How do I set up a Scorecard?

Article Overview

This guide outlines the steps to create a Scorecard in Amplify. From initial setup to defining objectives and activities, assigning benchmarks, and viewing created scorecards are essential for tracking team and individual progress toward objectives.

With scorecards, it is possible to visualize different activities together, define the relation/weight between them, and visualize the progress toward company objectives. This will bring insight in how you and your colleagues are performing, and where the effort should be to increase the score. The perfect score is 100 in the end of the period.

TIP: Amplify Scorecards are only to available to Pro/Enterprise accounts. Additionally, users must have admin access within Amplify to create/manage Scorecards. If you'd like to have scorecards enabled, please reach out to the SalesRabbit Support Team.

Part 1: Scorecard Setup

This part will cover how to perform the initial scorecard setup within Amplify.

• From Amplify on the web, navigate to "Scorecards" in the left menu -> click "Get Started".

• If this is your first time setting up a scorecard, you'll be brought to the Scorecard Settings screen.
• In these settings:
  • Company vs. Team Scorecards:
    • Company: if you want a scorecard defined for every user in the company.
    • Team: if you want a scorecard defined for every team in the company.
  • Primary Objective Score (required):
    • Prove a Name for your primary scorecard.
    • Select the default Period to track performance (weekly, monthly, quarterly).
    • Set the Privacy level for the scorecard, i.e. who can view others' scorecards.
  • Secondary Objective Score (optional):
    • Use the toggle to generate a second scorecard.
  • Click "Save" to continue scorecard setup.

• After the initial setup, users will be able to edit Scorecard settings by selecting "Scorecards" -> clicking "Edit Scorecards" -> "Settings".

Part 2: Manage Scorecards

This part will demonstrate how to manage/create a new scorecard.

• After selecting "Edit Scorecard", select the scorecard you'd like to edit -> use the "+ Create" button to begin adding metrics to your set scorecard.

• Select the "+" -> "Select Metric" to begin adding metrics to track on the desired scorecard.

• Select the metric(s) you'd like to add -> "Save".
• Follow the same steps to add as many metrics as you'd like to track on the scorecard.

• After adding metrics to the dashboard, users are able to assign a default Benchmark and a Weight percentage.
  • Benchmark: the default goal to each Amplify user to achieve for that metric.
  • Weight: set a weight percent, indicating how much this metric will affect the overall "grade".
    • Note: the weight of all metrics must add up to 100%.
• Click "Save" to apply your changes.

• Tip: users can more specifically define benchmark goals using the three icons to the left of the default Benchmark value.
  • Set a suitable benchmark based on the previous period's (week) data.
  • Set custom benchmarks for users. 
  • Set minimum/maximum values.

• A completed scorecard will appear like this on the main "Scorecards" tab.
• Scorecards are also visible on the Amplify mobile app.

Pro Tips

• At the bottom of the Scorecards page, select a "Department" -> "Office" -> a "User" to view that user's scorecard on the web!
• For help with adding metrics, you can check out this help center article: Metrics - Amplify