Creating a Scorecard

This article intends to walk you through the steps of creating a scorecard.

In this article:

• Creating a Scorecard
• Adding Primary Dimensions
• Adding Sub-Dimensions
• Adding Stakeholders
• Creating Scorecard Groups

Additional Reading

• An Introduction to Scorecards
• Starting a Scorecard Survey
• Monitoring and Visualising Supplier Scorecard Performance

Creating a Scorecard

First, navigate to the Scorecards area, click the ‘ADD’ button and choose ‘Scorecards’ from the dropdown menu.

 

Complete the required fields and click Save.

• Title: This is the Title of your Scorecard which will be displayed in all related areas in Gatekeeper as well as the associated surveys sent out.
• Description: This is the Description of the Scorecard and will also be displayed in the associated surveys sent out.
• Frequency: This is the time period in which the supplier is being scored as well as the frequency of the survey. You can choose from Monthly, Quarterly, Yearly.
• Target Suppliers: You can add as many suppliers as you wish. (you can later remove suppliers from the Scorecard if needed)

Adding Primary Dimensions

Primary Dimensions represent the main categories of your Scorecard. These Dimensions help to define the different areas of performance you wish to capture. It’s important to note that each Primary Dimension can be individually assigned to different stakeholders or Scorecard Groups so that they only receive Scorecard surveys relevant to their department or team.

To add a Primary Dimension:

• Go to the ‘Data’ tab of your scorecard.
• Click on the ‘ADD’ button.
• Provide a Title, Description and Weighting that you want to apply to that Dimension.
• Click Save.

 

Adding Sub-Dimensions

Sub-Dimensions represent the individual score data or survey questions you wish to capture within a Primary Dimension. These can be in the form of survey questions or a simple heading.

To add a Sub Dimension:

• Go to the ‘Data’ tab of your scorecard
• Click the ‘Add Sub-Dimension’ button within the Primary Dimension that you wish to add to.

Fill in the required Sub-Dimension fields:

• Label: This is the label or question describing the dimension (e.g How good is the Suppliers communication based on your experience?)
• Description: This is an additional long form description that can be added to the sub-dimension that will also be visible to the end stakeholder when completing the survey.
• Weight: This is the percentage weight you would like the Sub-Dimension to have (Note: all Sub-Dimensions in a single Primary Dimension should collectively add up to 100%)
• Type: This refers to the type of input you wish the user to see and use. You can choose from:
  • Percentage - The user enters a % number in a single field
  • Dropdown List - The user selects from a predefined dropdown list which you can configure to represent different percentage outcomes. See image below

• Comment Field: This allows for the addition of a comment field to the sub-dimension, giving users the option to add individual feedback when completing this part of the survey. 

• • • Disabled - There will be no comment field available when this option is selected
    • Enabled (Optional) - The comment field will be optional for all users
    • Enabled (Mandatory) - All users are required to add a comment

 

Cloning Sub-Dimensions

To help reduce the amount of configuration needed to build out your Scorecard you have the ability to Clone previously configured Sub-Dimensions. To Clone a Sub Dimension:

• Go to the ‘Data’ tab of your scorecard
• Click the ‘Clone Sub-Dimension’ button within the Primary Dimension that you wish to add to.

Fill in the required fields:

• Clone From: Choose the Sub-Dimension you wish to clone
• Label: Enter the new Label you wish to give your new Sub-Dimension
• Weight: Enter the new weight or leave it the same as the cloned sub-dimension

 

Adding Stakeholders

You will need to choose a stakeholder for each Primary Dimension. These are the users that will be responsible for completing the Scorecard Surveys for specific Primary Dimension and Suppliers when the survey is started. You can choose to assign the following as Primary Dimension Stakeholders:

1. User - They will be required to complete that survey Primary Dimension for all Suppliers linked to that Scorecard.
2. Group - This Scorecard Group of users will be required to complete that survey Primary Dimension for all Suppliers linked to that Scorecard. 
   Note: You must create a Scorecard Group first in order to see this option. Continue reading to see the steps to create a Scorecard Group.
3. Internal Supplier Owner - Only the Internal Supplier Owners (Set on each Supplier Page) will complete that survey Primary Dimension for the Suppliers that they are set as Internal Owner and that are linked to that Scorecard.

To add Stakeholders:

• Go to the ‘Data’ tab of your scorecard.
• Click on the ‘Edit’ button beside Stakeholder in the related Primary Dimension

 

 

Creating a Scorecard Group

Primary Dimensions can be assigned to Scorecard Groups so that only the relevant Teams or Departments in your Organisation are requested to complete the survey’s relating to them.

To create a Scorecard Group:

• Navigate to Settings > Users > Scorecard Groups > ADD Button
• Choose ’Scorecard User Group’ from the dropdown
• Choose a Title and add the Users to the group
• Note: To remove a user from a Scorecard Group you will need to go to that User’s Profile page and remove the Scorecard Group from their profile (Settings > Users > Click on the User)

Learn how to start a Scorecard Survey in this article - Starting a Scorecard Survey