Group Scorecard Calculations
Dashboard Drill-down Coming Soon!
Ability to drill down into specific user's metric values on a Scorecard is entering an Early Access Program H2 2022. Dashboard Drill-down will be turned on at the Feature Flag level for Early Access Participants. The ability to drill down into scorecard metrics will not be available for all customers to enable until general release.
Group Dashboards are perfect for seeing how specific Teams, Locations, and other Groups in Ambition are performing.
Instead of having to view each individual User’s Dashboard, a look at a Group’s Dashboard can show collective progress.
Ambition compiles data from each User using weighted averages that take into account the varying Scorecards, Metrics, and Targets to generate a collective group score.
Group Scorecard Example
Here is an example of a Team, Quaint Donkeys, with a daily Activity Score of 48.4.
The Quaint Donkeys Team has 6 members. The view below can be found by clicking the Contributors and Managers 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 1 out of 8, but where does the values 1 and 8 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.
The Scorecard above has 1/8 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 Scorecard value 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 has contributed 1 Dreamforce Appointment; therefore, the Metric attainment for Dreamforce Appointments is 1/8.
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.
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.
David, Roberto, and Stevie are in roles whose Activity Score does not include the Dreamforce Appointments metric.
Since the Dreamforce Appointments metric is not included in their Activity Score, their contributions to Dreamforce Appointments will not roll-up to the Quaint Donkey's Team Activity Score.
However, if you look at the total Dreamforce Appointments for the Quaint Donkeys, David, Roberto, and 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.
The point values for Group Scorecards 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.
To view the exact points per unit, per Scorecard Role, consult a Role's Scorecard or view an individual's dashboard in the case of custom target overrides.
Senior Account Executive's Scorecard =
20 points per 1 Dreamforce Appointments.
0.25 points per Activity.
Wes's Scorecard, a member of the Senior Account Executives =
17.75 points/71 Activities = 0.25 per Activity.
20 points/1 Dreamforce Appointment = 20 points per Dreamforce Appointment.
What if Group Members aren't contributing Activity?
At the current time if Ambition does not receive any data associated to a User, their score of 0 will not be averaged into the group score.
Similar to the Benching/Out of Office system used in our Competition feature, if a user does not contribute activity, they will not negatively impact the team's score.
The image below shows a 7 person team where only 4 members have contributed activity.
51.5 + 52.5 + 35.8 + 60.2 = 200. 153/4 contributing team members = 50