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.

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

6. Questions and Answers:

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

- 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.
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)
- 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.

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.
- Remove an answer.

Scorecard question types

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

Question Mode List

If your question Mode list does not have all available choices, then your organization may be missing some question Mode types. Please have your Salesforce Admin add the Question types manually here: LINK

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

Create Questions

Click button.

Enter your Question text
Select the Category (if you have created Scorecard Categories in the General settings)
From Mode select the type of the question
Based on the selected question, choose if the answer will be Multi Select or Single Select, with or without Text Answer or other options presented
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

Enter Question Text
Select Category
Select Mode (In this example, we will select Contact Tracking)
Select Options (See additional screenshots)
Assign Max Score
Save

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

The following are examples and may not match your settings.

With this step, you are adding a contact to the Scorecard Question that identifies a required Role/Decision Status/Support Status

Select the Target Count and the Attribute

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

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

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

Click Apply

Result in the template:

Example of the answered Question in the Scorecard:

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.

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.

Click button.
Enter the question name > select the Category (if you have created Scorecard Categories in the General settings)
Select Opportunity Field from Mode
Click Edit Fields button and select the correct Field Type and Field
Click Add Field button to add more fields (you can add max. 4 Fields)
Fields can be reordered or deleted
Click Apply to save it
Set Score > To permit users to answer with a text answer, toggle the Text Answer button
Save

Example:

Creating the Question in the template:

Result - User view in Scorecard:

Unanswered Question:

Answered Question:

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

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 save

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 icon

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.

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

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

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.

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
	Yes/No free Text-Answer option		Primary Value Field - single picklist (yes/no) Secondary Value Field - text Score Field - number Score % Field - percent