Only available for organizations on an Enterprise plan
Screensharing Goals Overview
Screensharing Goals let you score any demo that involves screen sharing against the exact flow and framework you expect. They focus only on what appears on screen, not design polish or tiny cursor movements.
Use it when… you want to be 100% sure reps are showing the right screens, in the right order, with the right message.
What is a Screensharing Goal?
A Screensharing Goal is a rubric that Yoodli applies to the screen-share portion of a roleplay (live or recorded). Each goal returns a numeric score so you can coach toward a clear benchmark.
Only Org Admins and Content Space Admins can create Screensharing Goals.
How scoring works
Capture – Yoodli records what’s on-screen during the call.
Analyze – The AI compares the recording to your goal criteria.
Score - Minimum/Maximum numeric score you describe for example, low score could be "Did not follow the correct order of slides"
The AI ignores UI aesthetics, cursor paths, and minor clicks.
Creating a Screensharing Goal
Navigate to Roleplays
Click the "Custom Goals" tab
Click "Create a Custom Goal" button.
Go to the "Advanced Goals"
Select "Screenshare Goal"
Fill in:
Goal name (e.g., Discovery Demo – Core Flow)
Explanation - Use the "Rephrase" button to use AI to polish your prompt
Define low score - Use the "Generate" button to quickly create your definition
Define high score - Use the "Generate" button to quickly create your definition
Click "Save". You can now assign this goal to your roleplays
Writing a Clear Screensharing Goal
✅ Do
Spell out the flow. List every screen in the required order.
Flag the order. Say “must appear in this sequence” if that matters.
Describe unlabeled pages. Add a short visual cue so the AI recognizes them (e.g., “Tutor page — blue sidebar with lesson list”).
🚫 Don’t
Score tiny clicks or mouse-overs.
Judge design or visual polish.
Expect pixel-level detail on complex pages (e.g., code blocks).
Example Prompt:
"Check the screen-share segment of the product demo and confirm the presenter shows these screens in this exact order:
Organization Overview → 2) Roleplay Creation screen → 3) Org Settings."
Use the "Generate" button in the scoring rubric to quickly match this prompt to score definitions.
FAQs
Question | Answer |
Can the presenter switch between a pitch deck and product demo? | Yes, just ensure required screens appear at least once. |
Can I combine this with Target Time or other goals? | Absolutely. Mix and match goals inside any roleplay. If you are focused on what the presenter is saying, use another goal (Talking Points). |
What if my rep doesn't share their screen at all? | The AI will likely give them a very low score, since they won't hit any of the elements of the goal, but it depends on the exact goal contents. If it is possible to verbally achieve some parts of the goal, they may get a score higher than 1. **Note - Be as clear as possible. If the goal is "discussed Dashboard" not "displayed Dashboard" the AI will inaccurately score the roleplay |
Still need help?
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