Score Card: How to add or delete targets for a User

Overview

Score Card is Wingmate’s user tracking system that helps administrators set measurable goals for team members and track their performance over time.

With Score Card, administrators can define targets for individual users and track progress in real-time. Both administrators and team members can easily see whether targets are being met, making it a powerful tool for accountability, motivation, and performance management.

Admins can create multiple targets and configure them differently for each user at any time.

What is Score Card?

Score Card allows administrators to create tracking targets based on user activity in Wingmate.

Each target consists of the following components:

• Action / Item: The activity being tracked, such as:

  • Status Updates

  • Leads

  • Reminders

  • Comments

• Type: Each Action has its own list of Types that further define what is being monitored.

• Users: The specific users the target applies to.

• Target Amount: The number of actions a user is expected to complete within a defined time period.

By setting up Score Card targets, teams can clearly understand expectations and track progress against defined goals.

How to Add Targets for a User?

Step 1: Open Score Card Tracking

1. Go to Admin Console → Users → Score Card Tracking.

If the Score Card has not been enabled yet or no targets have been set up, please refer to:
Score Card: How to Enable Score Card and Set Your First Targets

Step 2: Set the Time Period and Save Date

1. Select a Time Period for tracking:

   • Daily

   • Weekly

   • Monthly

   • Quarterly

2. Select a Next Save Date, which tracking will reset on this date.

3. Click Save to apply the tracking period.

Step 3: Add a Tracking Target

1. Click the “+” icon.

2. A new row appears for configuration.

Step 4: Select a Target Action and Type

1. In the new row, choose an Action (e.g. Status Update, Lead, Reminder, Comment).

2. Select a Type associated with the chosen Action.

The available Types will update automatically based on the selected Action.

Step 5: Add Users

1. Click the Users dropdown.

2. Select one or more users to apply the target to.

3. You can also use the search bar to quickly find a user by name.

Step 6: Configure Targets for Each User

1. Use the arrow controls or manually enter a number to set the target amount.

2. Target values can be different for each user, even within the same tracking row.

Changes are applied immediately once entered.

How to Delete Targets for a User?

Step 1: Locate the Target

1. Go to Admin Console → Users → Score Card Tracking.

2. Locate the target you want to remove from the list.

Step 2: Delete the Target

1. Click the “–” icon next to the target.

2. A confirmation message appears asking you to confirm the deletion.

Step 3: Confirm Deletion

1. Click Yes on the confirmation pop-up.

2. The target is deleted immediately.

3. A notification message appears confirming the target has been successfully deleted.

Tips & Best Practices

• Start with realistic targets, review targets regularly, and adjust them based on performance trends.

• You can create multiple targets to track different activities for the same user.

• Deleting a target will permanently remove it from Score Card tracking.

• Consider reviewing historical performance before deleting a target, as deleted targets cannot be restored.