Viewing and editing Scorecards

Maintaining successful client relationships requires periodic review of Scorecards to ensure clients act on previous recommendations. This article helps navigate viewing and editing Scorecards, ensuring changes are applied correctly.

Ensuring correct Scorecard edits

Whether you are working on a new Scorecard or updating an existing one, loading the desired Scorecard before making any edits is crucial. This habit prevents the frustration of having to move work between different Scorecards.

Creating a new Scorecard

Using the New Scorecard button in the Scorecard editor toolbar enables you to create a new scorecard.

Opening past Scorecards

To edit a Scorecard that hasn't been presented to a client yet, follow these steps:

  1. Select a Client: Choose the client you want to work with from the Client console.
  2. Access the Scorecard: Go to the Scorecard menu within the client's dashboard.
  3. Open the desired Scorecard: Click the Open dropdown box and select the relevant date-stamped Scorecard.
    1. The loaded scorecard becomes the current view.

Important Consideration:

Scorecards initially configured with four items based on key insights are not automatically updated from when the previous Scorecard was created. If you accidentally add items to an older Scorecard, you must move your work to the current Scorecard manually.

If any edits are made to a past scorecard that has already been presented to a client, then that Scorecard is out of sync with the previously presented Scorecard.

Updating automatically generated scorecard items

If you are preparing a Scorecard well in advance of a meeting, it’s possible the auto-generated items can become outdated. Here’s how to ensure your Scorecard items are up-to-date:

  1. Update Scorecard Items:
    1. On each relevant Scorecard item, click the Get Info from Insights icon.
    2. On the confirmation prompt, click Update now.
  2. Note on Custom Descriptions:
    1. Any customized text in the Current situation or the Recommended action fields will be replaced when you update a Scorecard item. Copy and store your customized descriptions before updating them to prevent data loss. See Elements of a Scorecard item for additional information.
  3. Example of Updated Scorecard:
    1. After updating, you might notice changes such as fewer workstations considered to have reached the end of their useful life or a reduction in workstations covered under warranty.
      1. Seven fewer workstations are considered to have reached the end of their useful life bringing the total to 129.

      2. Eleven workstations have been removed from the Workstation Warranty Coverage Scorecard item lowering the total to 89.

It is not possible to revert the updates made to the automatically generated Scorecard items.

Additional articles to read