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Live Methodology Tracking

During a live call, Qubi tracks your sales methodology coverage in real time, showing which items you've addressed and which still need attention.

How it works​

On the left side of the live call view, you'll see your active methodology checklist. As the conversation progresses:

  • Covered items are checked off automatically when Qubi detects you've addressed them
  • Uncovered items remain visible so you know what ground you still need to cover
  • Progress updates happen live, so you always know where you stand

Supported methodologies​

Qubi supports several popular sales methodologies out of the box:

MethodologyFocus
MEDDPICCMetrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition
BANTBudget, Authority, Need, Timeline
SPINSituation, Problem, Implication, Need-Payoff
ChallengerTeach, Tailor, Take Control
SandlerPain, Budget, Decision

Your admin selects which methodologies are enabled for your team in Settings > Templates.

Why it matters​

Without methodology tracking, it's easy to leave a call having missed a critical qualification step. With Qubi's live tracking:

  • Never forget a key question: see what's uncovered before the call ends
  • Build better habits: consistent methodology use leads to higher win rates
  • Coach yourself in real time: no need to wait for a post-call review
note

The methodology checklist is also available in your post-call review, where Qubi provides evidence for each item, including the exact quote and timestamp where you addressed it.