Ambition Scorecard Setup
- You have defined the single Group Type that Scorecards will utilize.
- You have created Groups and filled them with the appropriate Users.
- You have created Metrics.
1. Open the left navigation and click Administration > Scorecards.
2. Select the Role, or appropriate Group Type, that you wish to score from the drop down menu.
Note: If you're needing to update the Group Type that Scorecards are built off of, you can make the change by updating the Group to Score.
3. Establish Activities by adding Metrics, setting Benchmarks, and assigning Weights.
Don't see metrics? You will need to setup data integrations and build metrics first!
Did you build metrics but still don't see them? Make sure your integration isn't in Sandbox mode.
4. Establish Objectives by adding Metrics, setting Benchmarks, and assigning Weights.
5.Click the green Saves Scores button. Confirm that you understand the changes being made will result in Scores being recomputed.