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.

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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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