Overview
The Score Card allows users to track their progress against the targets set by Administrators.
It provides a clear visual representation of how close you are to achieving your goals, helping you stay focused and motivated.
If you are an Administrator and are unsure how to set up targets for users, please refer to the article:
Score Card: How to Add Targets for a User
What is Score Card?
Score Cards allow Administrators to create tracking targets based on user activity in Wingmate.
Each target consists of the following components:
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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 See Your Score Card?
Step 1: Open Pipeline Analytics
Go to Analytics from the menu.
Click Pipeline Analytics.
Step 2: Open the Score Card Dashboard
From the Pipeline Analytics page, click on Score Card.
The Score Card dashboard loads.
Step 3: Select a User
Use the User dropdown list to select a user.
Alternatively, type the user’s name into the search bar to quickly find them.
Step 4: Review Score Card Progress
View the bar charts displayed for the selected user.
Each bar represents progress toward a specific target.
How to read the bar chart:
Denominator: The target amount that was set (goal).
Numerator: The number of completed actions.
The bar fills as progress is made toward the target.
This allows you to quickly see how close the user is to achieving each goal.
Tips & Best Practices
Use the Score Card regularly to stay aware of your progress and adjust your workflow if needed.
If you do not see any targets, confirm with your administrator that Score Card tracking has been enabled and targets have been assigned to you.
Reviewing Score Cards frequently can help identify areas where additional focus or support may be needed.