Intro to Scorecards

In this article

Everyone should know how they, their teammates, and the organization are performing and what good performance looks like. With Scorecards, you can easily see how you, others, and the organization performed against pre-determined benchmarks.  Scorecards are a collection of key performance indicators (KPIs) with three-tiered benchmarks organized for positions, departments, and the organization as a whole.

Here we’ll walk you through how to update, create (if you’re an Admin) and view your personal scorecard as well as departmental and organizational Scorecards.

To get started

Click the Scorecard icon on the left sidebar to get started.

💡 When an account is created (either single user or upload), our system automatically generates a scorecard for you.

Employee

There are four different Scorecard groupings:

1. Organization: A collection of KPIs that leadership monitors to steer the strategy and initiatives of the organization.
2. Location Department: A collection of KPIs that department heads monitor to steer the strategy and initiatives of their departments.
3. My Scorecard: A collection of KPIs you and your manager monitor to guide coaching and development activities.
4. Team: A collection of your peers’ KPIs.

To view scorecards

1. Click the ‘Filter’ button
2. Click the Dropdown menu.
3. Select the Scorecard you’d like to view:
4. Organization
5. Location Department
6. My Scorecard
7. Team

To update your scorecard (My Scorecard)

1. Verify ‘My Scorecard’ appears beneath the ‘Scorecard’ header.
2. Click the ‘Edit’ button (All Actual field borders will turn ‘pink’), and input your actual data information into the blank fields.
3. Click ‘Save Changes’ to save the information you submitted.

To edit your scorecard (My Scorecard)

1. Verify ‘My Scorecard’ appears beneath the ‘Scorecard’ header.
2. Click the ‘Edit’ button (All Actual field borders will turn ‘pink’), and modify the actual data information into the blank fields.
3. Click ‘Save Changes’ to save the information you submitted.

Admin

To create a Category

1. Click the ‘Manage’ button.
2. Click the ‘Add’ button.
3. A modal will appear. In the Type dropdown menu, choose ‘Category’.
4. Click into the Title field, and type the name of the Category.

To create a KPI

1. Click the ‘Manage’ button.
2. Click the ‘Add’ button.
3. A modal will appear. In the Type dropdown menu, choose ‘Key Performance Indicator.’
4. Fill in all the fields of the modal.

• Title
• Category

💡 Pro tip: Choose categories based off of your strategic plan.

• Measurement
• # : Number
• $ : Amount of Money
• % : Percent
• Time
• MAP (Minimum Acceptable Performance): Base level of performance, anything below this point fails to meet expectations.
• Goal: Good performance that meets expectations.
• Stretch: Excellent performance that exceeds expectations.
• Rules

You can choose as many or as few rules as you see fit.

💡 KPI Rules: KPIs are automatically added to Scorecards that fit the rules selected. For example, if you choose ‘Organization,’ the KPI will be added to the Organization’s Scorecard. If you choose a job, like ‘Sales Associate,’ all employees with that job title will have that KPI added.

• Calculated

Calculated KPI’s are custom calculations of KPIs.

💡 How do Calculated KPI’s work? A deterministic KPI of Total Gross can be automatically calculated in Scorecards by adding a ‘New Car Gross’ KPI with a ‘Used Car Gross’ KPI.  Another example is a deterministic KPI of Net to Gross can be automatically calculated by dividing Total Gross by Total Expenses.

To create a Calculated KPI

1. Move the ‘Calculated’ slider to the right.
2. Select the KPI you’d like to calculate from the dropdown menu.
3. Select the calculation type and any additional KPI’s that properly builds out your computation.
4. Click the ‘Add’ button to save your results.

To view scorecards

1. Click the ‘Filter’ button
2. Click the Dropdown menu.
3. Select the Scorecard you’d like to view:
4. Organization
5. Location Department
6. My Scorecard
7. Team

To update your scorecard (My Scorecard)

1. Verify ‘My Scorecard’ appears beneath the ‘Scorecard’ header.
2. Click the ‘Edit’ button (All Actual field borders will turn ‘pink’), and input your actual data information into the blank fields.
3. Click ‘Save Changes’ to save the information you submitted.

To update Team scorecards

1. Click the ‘Filter’ button
2. Click the Dropdown menu.
3. Select ‘Team’
4. In the Dropdown menu, type your team member's name or select their name from the options listed.
5. Click the ‘Edit’ button (All Actual field borders will turn ‘pink’), and input their actual data information into the blank fields.
6. Click ‘Save Changes’ to save the information you submitted.

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