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

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

Scorecard Layout & Navigation

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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 Removed Add a Question, Image Removed move Category up or down in the list, Image Removed Sync Category (Grey = Not synced, Orange = Synced)

6. Questions and Answers:

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

• Image Removed - Indicates the type of question (See Symbols chart below)
• Image Removed - Allows you to add help text related to the question. Click on the icon to add your text. 
• Max Score - Shows the maximum score value for relevant question and answer
• 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)
• Image Removed - Edit the question or answer.
• Image Removed - Sync settings. Synchronizes the question with Opportunity or ClosePlan fields (propagate data to the Opportunity or Reports)
• Image Removed - Remove the question or answer.

   Answers - Shows the provided answers to Picklist questions

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

Scorecard question types

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Question Mode List

• Text 
  • Used when text answers are required, where the user posts the answer as plain text.
    Such questions are scored with predefined score value if the answer is provided.
    If no answer is provided, the score is 0.
    
• Rich Text
  • Used when a text answer is required and Rich Text is preferred.  Rich Text answers are formatted with WYSIWYG functionality.
• Scoring
  • Answers are score based on User’s subjective decision under min/max limit. 
• Yes/No
  • Users provide simple  Yes / No answer to the related question. If no answer is provided, the score is 0. Yes/No answers can also have an additional text answers provided by the use
• Yes-No with Answers
  • User answers are combination of Yes-No and Answers type. If Yes is answered, the user will be also prompted to select an answer from the list.
    If the User answers No, the answer list will not appear.
    The score value is added only if the users provides a Yes answer and also selects a text answer from the list. 
    Test answers can be single or multi-select answers.
• Answers
• Answers must be defined together with a score value. Possibility to choose single- or multi-select answers.  
  • Single Select - only one answer may be selected,
  • Multi-Select -  one or more answers may be selected
• Field
  • Sets data from opportunity fields that will be promoted to the question. Users can then continue to work with the answers. 
    Field answers can also have additional text answers provided by the User
• Contact Tracking
  • Contact Tracking questions assign relevant Contacts to the Opportunity Deal directly in the Scorecard question

Symbols Used

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Yes/No Single-Select Answer

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Yes/No Multi-Select Answer

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Yes/No free Text-Answer option

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Create Questions

• Click Image Removed button and select the question type in the modal

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In the New Question modal:

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

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

Scorecard Layout & Navigation

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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 Added - Indicates the type of question (See Symbols chart below)
• Image Added - Allows you to add help text related to the question. Click on the icon to add your text. 
• Max Score - Shows the maximum score value for relevant question and answer
• 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)
• Image Added - Edit the question or answer.
• Image Added - Sync settings. Synchronizes the question with Opportunity or ClosePlan fields (propagate data to the Opportunity or Reports)
• Image Added - Remove the question or answer.

   Answers - Shows the provided answers to Picklist questions

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

Scorecard question types

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Question Mode List

• Text 
  • Used when text answers are required. Users answer questions with plain text.
    Text questions are scored with a predefined score value if the answer is provided.
    If no answer is provided, the score is 0.
    
  • Character Limit = 4096
• Rich Text
  • Used when a text answer is required and Rich Text is preferred. 
  • Rich Text answers are formatted with WYSIWYG functionality.
  • Rich Text questions are scored with a predefined score value if the answer is provided.
    If no answer is provided, the score is 0.
• Scoring
  • Answers are scored based on User’s subjective decision under min/max limit. 
• Yes/No
  • Users provide simple  Yes / No answer to the related question. If no answer is provided, the score is 0. Yes/No answers can also have an additional text answers provided by the use
• Yes-No with Answers
  • User answers are combination of Yes-No and Answers type. If Yes is answered, the user will be also prompted to select an answer from the list.
    If the User answers No, the answer list will not appear.
    The score value is added only if the users provides a Yes answer and also selects a text answer from the list. 
    Test answers can be single or multi-select answers.
• Answers
• Answers must be defined together with a score value. Possibility to choose single- or multi-select answers.  
  • Single Select - only one answer may be selected,
  • Multi-Select -  one or more answers may be selected
• Field
  • Sets data from opportunity fields that will be promoted to the question. Users can then continue to work with the answers. 
    Field answers can also have additional text answers provided by the User
• Contact Tracking
  • Contact Tracking questions assign relevant Contacts to the Opportunity Deal directly in the Scorecard question

