Create Scorecards 2.0 (Horizon Experience)
This article explains all the options available to configure Scorecards.
Once you configure Measures and Grading scheme, you can create and configure Scorecards. A Scorecard consists of Measures, or Measures Groups, or a combination of both. You can include any of the Measures or Measure Groups created on the Measures tab, in your Scorecards. By default, an overall score is present for every Scorecard. The overall score can be auto calculated and depends on the individual Score of all the Measures, which are included in the Scorecards.
- You can create a Scorecard for a Company or a Relationship
- A Company Scorecard can only include those Measures and Measure Groups which were created for a Company. Similarly, Relationship Scorecards can include only Relationship Measures and Measure Groups.
- A Scorecard for a Company and Relationship can have the same name, since they are created for different entities.
- You can create reports based on the Scorecard data.
To create a Scorecard:
- Navigate to Administration > Scorecard. The Scorecard window is displayed.
- Select either Company or Relationship from the entity dropdown field depending on the type of Scorecard you want to create.
- Click the Scorecards tab.
- Click Create.
You must configure the following two sections in Scorecards:
In this section, you can configure the Scorecards basic details, calculation method, and application criteria by performing the following tasks:
- Enter a name for the Scorecard, in the Scorecard name field.
- Note: Scorecards cannot have identical names to Scorecards of the same entity type.
- Select a scheme from the Scheme type drop-down menu. To learn more about Scorecard Schemes, refer to the Configure Scorecard Schemes article. The available schemes are:
- (Optional) Enter a description in the Scorecard description field.
- Select the Make it Default Scorecard checkbox, to set this scorecard as the default Scorecard. The default Scorecard plays a crucial role while assigning Scorecards to Companies or Relationships. For more information on Default Scorecard and Scorecard assignment process, refer to the Working with Multiple Scorecards article.
- Under Calculation for Overall Health Score select from the following options:
- Automatic Roll Up: The overall score would be calculated automatically as a weighted average of the measures and measure groups.
- Manual: Users will have to manually enter the overall scores for each account. Overall Score will be NA until then.
- (Optional) If you don't want to apply your scorecard for the entire entity, you can specify additional criteria. Scorecards with criteria will only be applied to Companies or Relationships that meet that criteria. For more information on criteria, refer to the Configure Criteria section below.
Adding criteria allows you to define various conditions for your scorecard. If a Company or a Relationship can satisfy these conditions, then this scorecard is applied to the respective Company or Relationship. The default Scorecard is not applicable to such Company or Relationship. You can use most Company or Relationship fields as a source for the criteria.
Criteria Limitations: Date fields and Calculated fields cannot be selected as part of scorecard criteria.
To configure a Criteria:
- Click Add Criteria.
- Form the required criteria by selecting the required fields and operators.
- Note: Only the following field types can be selected for scorecard criteria: string, boolean, number, and picklist.
- (Optional) Click + , to add more criteria.
- (Optional) Click X, to remove a criteria.
- Click Save, to save the Scorecard.
A prompt box appears on the window. If you select the Yes option, the changes are applied immediately to the Company and Relationships. However, if you select No, the changes are applied when the Scorecard Resolver runs.
In this section, perform the following tasks:
- Drag and drop the required measures and measure groups from the left pane.
- Note: Measures can be added either individually or as part of a group.
- Select the measures within measure groups to include in the Scorecard. You can reorder active Measures after they're added. For more information on this, refer to the Reorder Measures section below.
- Enter the weight/contribution percentage for each measure and measure group. To learn more about configuring Weights, refer to the Measure Weights article.
- (Optional) Click the help text icon on the right corner of a measure or measure group to configure the help text. You can configure help text for each Score Range. In the below image, help text is configured for the Customer Sentiment Measure.
The help text you configure here, appears on the Scorecard Mass Edit report, when you use the slider to modify the score for the Measure.
- (Optional) Click the delete icon on the right corner to remove the respective Measure from the Scorecard.
- Click Validity Type. The Validity Period window is displayed.
- Select the Validity Type and Validity Period for each Measure. Once the Validity period has passed, the Measure displays a stale score.
For example, if you set the Validity Period for 1 week on 1 Dec 2018. Your score is valid for 1 week till 7 Dec 2018. However, if you modify the score on the 6th Dec 2018, the validity is extended for one more week, starting from 6th day. The new Validity Period would be 6 Dec 2018 - 12 Dec 2018. If you update the Score within the Validity Period (6-12 Dec), the Validity is extended by another week, starting on the date on which the Score was modified. This rule applies for other Validity Types also.
- There is no notification triggered when a validity period expires.
- Scores are included in scorecard calculation regardless of their validity.
- Click Exceptions. The Configure Exceptions window is displayed.
- Configure any required exceptions. For more information on Exceptions, refer to the Exceptions in Scorecards article.
- Click Save.
You can reorder the Measures within a Measure Group on the Scorecard Configuration page. This changes the order of measures within the specific scorecard you are configuring. To do this, click and drag an active Measure to a new position within a Measure Group added to the Scorecard Configuration page.
- On the Scorecard Configuration page, active Measures are always displayed at the top of their Measure Group, while inactive Measure are always displayed at the bottom. If you save the Scorecard Configuration page with active Measures positioned below inactive Measures, or inactive Measures positioned above active Measures, it is expected behavior for the configuration page to change the Measure order, so that active Measures are displayed at the top of the Measure Group, and inactive Measures are displayed at the bottom. When this occurs, the position of active Measures relative to each other is still preserved.
- Reordering Measures on the Measure Group configuration page does not affect the order on the Scorecard Configuration page. Likewise, changing the order on the Scorecard Configuration page does not affect the order on the Measure Group configuration page. For more information on configuring Measure Groups, refer to the Create Measures and Measure Groups article.
The Scorecard Resolver executes at 23:59 hours UTC, by default. You can change the execution time. Any modifications made to the Scorecard Criteria are applied when the Resolver runs.
To configure Scorecard Resolver:
- Click the Calendar icon.
- Change the time, if required.
- Click Save.
Scorecard Fact Object
The Scorecard Fact object creates new objects dynamically, whenever you create a new Scorecard. For instance, if your Scorecard name is Company Scorecard, a new object is created with the name Company Scorecard Fact. You can use this object to prepare scorecard reports.