Documentation Manual
< All Topics<
Print

Business Scorecard

Posted
Updated
ByKirn

.

It helps to keep a record of Companies progress overtime of such entity such as goals and progress

.

How to access the Business scorecard:

.

1 Scroll down the sidebar access Dashboard > Business Scorecard

2 You will find the overview page

3 here, you get to the following feature

.

  Let Us check them in detail

Screenshot (145)

.

FIGURE 01.

.

Goals:

Progress:

Scorecard:

.

Goals:

.

Click on goals you will get to see the goals overview page

Screenshot (145)

                                                               FIGURE 02.

.

.

Goal: specific goals of companies

Manage: you can edit and delete goals with the help of the manage button

Create Goal:

.

Click on Create

Screenshot (146)

FIGURE 03.

.

●Here you will find the option to write a goal
●If you want to create click on create button
●If you want to cancel click on the cancel button

.

Show Entries

Here you can select the number of entries you want to show on one page

.

Search bar

Here you can search for a specific goal

.

Progress:

Click on progress.

The progress overview page is in front of you here you will get to see the following features regarding the progress

Screenshot (147)

Figure 04.

.

❖Goal: Specific goal of the company
❖Subject: Progress gain ground of the goal
❖Offices: Concerned office
❖Achievement: Performances of the company
❖Overall rating: How much rating to a specific goal is achieved
❖Start date: The starting date of the goal
❖End date: The end date of the goal
❖Reviewed: Is goal review or not
❖Completion progress: The percentage of goals completion progress
❖Manage: Manage to delete the goal

.

 Create:

.

Click on Create

You will see the following form

Screenshot (148)

FIGURE 05.

.

What is in the form?

.

◆Offices: select a specific office
◆Goal: Enter the particular goal you want to achieve
◆Stat date: Select the start date from here
◆End date: select the end date from here
◆Subject: goals subject
◆Target Achievement: set a specific target you want to achieve at end of goal completion
◆Description: add details about the goal
◆Create: if you want to create click on create
◆Cancel: if you want to discard click cancel

.

Scorecard:

.

Click on Scorecard you land on the Card overview page which has the following option

Screenshot (149)

FIGURE 06.

.

Offices: the concerned offices regarding core card

Added by: who added the core card

Overall Rating: the rating of core card

Created At: on which date it is created

.

Manage: click on manage you will get to see the following option

.

◆View details: this will help you to see the details of scorecard
◆Edit: you can edit the form by clicking on the edit option if you want to save change click on update and if you want to discard click on cancel
◆Delete: to remove the score card click on the delete option

.

How to create a scorecard:

.

◆Click on create,
◆The following page will pop up.

Screenshot (150)

FIGURE 07.

.

It has several options:

.

Offices: Enter office name.

Overall Rating: Set the overall rating of the scorecard.

Remarks: Enter additional information regarding the Scorecard.

.

Cancel: If you want to create a scorecard, click on create.

Create: If you want to cancel, click on cancel.

.

.

.

.

.

.

.

Content