Symbols Used

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

Create Questions

• Click Image Added button and select the question type in the modal

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Create a Text Question

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• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Assign a Score value
• Click 'Save' or 'Save and New'

Create a Rich Text Question 

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Assign a Score value
• Click 'Save' or 'Save and New'

Create a Scoring Question

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Assign a Max Score value
• Click 'Save' or 'Save and New'

Create a Yes/No Question

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Assign a Score value
• Toggle to activate and additional Text Answer option
• Click 'Save' or 'Save and New'

Create a Yes/No with Answers Question

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Question Options: Single Select or Multiselect
  
  
• Click 'Save' or 'Save and New'
• Answers are added inline in the Template for Single Select and MultiSelect options
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• QUESTION OPTIONS
  Image Added
• If toggled to Multi Select
  • Choosing 'Scored Per Answer' will assign individual score per individual answers
    Image Added
    
    

OR

• If Toggled to Shared Score
  • Choosing Shared Score will assign a single score regardless of how many answers are selected.
    Image Added

Create Answers Question

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Question Options: Single Select or Multiselect
• Click 'Save' or 'Save and New'
  
  
• Answers are added inline in the Template for Single Select and MultiSelect options
  Image Added

• QUESTION OPTIONS
  Image Added
• If toggled to Multi Select
  • Choosing 'Scored Per Answer' will assign multiple individual scores per individual answers
    Image Added
    
    

OR

• If Toggled to Shared Score
  • Choosing Shared Score will assign a single score regardless of how many answers are selected.
    Image Added

Create Field Question

Field Questions allow data to propagate to and from the Opportunity Object and the Scorecard Question. Users select answer/s from the provided options based on the selected Opportunity field.

Available Field Types: Picklist, Multi-Picklist, Lookup, Date, Text, Long Text, URL, Phone, Email, Currency, Number, Percent. 

• These fields connect to Custom fields or some Standard Fields from the Opportunity Object. 

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Note: Some 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 Fields: TotalOpportunityQuantity, Probability

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

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

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• Based on the selected question, choose if the answer will be Multi SelectImage Removed or Single SelectImage Removed, with or without Text Answer or other options presented
• Add the Score
• Save

Example: Creating a Contact Tracking Question

The Contact Tracking question will require the User to  identify and add one or more Contacts to the Scorecard Question for a required Role, Decision Status and/or Support Status

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• Enter Question Text in 'Title'
• Select Category
• Add optional Code
• Set the Max Score
• Set the Target Count
• Select Attribute (Based on your Org settings)
• Select Value
• Save

After Selecting Options Image Removed, additional selections will be made based on your Organization's Settings.

The following are examples and may not match your settings.

Attributes:

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If you choose Role, select the values present in your organization

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If you choose Decision Status, select the values present in your organization:

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If you choose Support Status, select the values present in your organization:

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• Click Apply

Result in the template:

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Example of the answered Question in the Scorecard:

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Create Opportunity Field Question

Opportunity Field Questions allow data to propagate from the Opportunity to the question. Users select answer/s from the provided answers based on the selected Opportunity field.

Available Field Types: Picklist, Multi-Picklist, Lookup, Date, Text, Long Text, URL, Phone, Email, Currency, Number, Percent. 

• These fields connect to Custom fields or some Standard Fields from the Opportunity Object. 

Image Removed

Note: Some 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 Fields: TotalOpportunityQuantity, Probability

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

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

Image Removed

• Click Image Removed button.
• Select the question type from the modal
• Enter Question Text in 'Title'
• Select Category
• Add optional Code
• Set the Max Score
• Toggle 'Text Answer' to allow for an additional Text Answer
• Select the 'Field Type'
• Select the Field. 
  • Available Fields will depend on your Org set up.

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Example:

Creating the Question in the template:

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Result - User view in Scorecard: 

Unanswered Question:

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Answer Question Modal:

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Answered Question: 

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Add Answer into the Question

For created questions with single- or multi select answers you can define the answers from which users can select. 

• Click Add Answer button by the question

         Image Removed

• Enter the answer
• Select a color (colors can easily identify answer score)
• Mark the checkbox Text Answer if you want users to add free text for relevant answers
• Set the answer score and saveImage Removed 

         Image Removed

Category and Question Sync settings

Category and Question Sync settings enable synchronization of data from the scorecard template with fields from the Opportunity or ClosePlan.

