The Scorecard Component enables you to create a Template with based on your sales methodology. The Scorecard is created using different types of questions and assign assigning those questions into different categories. 

Scorecard also enables you to set Scorecards also facilitate category and question sync syncing with fields on the Opportunity or ClosePlan Object for reporting purposes or to propagate the scorecard Scorecard data from the Opportunity. 

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Scorecard Layout & Navigation

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1.Question bar - Create new questions here.

• Category - Select the relevant category you have created in scorecard categories general settings.
• Mode - Select the question type.
• Image RemovedSingle - and Image RemovedMulti-Select - Select to yield one answer or multiple answers 
• Image RemovedWithout Text Answer orImage Removedwith Text Answer  - allows to users add text answer for relevant question. 
• Image Removed - Select the type of field, and relevant field, for Opportunity field question
• Image Removed - Set the Target Count, Attribute and Available Values for Contact Tracking question
• Image Removed - Set the score value for Score question
• Image Removed - Saves the question
• Image Removed - Cancel the question bar. 

2. Question Header - Shows the created Image Added

1. Template Information - Template type, Name, Version #

2. Scorecard tabs - Detail, Playbook, Scorecard, Scoring Tiers, Relationships

3. Scorecard Summary information - Categories, Questions, Max Score information

4. Question bar - Create new questions here.

5. Category Header - Shows Category Name, # of Questions in the Category, weighted %, max score possible, Image Added Add a Question, Image Added move Category up or down in the list, Image Added Sync Category (Grey = Not synced, Orange = Synced)

6. Questions and Answers:

    Questions - Shows the question, type of question and relevant information.

• Image RemovedImage Added - Indicates the type of question (See Symbols chart below)
•  - Allows you to add help text related to the question. Click on the icon to add your text. 
• Image RemovedImage Removed  Max Score - Shows the maximum score value for relevant question and answerImage Removed  -  Move  questions up and down in the category or move answers up and down in the relevant question. 
• Score: - Shows the value for a particular selection (In this case the question is a Picklist with 3 possible answers scoring 0, 25 and 50)
•  - Edit the question or answer.
•  - Sync settings. Synchronizes the question with Opportunity or ClosePlan fields (propagate data to the Opportunity or Reports)
•  - Remove the question or answer.

3. Answers

   Answers - Shows the provided answers to Picklist questions

•  - Add an answer. 
•  - Enable to set color for the answer .
•  - Add text answer for relevant answer. 
•   - Set score for the answer.
•   - Add an answer.
•  Image Removed - Remove an answer.

4. Category Header - shows the selected category for question/questions. 

• Image Removed   - Sync settings. Synchronizes the category with Opportunity or ClosePlan fields (propagate data to the Opportunity or Reports)
• Image Removed - Moves category bar with questions up and down to select the right order in the scorecard for users.    - Add an answer.
•  Image Added - Remove an answer.

Scorecard question types

Question Mode List

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Symbols Used

Sign	Type of question
	Question with User Scoring
	Free Text Answer
	Rich Text Answer
	Single-Select Answer
	Multi-Select Answer
	Yes/No Single-Select Answer
	Yes/No Multi-Select Answer
	Yes/No
	Yes/No free Text-Answer option
	Field
	Field free Text-Answer option
	Contact Tracking

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Create Opportunity Field Question

Opportunity Field QuestionQuestions allows allow data to propagate data from the Opportunity to the question and user will . Users select answer/s from the provided data from answers based on the selected Opportunity field on the Opportunity. 

Available Field Types: Picklist, Multi-Picklist, Lookup, Date, Date Time, Checkbox, Text, Long Text, URL, Phone, Email, Currency, Number, Percent. These fields allow to select the correct custom field or some of standards field from the Opportunityconnect to custom fields or some Standard Fields from the Opportunity Object. 

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Note: Some standard opportunity fields are eliminated from the selection = you will be not able to add these fields into the question opportunity field. Standard Opportunity Fields are not available by default and cannot be selected.

