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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

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 (most likely missing would be 'Rich Text' and 'Contact Tracking' type), then your organization may be missing some question Mode types.

Please have your Salesforce Admin add the Question types manually here: Add 'Rich Text' and 'Contact Tracking' Question Types Manually


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


Syncing information between Scorecard Answers and Fields on Objects for Reports.

When surfacing Answers in Scorecards, if an Answer is synced to a Field on an Object, only Field question types are bidirectional.

All other question types will only update Scorecard > Object when synced.

Create Questions

  • Click  button and select the question type in the modal

In the New Question modal:

  • 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 Select or Single Select, 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

  • 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 , additional selections will be made based on your Organization's Settings.

The following are examples and may not match your settings.

Attributes:


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 TypesPicklist, 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.
  • 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.

Example:

Creating the Question in the template:


Result - User view in Scorecard: 

Unanswered Question:

Answer Question Modal:

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


Syncing information between Scorecard Answers and Fields on Objects for Reports.

When surfacing Answers in Scorecards, if an answer is synced to a field on an Object, only Field question types are bidirectional.

All other question types will only update Scorecard > Object when synced.


Type of Question Sync settings

            

SignQuestion TypeSync 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



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: 


Result on the Opportunity Layout:

Metrics - Name of the scorecard category with the scoring in %

M - Name of the question and the selected answer showing the set value from picklist 

M - Score - Score for selected answer

M - Text Answer - Additional added text for the selected answer from the user

M - % Score - Question scoring in %




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