are assessing based on the same set of standards when measuring these evaluations as a whole. You can create a bank of up to 20 different metrics for PitchIQ across your account. Any combination of 5 can be used for each PitchIQ, and this bank is used across all PitchIQ types (video, written, etc.)  

Key features

• Immediately recalculate review assignments
• Configure your own grading metrics for submissions
• Review and provide feedback to sales reps’ recorded pitch
• Keep updates to this page as minimal as possible. Changing any metric will overwrite all instances where that metric is used, including Courses that were previously published.

You need this to succeed

• Admin access to refresh assignments and configure grading criteria
• Established evaluation criteria that are aligned with your organization’s goals

The quick way to awesomeness

• Add up to 20 criteria for assessing PitchIQ submissions
• Select the 5 default criteria to use currently in course creation
• Configure scoring settings including the minimum number of reviews
• Assign panelists to review submitted pitches

Do this step by step

Pitch review refresh

1. From the Admin Settings menu, click PitchIQ.
2. In the Pitch Review Refresh section, click Recalculate pitches.

That's it! All pitch review assignments will immediately be recalculated. 

PitchIQ Metrics

1. From the Admin Settings menu, click PitchIQ.
   
   
2. In the PitchIQ Metrics section, select up to 20 different criteria that align with the course you created.
   
   

   Note: You don't need to initially create all 20 criteria. Keep the criteria set to "Inactive" until you want it to appear in the list of criteria to choose from in Step 4 of the Course Creation process.

3. Choose the 5 metrics that align with the course you are creating. Only Default and Active criteria will appear as options for your users. Clicking the criteria will display a drop-down menu with the other criteria options that are available.
   
4. To change the PitchIQ Metrics within the course builder, click on any criteria and choose a different option from the drop-down menu to replace it with. The options on the list will populate as the criteria you set as Active in the earlier steps.