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How to build Scorecard Metrics and Profiles

Metrics

1. Go to the Scorecard Builder tab
2. From the Builder Dashboard, click Metrics
3. Click Build New Metric
4. Fill in text in the Name this metric field
5. Select the Salesforce Object in the What type of record is this? field. If you would like to use a Custom Object in Scorecard, please follow this guide
6. Select the date field that is being pulled from the object in step 5 for the Which date should we use? field. Since Scorecard is query based, it will display the records where the field that you select here matches the timeframe that you have selected in step 8.
 

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. 


7. Are there additional criteria that MUST be met in order to get credit for these logged calls?
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- Click Create New Condition to set this filter criteria for your Metric.
- 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.
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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.
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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!User-added image
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.
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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. 
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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.
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Building a Profile


1. Click the Profiles tab, and Build New Profile.
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2. Name your profile in the same way you’d refer to your team internally. 
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Note: The Enter a simple description field is required.
Note: 
Ignore the Build a report button for now -- you cannot build reports until you finish setting up your Scorecard and have given the system some time to accumulate data

3. Click Metrics and scroll through the list of “cards” that will appear. Each card represents a Metric you or another one of your Scorecard Managers have already built.User-added image

4. After clicking the plus sign on the bottom right corner of the “card” that you want to add, you now have the ability to set the goals you want your team to achieve. User-added image
Example: My team consists of two individuals, and I want to see them making 10 calls a day. I put in “10” in the quota field. If they make at least 5 calls a day, we can still reach our target for the year, so I put “5” in the min field. I’m fine with my team going above and beyond, and making more than 10 calls a day, so I put in “15” in the max field. This max field is important because I don't want them spending *too much* time on calls and neglecting other tasks.

5. 
After entering the user-specific values, the Manager values must be populated.
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Note: Since this Scorecard will be used by two people, the manager will see the overall macro view of their total performance. So for manager min, simply double the number in user min field. Since I have two users, I multiply 5 and 2 to get 10. If this scorecard had 4 users, I would multiply 5 and 4 to get 20. I do the exact same thing for the other two fields.
Pro-Tip: Your manager goals are not always users multiplied by the individual goals... sometimes you anticipate that users will exceed their targets, and some won’t reach them. Based on that anticipation, you can set the manager goals however you wish.

6. Now, click the Users section. It is right below the Metrics section. You can browse users by name, profile, role, or title. 
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Pro-Tip: If you can't find who you're looking for, they may not have a Scorecard permission set assigned. Uncheck the “Show users with LevelEleven permission sets only”. And then inform your Salesforce System Admin that they need to follow THESE INSTRUCTIONS to give a permission set to that user.

7. If using the name filter, start typing a person’s name in the Browse Users search bar to the right and click the enter button on your keyboard.User-added image

8. Once you see the user, click the checkbox to the left of his/her name AND click the plus icon on the top right corner to add them.
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9. You will then see them disappear and be moved to the “assigned (_)” tab. 
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Note: This is where you can view all of your users in this specific profile. This is also where you can remove them. 

10. To remove a user, simply check the box next to their name and click the “X” button on the top right.
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Pro-Tip: When browsing users, make sure to remove the filter for the previous person that you searched. For example, you can see that I just searched for Tyrion, but he doesn’t appear. That is because my previous search filter for Jaime is still on. I simply need to click the “X” next to “name: Jaime”
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11. Are there any users that have specific, defined goals assigned to them? You can set them in the Personal Targets section. 
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Pro-Tip: To learn more about Personal Targets, please click here!

12. 
Now that you’ve added your users, it is time to assign a Manager(s) to this profile. The process of adding/removing Managers as steps 6 - 11.
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13. Once you’re done, click the “Save button at the bottom and it will then change to Activate Profile. Click it again to launch the profile!
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You're all set! - This Profile is now active, and your Scorecard users will have access.

Viewing Scorecard in Salesforce


As a Scorecard Manager, navigate to the "Scorecard Manager" tab in Salesforce. Click "My Teams" and the name of your team will appear. Click the team name to view the metrics and stats for your team's Scorecard.

As a Scorecard User, navigate to the "Scorecard" tab in Salesforce. From here, you'll see your personal Scorecard as set by your Manager. 

Note that both Managers and Users can access Scorecard from the sidebar component on the left hand panel of Salesforce. Clicking into the name of your Profile (in the red tab at the top) will always take you to the main Scorecard page.

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