This article intends to show you how to monitor the performance of your surveys.
In this article
Once a scorecard survey has been closed, there are three areas where the collected data can be viewed:
This quadrant displays the results from the most recent survey time period for a specific Scorecard. It charts the suppliers based on their Contract Spend (Y-axis) and their survey Performance (X-axis).
This can be found by going to the Dashboard tab within the chosen scorecard.
You can view the performance breakdown for the Primary Dimensions for a particular supplier by clicking on the supplier within the Quadrant.
Supplier Scorecard Dashboard
Any supplier that has been included within a closed Scorecard will now have a Supplier Dashboard tab added to their Supplier area as shown below.
You can find this by going to Suppliers > Click on a Supplier > Dashboard Tab
This dashboard provides a visual representation of a supplier's:
- Current overall performance
- Full historical performance
- Current performance within the Primary Dimensions
NOTE: The default Scorecard shown within these widgets is alphabetical, but you can change the scorecard in each one by clicking in the Scorecard name in the top right of each widget.
Using the Export button on the Scorecard Data tab you can download a CSV File of all historical data collected from all Surveys within the chosen Scorecard. This provides you with the ability to analyse externally and present your Scorecard Survey data using your preferred application.
Data Table View
You can also view a more detailed breakdown of any closed surveys by clicking on the surveys time period here on the ‘Data’ tab:
This page provides a much more in depth view of the captured survey data and the corresponding results.
Supplier List Page
You can also configure your Supplier List page 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 go to your Supplier List page and click on configure column in the top right of the page. In the pop check the 'Supplier Score' item and drag and drop it to adjust its position.