Group Dashboard and Scorecard Calculations

Group Scorecard Example

Here is an example of a Team, Quaint Donkeys, with a daily Activity Score of 75.

The Quaint Donkeys Team has 6 members. The view below can be found by clicking the Members button.

Each member of the team belongs to a separate Role (job function), and as a result has a different Scorecard.

On the Team's Scorecard, the Metric "Dreamforce Appointments" is listed with a Target value of 8.

The current progress is 4 out of 8, but where does the values 4 and 8 come from?

Where do Scorecard Values come from?

Group Scorecards are not customizable themselves, but will be a direct reflection of the Metrics, Targets, and Weights that each respective User of the Group has been assigned.

For example:

The Scorecard above has 4/8 Dreamforce Appointments. Two members of the Quaint Donkey's Team, Travis and Wes, have Dreamforce Appointments as an activity Metric on their Role's Scorecard. Travis and Wes will be the only Users who contribute to the Dreamforce Appointments number on the team.

Travis is in the Account Executive Role, whose Activity Score includes Dreamforce Appointments. The Account Executives daily Target for Dreamforce Appointments is 4.

Wes is in the Senior Account Executive Role, whose daily target for Dreamforce Appointments is also 4.

Since both Travis and Wes are in the Quaint Donkey's Team, their Target for Dreamforce Appointments will be added together.

(4 Dreamforce Appointments/Account Executive)*(1 Account Executive)

+

(4 Dreamforce Appointments/Senior Account Executive)*(1 Senior Account Executive)

= 8 Dreamforce Appointments for Quaint Donkeys

This is where the denominator value of 8 comes from for the Dreamforce Appointments activity metric section of the Scorecard.

Wes and Travis have only contributed 4 Dreamforce Appointments; therefore, the Metric attainment for Dreamforce Appointments is 4/8.

If there were more than two Users in the Quaint Donkey Group with the Dreamforce Appointments metric on their Scorecard, the target(the denominator, in this example is 8) would increase.

The number for the Dreamforce Appointments metric on the Activity Score will be different than the Metrics tab.

Why do the Scorecard values differ from the Metrics Tab and Analytics?

Group Dashboards also have a Metrics Tab that will showcase values for all of your organization's Metrics. The Metrics Tab viewed under a Group Dashboard, such as the Quaint Donkeys, will show the total value for each User within the Group, regardless of their Scorecard setup.

For Example:

Stevie is in the Customer Support Role, which does not include the Dreamforce Appointments metric.

Since the Dreamforce Appointments metric is not included in Stevie's Activity Score, his contributions to Dreamforce Appointments will not roll-up to the Quaint Donkey's Team score.

However, if you look at the total Dreamforce Appointments for the Quaint Donkeys, Stevie's Dreamforce Appointments metric values will be counted. 

How are the Points Calculated?

Now that we understand the Scorecard value ratio, we need to understand where the points come into play.

In the example below, the Quaint Donkeys have gained 10 points from the Dreamforce Appointments activity metric.

Click  to see how the point values are calculated via the Score Breakdown shown below.

The point values are calculated by multiplying Units Reached by Unit Worth; where, Units Reached are the total Metrics contributed and Unit Worth is calculated based on how many Users have the Metric on their Scorecard, the weights associated with that particular metric, and who has contributed to the metric for the day.