Scorecard Manager View

Managers with the Manager permission for Scorecard can view the high-level results of all the scorecards for their assigned branch.

Scorecard permission and access is setup on the Setup > Manage Users > User Detail page and on the Setup > Manage Users > Scorecard Access page.

Administrators with the Executive permission for Scorecard can also drill down to this view.


Scorecard Manager view.

Use the Team or Individual option to drill down through organizations and review the scorecards of your assigned users. The default selection is Team. Select Individual to view your own scorecard based on your login credentials.

Tip: When a grid appears in the Scorecard pages, you can select Export icon. to export the grid contents to a .csv or Excel® file.