How do I set up a Scorecard?

Article Overview

This guide outlines the steps for creating Scorecards in Amplify, from initial setup to defining objectives and activities, assigning benchmarks, and viewing created scorecards. Scorecards are essential for tracking team and individual progress towards objectives.

Prerequisites

You need to be a Amplify company administrator to create Scorecards.

Getting Started

1. Click the "Scorecards" button on the left-aligned navigation bar in the Amplify platform.

   

2. If you haven't set up any Scorecards there will be a "Getting Started" button, if you have Scorecards created already, you can click the right-aligned "Edit Scorecards" button. From there, you'll have the ability to start to create Objectives.

   

3. Next, you can start to fill in the activities that you want to track that will help reach the objectives you have set.
   
   
4. Once you've added all your activities, then you can begin to assign benchmarks and values to each. You have the option of defining your own benchmark or let us create a benchmark for you based on the previous period.

   

5. The weight of each activity combined must add up to 100% otherwise you cannot save the scorecard.

   

6. Then you're done! Click the "Scorecard" button on the left-aligned navigation bar to see all the scorecards you've created, your team scorecards, and individual scorecards.