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      Monitor and Visualise Vendor Scorecard Performance

      This article covers how to monitor the performance of your surveys.

      Estimated Read Time: 4 Minutes

      Sections in this article:

      Once a scorecard survey has closed, you can view the data collected in various places throughout Gatekeeper. The sections below outline the ways that you can monitor your vendors' Scorecard performance.

      Performance Quadrant

      This quadrant displays the results from the most recent survey time period for a specific Scorecard. It charts the vendors based on their Contract Spend (Y-axis) and their survey Performance (X-axis).

      To view the performance quadrant:

      1. From the navigation menu, click Scorecards.
      2. Click on the relevant scorecard and navigate to the Dashboard tab.
      Screenshot 2019-04-29 at 15.31.57-1
      You can view the performance breakdown for the Primary Dimensions for a particular vendor by clicking on their name within the Quadrant.
      Screenshot 2019-04-29 at 15.55.47

       

      Vendor Scorecard Dashboard

      Any vendor that has been included within a closed Scorecard will now have a Vendor Dashboard tab added to their record.

      To view this:

      1. From the navigation menu, click Vendors.
      2. Search for and click on the name of the relevant vendor.
      3. Navigate to the Dashboard tab.

      This dashboard provides a visual representation of a vendor's:

      • Current overall performance
      • Full historical performance
      • Current performance within the Primary Dimensions

      Note: By default, the Scorecard displayed in these widgets is the first in alphabetical order. However, you can change the Scorecard for each widget by clicking its name in the top right corner.

      Screenshot 2019-04-29 at 15.28.29-1

      CSV Export

      You can download a CSV File of historical data collected from all surveys within a Scorecard. This allows you to analyse and present the data externally. To do this:

      1. From the navigation menu, click Scorecards.
      2. Click on the relevant scorecard and navigate to the Data tab.
      3. Click Export then select CSV Export.

      Note: The CSV export contain the following:

      • Survey Period
      • Vendor Name and Score
      • Primary Dimension Title and Score
      • Sub-dimension Title, Description, Score, User, and User Comment
      If the survey contains dropdown list sub-dimensions, the labels for each dropdown option will not be included in the export. 

      Data Table View

      You can view a detailed breakdown of any closed surveys by clicking on the surveys time period from the Data tab:

      Screenshot 2019-04-29 at 16.11.42
      This displays a more in depth view of the captured survey data and the corresponding results:
      Screenshot 2019-04-29 at 16.11.23

       

      Vendor List

      You can also configure the Vendor List to display a column that captures the latest Scorecard Survey. The score that appears will be from the latest closed survey from the Scorecard that is highest alphabetically. For example, if you have more than one scorecard (Scorecard A and Scorecard B) then the score from Scorecard A will appear in the column.

      To do this: 

      1. From the navigation menu, click Vendors.
      2. Click the Configure Columns icon
      3. Select the Vendor Score checkbox then click Save.

      Additional Reading