1. Go to the Scorecard Builder tab
6. Select the person who should get credit for this Metric. Is it the creator of the record, or is it the person the record is assigned to (owner)? Sometimes this is the same person.
- Click Create New Condition to set this filter criteria for your Metric.
7. Are there additional criteria that MUST be met in order to get credit for these logged calls?
- The Field drop-down will display every field that is currently available on the object you picked in the second step.
- Pick the field name, select a comparator, and then fill in the final comparator field accordingly.
Example: I only want logged calls where the Type is “Call”. Select Type as the field, equals as the comparator, and Call as the picklist value.
You can add as many or as few conditions as you need on each Metric in order to ensure it matches your KPI criteria. Contact your Salesforce System Admin if you’re having trouble locating a field name or value.
8. Select how the score should be calculated.
Pro-Tip: Sum and Count are most commonly used.
Sum = add up some number or currency field on each of the records that match the Metric’s criteria. Example: Sum up the Closed Won Opportunity Amounts to display a total value in Scorecard for something like Closed Deals or Percent to Quota for the quarter (you will be prompted to pick the field that should be summed up, and then the display method (Number or Currency)).
Count = simply count the number of records in Salesforce that meet this Metric’s criteria.
9. Select the time frame that will display on the progress bar for this Scorecard Metric.
Pro-Tip: pick the option that matches any reports you currently run for this Metric. If you look at how many calls your team is logging Daily, then select that option. If you only have a target goal that they need to reach Weekly, then select Weekly.
Note: Scorecard offers alternate view options to look at data in the past. So if you select Weekly as your timeframe, Scorecard will allow you to toggle to view the past month and quarter. You will not be able to drill into a specific day, though. If you select Daily as your timeframe, you can toggle views to look at the past week, month, and quarter.
10. If you select Weekly, Monthly, or Quarterly as the time frame, you will have the option to use pacing for this metric. Click here to learn more about pacing!
Note: Pacing allows you to see if you are on-track, under-performing, or over-performing towards your goal.
Example: You have a metric based on monthly call logs. Your goal for the month is 500, but you're only at 200 three weeks in, so pacing will tell you how many calls you need to make to get back on track and hit your goal!
11. Finally, enter a description that explains the characteristics of this Metric. If this Metric was purpose-built for your team only, you may want to list the name of your team or division in the description field.
12. Once all required fields have been completed, the Save Changes checkmark will appear at the bottom left of the page. Click the blue checkmark and wait for it to turn green. Once the save has completed, click “Back to Metrics” on the bottom right side of the page.
You can create up to 4 Metrics per profile. Follow steps 1-11 again to create another Metric to track for your team.
Once you’ve finished building Metrics, the final step is to create your Scorecard Profile, which connects your Users (team members in Salesforce) to those Metrics, and allows you to set your the manager and user goals. Click the "Metrics" tab again to fold that section up, and the Profiles tab will display.