Scorecard Categories

Using Scorecard Categories

This section controls Deal Scorecard functionality. Scorecard Categories group Deal Scorecard questions together. These questions impact Deal Scorecard reporting and visualizations, and produce a score based on a specific focus area. 

Adding a question into a specific category is done from the Templates panel menu when you create a new Template with questions, or when you want to edit a Template in Draft mode.


Access

  • ClosePlan Admin tab > Scorecard Categories on the left panel menu

         

Create a Category

  • Click  button
  • Enter Category Name and optional Code
    •  Note: Code is determined for integration purposes, e.g. for Process Builder use to integrate the category in a report. 
  • Click  to save it

          

          

     

Edit a Category

  • Click on by the category
  • Rename the category or code and   save it.

         

Delete a Category

  • Click on  by the category and Confirm your step.