Scorecards help you define and track goals visually using one or more KPIs for a SuccessBLOC. Use these to ensure you are on track to achieve your goals and take corrective action when you are not meeting your targets.

Filter the scorecard

Anyone with access to the scorecard can leverage filters. Scorecard filters allow you to temporarily view the KPIs according to account ownership:

• All accounts on the team
• Accounts where you have an account assignment role 
• Other named user on the same team that has an account assignment role

Global admins can prevent users from filtering the scorecard by account ownership.

Edit the scorecard

Only global admins, collaborators, and the SuccessBLOC owner can edit the scorecard. When you click to edit the scorecard, the score card is in edit mode for the following actions:

• Add, edit, or delete goals
• Add, edit, or delete KPIs
• Move goals up or down
• Move KPIs left or right or to other goals

Visual types

Totango supports the following KPI visual types based on these segment objects:

1. Account
2. User*
3. Collection*
4. Touchpoint*

*These segments are available for numeric, percent, and pie types. Trend-based KPIs (line and bar) are not supported. For collection or touchpoint KPIs, you can only use a SuccessBLOC's existing segments. Create the segment you want to use before adding it to the KPI.

Numeric: Show a numeric visualization of a metric. Example, # of accounts in onboarding. Can also customize aggregation for CSAT and other numerical metrics (e.g., Average, Sum, Count, Median, Minimum, Maximum). Numeric KPIs round to the nearest value when an "Average" aggregation is applied, excluding CSAT metrics.
Percent: Calculate percentages using two metrics. Example, % of onboarding accounts at risk
Trend (bar/line): Show a trend for an account-level metric over a period of time. Example, monthly onboarding customers at risk or license utilization trend post onboarding. Not supported for user-level attributes. Trend line data is not real time. Today's data will reflect after the daily data aggregation job runs (i.e., midnight service timezone). Learn more about data processing schedules.
Pie: Show distribution of a metric across a segment. Example, onboarding accounts by stage. Supported for list, status/lifecycle, or text attribute types.
Health: Display health score distribution by dimension or contract value at risk. Requires multi-dimensional health

Add a KPI

For all metrics except for health, you can identify red and green thresholds, so that within the scorecard, you can quickly see what values are below or above your ideal target, and you can modify these over time. You’ll likely make ongoing tweaks to your scorecard as your program launches and scales.