Using Scorecard Categories

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This section controls Deal Scorecard functionality. Scorecard Categories group Deal Scorecard questions together. These questions impact Deal Scorecard reporting and visualizations, and produce a score based on a specific focus area.

Adding a question into a specific category is done from the Templates panel menu when you create a new Template with questions, or when you want to edit a Template in Draft mode.

The Category must be created before you create a Template for the Scorecard deal.

Access

ClosePlan Admin tab > Scorecard Categories on the left panel menu

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Create a Category

Click button
Enter Category Name and optional Code
- Note: Code is determined for integration purposes, e.g. for Process Builder use to integrate the category in a report.
Click to save it

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Edit a Category

Click on by the category
Rename the category or code and save it.

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Delete a Category

Click on by the category and Confirm your step.

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Only unused Scorecard Categories can be deleted. If a category is in use, it must be entirely removed from active templates prior to being deleted.