Prerequisites
You must be a SalesScreen company administrator to create Scorecards.
Step 1: Open Scorecards
In the left‑hand navigation bar, click Scorecards.
If you haven’t set up any Scorecards yet, click Getting Started.
If Scorecards already exist, click the right‑aligned Edit Scorecards button.
This opens the Scorecard settings where you can define your objectives.
Step 2: Configure your objectives
In Scorecard Settings, you can define your primary (and optional secondary) objective.
For each objective, you can configure:
Name – What the objective is called (for example, “Quarterly Sales Scorecard”).
Period – Choose Weekly, Monthly, or Quarterly.
Example: Primary objective = Quarterly revenue
Example: Secondary objective = Pipeline created this quarter
Privacy – Choose whether the Scorecard is:
Public – Visible to everyone
Private – Each member only sees their own Scorecard
Hidden – Only admins can see the Scorecard
You can set up more than one objective to reflect both outcome and activity focus.
Step 3: Add activities to track
Next, add the activities that contribute toward your objectives.
Select which activity to track (for example, Calls, Leads quantity, Offer value).
Decide whether it should track Quantity, Value, or another metric type.
These activities form the building blocks of your Scorecard.
Step 4: Set benchmarks and weights
Once your activities are added, define how they are measured.
For each activity, you can:
Set a Benchmark – the target value you want users or teams to reach.
You can enter your own benchmark or let SalesScreen generate one based on the previous period.
Assign a Weight – how important that activity is to the overall objective.
As users progress toward the benchmark for each metric, they earn points based on the weight.
The total weight of all activities must equal 100%. If the sum is not 100%, you will not be able to save the Scorecard.
When you are satisfied with the setup, click Save.
Step 5: View your Scorecards
When everything is configured:
Click Scorecards in the left‑hand navigation again to see:
All Scorecards you’ve created
Team Scorecards
Individual Scorecards
You can return to Edit Scorecards at any time to adjust objectives, activities, benchmarks, or weights.