Building Scorecards
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      Scorecards

      A scorecard is a canvas on which scorecard objects are built and presented

      A scorecard is a canvas on which scorecard objects (Results, Indicators, Programs, and Performance Measures) are placed. Scorecards allow you to create collections of similar information for reporting and presentations. After you've learned the basics, check out the Editing Scorecards article here to learn about making changes.

      Some things to remember:

      Only Results and Programs can be directly linked to a Scorecard. Indicators and Performance Measures appear on the Scorecard only through their relationship with the Results and Programs that are linked to the Scorecard.

      The available relationships that a Scorecard can have in Clear Impact Scorecard are as follows:

      • Result - The Scorecard/Result relationship causes the Result to be displayed on the related Scorecard. Any Indicators or nested Programs that are related to the Result will also be displayed on the Scorecard.If the Scorecard is shared on Partner Connect or has Embed enabled then the Result and its Indicators and nested Programs will also inherit those properties.
      • Program - The Scorecard/Program relationship causes the Program to be displayed on the related Scorecard.Any Performance Measures related to the Program will also be displayed on the Scorecard. If the Scorecard is shared on Partner Connect or has Embed enabled then the Program and its Performance Measures will also inherit those properties.
      scorecard overview[1]

      1. Header bar - The top header bar has a dropdown that allows you to jump between scorecards. You can use this feature from any page and will always be brought to the scorecard you select.

      2. Scorecard name - The name of the Scorecard appears at the top.

      3. Dashboard - The dashboard icon shows which scorecard you are currently looking at in Scorecard mode. Clicking on this icon will allow you to view this same set of information in a Strategy Map format or as a Gantt Chart.

      4. Scorecard slider - With a swipe, the Scorecard Slider changes what information is displayed on the scorecard. The default position displays Results, Indicators, Programs, Performance Measures and their data points. Sliding to the right shows more information while sliding to the left shows less information.

      5. Description - The Scorecard description appears below the slider. This description can be used to help users understand why this Scorecard was created and what information is displayed on it. Users can use color and pictures to enhance the description.

      6. Toolbar - The button toolbar gives you access to Export this scorecard into various formats, Embed, and Edit the scorecard.

      7. Divider - In this screenshot the blue divider bar with the text "Population Accountability" is known as a scorecard divider. Dividers are arbitrary items that do not contain any information of their own and can be added to any Result or Program on the Scorecard Builder. They are often used to separate and categorize Results and Programs but can also be placed between Results/Programs to show groupings of either.

      8. Results - Results display on the scorecard and can be identified by the "R" icon. Clicking on the Result name will open the Result Presentation view.

      Clicking on the R icon will open the Result options menu.

      9. Indicators - Indicators display on the scorecard and can be identified by the "I" icon. Clicking on the Indicator name will open the Indicator Presentation view (Turn the Curve View).

      Clicking on the I icon will open the Indicator options menu. Clicking on the "+" icon next to the Indicator name will open the additional details flyout that displays a graph, attached files, more data values, and links to open the notes.

      10. Graph - The measure flyout section can be opened for either Indicators or Performance Measures. From the flyout section you can click on the Related button to open disaggregated measures for this measure.

      If file attachments exist, they also display in line with the Related button in the flyout section. Below the graph a button for each note appears, clicking on these buttons will open the note in line on the scorecard.

      11. Dropdown menu - The icon dropdown menu opens for any object on the scorecard when the icon next to it is clicked. This menu gives you quick access to directly edit an object on the scorecard.

      For Indicators and Performance Measures the Add Data Values and Add to Favorites options also are available. All dropdown menu options are dependent on your user security settings.

      12. Nested Program - Nested Programs display indented on the scorecard and can be identified by the "P" icon. Nested Programs always display under the Result that they are related to. Clicking on the Program name will open the Program Presentation view. Clicking on the P icon will open the Program options menu.

      13. Program - Programs display on the scorecard and can be identified by the "P" icon. Clicking on the Program name will open the Program Presentation view.

      Clicking on the P icon will open the Program options menu.

      14. Performance Measure - Performance Measures display on the scorecard beneath any Programs and can be identified by the "PM" icon. Clicking on the Performance Measure name will open the Performance Measure Presentation view (Turn the Curve View).

      Clicking on the PM icon will open the Performance Measure options menu.

      15. Most Recent Period - The Most Recent Period column displays the time period for the corresponding Current Actual Value, Current Target Value, Current Trend and Baseline % Change. If the time period shown is a quarter then you know that the corresponding columns are for quarterly data and the same goes for months or years. Learn more about Scorecard Columns.

      16. Current Actual Value - The Current Actual Value column displays the Actual Value for a measure for the time period denoted in the Most Recent Period column. If a color band exists for the Actual Value it will display as the background color. Learn more about Scorecard Columns.

      17. Current Target Value - The Current Target Value column displays the Target Value for a measure for the time period denoted in the Most Recent Period column. Learn more about Scorecard Columns.

      18. Current Trend - The Current Trend column displays the current trend of the Actual Values for a measure. A green arrow indicates a good direction and a red arrow indicates a bad direction. The coloring of these arrows is determined by the polarity of the measure. The number next to the arrow indicates how many periods this trend has been continuing for. If the measure is quarterly then a 2 would mean that for two quarters the trend has been going in that direction. If the measure is annually a 2 would mean that for two years the trend has been going in that direction. Learn more about Scorecard Columns.

      19. Baseline % Change - The Baseline % Change column displays the % change of the actual value from the baseline period for the measure it is in line with. The baseline period is the first year that an actual value has been entered for if one has not been selected manually. Baseline % Change is defined by the following equation:

      • (Current Actual Value - First Entered Actual Value)/First Entered Actual Value

      A green arrow represents a good direction and a red arrow indicates a bad direction based on the measure's polarity setting. Learn more about Scorecard Columns.

      Create New Scorecard

      To create a new scorecard follow these steps:

      From the Scorecard list page

      1. Click on the Scorecard main menu item.
      2. Click on the Scorecards sub menu item.
      3. Click the green Add New button.
      4. Enter the information for the new scorecard.
      5. Click Save.

      Edit a Scorecard

      To edit a scorecard follow these steps:

      While viewing a Scorecard

      1. Navigate to the Scorecard you would like to edit and view it.
      2. In the top right corner of the Scorecard click grey gears icon.
      3. Enter the information for the Scorecard.
      4. Click Save.

      From the Scorecard list page

      1. Click on the Scorecard main menu item.
      2. Click on the Scorecards sub menu item.
      3. Search for the Scorecard you would like to edit.
      4. Click the Edit button next to the Scorecard.
      5. Enter the information for the Scorecard.
      6. Click Save.

      Delete a Scorecard

      Note - Deleting a scorecard does not delete the scorecard objects that are linked to it. The relationships with these objects are severed when the scorecard is deleted. You cannot delete a scorecard if it has child scorecards associated to it. You must first delete or remove the child scorecards before continuing.

      To delete a scorecard follow these steps:

      From the Scorecard list page

      1. Click on the Scorecard Objects main menu item.
      2. Click on the Scorecards sub menu item.
      3. Search for the Scorecard you would like to delete.
      4. Click the Delete button next to the Scorecard.
      5. Click Delete.