Track Activity and Performance with Scorecard Plans

Evaluate and monitor your valuable relationships through a scorecard plan

To Create a New Scorecard Plan:

  • You will first need to open the workspace you'd like to add a scorecard plan to.
  • Click "My Partners" from the navigation menu.
    • Note, if you have not linked your partner workspace to your My Partners view, you can access the workspace from the All Workspaces tab.
  • If you've already added partners, click the briefcase icon next to the partner you wish to create a scorecard plan for.  If you have not added partners yet, view our My Partners Getting Started Guide

  • Click "Business Plans"
  • Click  "New Business Plan" on the top right of your screen
  • Select "New scorecard plan"
  • Select the type of plan you would like to create and fill in the required fields.
  • Fill in the required fields and click "Next."

Tip: you can create scorecard templates to save time creating future scorecard plans. 

  • You'll be prompted to review the plans you are created. Once reviewed, click create.
  • Now, proceed with filling in the activities you would like to track in your plan. For example:
  • To add more lines to your scorecard plan, click "New objective" at the top of the page

3

    • Click "Save" when you are done.
    • When you add the actual values to your plan, you will also get the percentage achieved for each goal set, so you can make a better assessment of the target vs actual values in each row.

    7-1

     

    • Return to your scorecard plan on at least a quarterly basis to update your "actuals" for each quarter (i.e.: enter the amount sold per quarter or month depending on the planning interval you selected). Use your scorecard plan to facilitate quarterly reviews with your partners and establish/revise your plan for the next quarter. 

    Update an Existing Scorecard Plan

    • You will first need to open the workspace you'd like to add a sales plan to.
    • Click "My Partners" from the navigation menu.
      • Note, if you have not linked your partner workspace to your My Partners view, you can access the workspace from the All Workspaces tab.
    • Click the edit icon next to the sales plan you'd like to edit

    • Click "Business Plans"
    • Click the plan you would like to edit

    Change the Planning Interval (Monthly or Quarterly) of my plan

    • If you would like to change your planning interval from quarterly to monthly or vice versa, click the title of the plan to access the plan profile. 

      • Edit the planning interval and select how you would like the existing values in your plan reallocated.