          Eliminated fields:  Picklist -Fields:  StageName, ForecastCategoryName

                                       Text - Field: Name

                                       Checkbox - Field: IsPrivate

                                       Numbers / Currency / Percent - TotalOpportunityQuantityFields: TotalOpportunityQuantity, Probability

                                         Lookups - AccountId Lookup Fields:  AccountId, RecordTypeId, CampaignId, Pricebook2Id, OwnerId, ContractId, TSPC__CPDeal__c

You can add max. 4 fields to each Opportunity Field Question. 

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Result - User view in Scorecard: 

Unanswered Question:

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Answered Question: 

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Add Answer into the Question

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Individual data can be propagated on the Opportunity layout or in the Reports. 

Settings are made to the template from which you want to propagate data. If there are multiple templates (or multiple versions), you need to set up sync for each template (versions) from which data will be propagated.

To assign the sync, the custom fields on the Opportunity or ClosePlan need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity. 

Category Sync Setting

• Go to Templates > open the Template from which you want to propagate data.
  • Note: if there is more than 1 template or template version, and would you like to have data from every template or version, you must set the sync in each template/version.
• Go to Scorecard > click the Category Sync settings  icon

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• Save
• Repeat steps to set sync for other categories 

Result on the Opportunity Layout:

Question Sync setting

• Go to Templates > open the Template from which you want to propagate data.
  • Note: if there is more than 1 template or template version, and would you like to have data from every template or version, you must set the sync in each template/version.
• Go to Scorecard > click the Question Sync settings  icon

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• Select the Target Object from which the values will be propagated (Opportunity or ClosePlan)

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• Select other values for individual fields from which you would like to propagate data and Save - The values must match!
  • Note: If you don't have relevant fields on the Opportunity to propagate the data, you need to create them. 

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• Target Object - States to which object the values will be propagated (Opportunity or ClosePlan). If none is selected, fields sync will be entirely disabled.  Select the object from where you created the Question field.
• Primary Value Field - States to which field the value will be propagated 
• Secondary Value Field - States to which field the second value will be propagated. This field is for yes/no question with single or multi select answers and yes/no free text answers.  
• Score Field - Propagates the score number of the question.
• Score % Field - PropagateS the score in % 
• Answer - Shows set answers for a question with the possibility to set the sync data propagation on the Opportunity
• Picklist Value - Shows the set value for a selected answer
• Text Answer Field - Shows the added text to the answer

Type of Question Sync settings

Sign	Question Type	Sync Setting	Data type field
	Question with User Scoring		Score Field - number Score % Field - percent
	Free Text Answer		Primary Value Field - text Score Field- number Score % Field - percent
	Single-Select Answer		Primary Value Field - single picklist Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Primary Value Field Text Answer Field - text
	Multi-Select Answer		Primary Value Field - multi picklist Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Primary Value Field Text Answer Field - text
	Yes/No Single-Select Answer		Primary Value Field - single picklist yes/no Secondary Value Field - single picklist for answers values Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Secondary Value Field Text Answer Field - text
	Yes/No Multi-Select Answer		Primary Value Field - single picklist (yes/no) Secondary Value Field - multi picklist (for answers value) Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Secondary Value Field Text Answer Field - text
	Yes/No		Primary Value Field - single picklist (yes/no) Score Field - number Score % Field - percent
Image Modified	Yes/No free Text-Answer option		Primary Value Field - single picklist (yes/no) Secondary Value Field - text  Score Field - number Score % Field - percent

Example of Question with single select answer sync settings:

I would like to propagate question values on the Opportunity layout with these fields:

• Name of the Question
• Number of score for selected answer 
• % Score of the question
• Selected answer
• Additional added text to the answer

If you don't have relevant fields on the Opportunity to propagate the data, you need to create them. 

Target Object: Opportunity

Primary Value Field: Name of the question 

Score Field: Number of score for selected answer

Score % Field: Question scoring in % 

Picklist Value: Set picklist for the name of the question. Selected answer will show the picklist value on the Opportunity. 

Text Answer Field: Additional added text to the answer from the user

Sync settings in admin:

Selected answer for the sync question from the user in the Scorecard: 

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