Scorecard Categories and Questions Sync will show % Score or Score in points. 

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 Image Removed icon

          Image Removed

• Select Target Object - the object where you created the category fields (Opportunity or ClosePlan)
• From Score % Field or Score Points Field select the created category field. The values must match.
  • e.g. If you are setting sync for Metrics scorecard category in %, the field created for Metrics category as percent type must be selected.

          Image Removed

• Save
• Repeat steps to set sync for other categories 

Result on the Opportunity Layout:

          Image Removed

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 Image Removed icon

         Image Removed

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

         Image Removed

• 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. 

         Image Removed

• 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
  • the question or answers change over time.
• QUESTION OPTIONS:
  • Score - Assign a score value
  • Text Answer - Add an optional Text Field to the Question
• Click 'Save' or 'Save and New'
• FIELD CONFIGURATION
  • Select the 'Field Type'
  • Select the Field. 
    • Available Fields will depend on your Org set up.

Image Added

Example:

Creating the Question in the template:

Image Added

Result - User view in Scorecard: 

Unanswered Question:

Image Added

Answer Question Modal:

Image Added

Answered Question: 

Image Added

Create Contact Tracking Question

The Contact Tracking question will require the User to identify and add one or more Contacts to the Scorecard Question for a required Role, Decision Status and/or Support Status

Image Added

• Enter your Question text in 'Title'
• Select the Category (if you have created Scorecard Categories in the General settings)
• Add an optional code. 
  • Code allows Admins to refer to questions by a code. 
  • Codes can reference that specific question even if the question or answers change over time.
• QUESTION OPTIONS:
  • Assign Max Score - Assign a maximum score value
  • Select Target Count - indicates the number of Contacts preferred
  • Select Attribute - (Based on your Org settings)
  • Select Value - Indicate the Role Value
• Click 'Save' or 'Save and New'

After Selecting Options Image Added, additional selections will be made based on your Organization's Settings.

The following are examples and may not match your settings.

Attributes:

Image Added

If you choose Role, select the values present in your organization

Image Added

If you choose Decision Status, select the values present in your organization:

Image Added

If you choose Support Status, select the values present in your organization:

Image Added

• Click Apply

Result in the template:

Image Added

Example of the answered Question in the Scorecard:

Image Added

Add Answer into the Question

For created questions with single- or multi select answers you can define the answers from which users can select. 

• Click Add Answer button by the question

         Image Added

• Enter the answer
• Select a color (colors can easily identify answer score)
• Mark the checkbox Text Answer if you want users to add free text for relevant answers
• Set the answer score and saveImage Added 

         Image Added

Category and Question Sync settings

Category and Question Sync settings enable synchronization of data from the scorecard template with fields from the Opportunity or ClosePlan.

Scorecard Categories and Questions Sync will show % Score or Score in points. 

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 Image Added icon

          Image Added

• Select Target Object - the object where you created the category fields (Opportunity or ClosePlan)
• From Score % Field or Score Points Field select the created category field. The values must match.
  • e.g. If you are setting sync for Metrics scorecard category in %, the field created for Metrics category as percent type must be selected.

          Image Added

• Save
• Repeat steps to set sync for other categories 

Result on the Opportunity Layout:

          Image Added

Question Sync setting

Single Question Sync to Field

• 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 Image Added icon

         Image Added

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

         Image Added

• 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 on the relevant Object
    • ClosePlan Object
    • Opportunity Object

Example:

         Image Added

Field Definitions:

Image Added

• 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 % 
• Available Answers:
  • 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

Multiple Question Sync to Field

Sync multiple questions to a single Field on the ClosePlan or Opportunity Object for a composite % score.

To sync multiple questions to a single field:

• Create a Percentage type Field on the desired Object (ClosePlan Object or Opportunity Object)
  Example: 
  Image Added
  

Step 1

• 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 Image Added icon
  Image Added
  
  
• In the modal, select the relevant Object
• In the Score % Field select the relevant FieldImage Added
  
  
  Image Added
• Click Save
  
  

Step 2

• Open the next question that will be part of this composite percentage score
• Click the Question Sync settings Image Added icon
  Image Added
  
  
• In the modal, select the relevant Object
• In the Score % Field select the relevant Field
  Image Added
  
  
• The modal now shows that 2 questions are synced and that an average % will be generated.
• Select additional questions to sync as needed

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: 

...