The purpose of this article is to provide an overview of Scorecard versions & history and how they can be used effectively in Lifecycle Manager.
Keeping track of multiple Scorecards over time is essential in maintaining successful client relationships. Whenever you’re creating new Scorecards (assessments) for a client, it is important to be able to refer to previous Scorecards so that clients may be held accountable if they failed to act on previous recommendations.
The client's future approach can therefore be guided by past Scorecards, making it easier to refer back to previous meetings or topics you discussed.
Creating new Scorecards
There's a New Scorecard button in the Scorecard editor toolbar that enables you to create a new scorecard.
Click the New Scorecard button.
A new scorecard is automatically created and becomes the current view.
Scorecards initially configured with four items based on key insights (if applicable) are automatically updated from the previous Scorecard, so there is no need to find and update the relevant data manually.
Viewing current and past Scorecards
Under the Scorecard tab, click the Open dropdown box and select the relevant date-stamped Scorecard.
The loaded scorecard becomes the current view.
Scorecards initially configured with four items based on key insights are not automatically updated based on when the previous Scorecard was created. Note that if any edits are made to a past scorecard, then the Scorecard is out of sync with the Scorecard that was presented to the client.