Group Dashboards and Scorecards

Group Scorecard Example

Here is an example of a Team, Quaint Donkeys, with a daily Activity Score of 71.

The Quaint Donkeys Team has 6 members.

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 "Appointments Held" is listed with a Target value of 8.

The current progress is 3 out of 8, but where does the values 3 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 3/8 Appointments Held. Two members of the Quaint Donkey's Team, Travis and Wes, have Appointments Held as an activity Metric on their Role's Scorecard. Travis and Wes will be the only Users who contribute to the Appointment Held number on the team.

Travis is in the Account Executive Role, whose Activity Score includes Appointments Held and Activities. His Target for Appointments Held is 4 as seen in his Scorecard here:

While Wes is in the Senior Account Executive Role, whose target for Appointments Held also equals 4 which is shown here:

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

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

+

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

= 8 Appointments Held for Quaint Donkeys

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

Wes and Travis have only contributed 3 Appointments Held today; therefore, the Metric attainment for Appointments Held is 3/8.

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

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

Why do the Scorecard values differ from 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.

For Example:

Stevie is in the Customer Support Role, which does not include the Appointments Held Metric.

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

However, if you look at the total metrics for the Quaint Donkeys, Stevie's Appointments Held 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 9.2 points from the Appointments Held 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.