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Track Performance with Partner Scorecard

Channel account managers can measure partner users’ performances and establish benchmarks for their channel programs using partner scorecards. You can customize partner scorecards to display any report summary results that your channel account manager or executive team wants to see. Add multiple scorecards to track more than one category. Partner scorecards are available in Lightning Bolt Solutions.

Required Editions

Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To manage scorecards:

Create, Edit, and Delete on Accounts

AND

Create, Edit, and Delete on Reports

AND

Create, Edit, and Delete on Scorecards
To view scorecards:

Read on Accounts

AND

Read on Reports

AND

Read on Scorecards
To view scorecard metrics: Run Reports

Partner scorecards are only available with Partner Community licenses. If you don’t have access to scorecards, contact Salesforce Customer Support to enable Manage Scorecards in your org.

Add the “View scorecard” action to the account layout to display the scorecard directly on the account. Each scorecard displays admin-defined metrics that monitor partner performance. You can organize metrics into different categories, such as sales, marketing, and support. When you select the category you want each metric to belong to, the metrics sort into different tabs on your scorecard. Scorecards are built on top of Salesforce reports.

  1. Go to Scorecards, and click New.
  2. From Setup, enter Scorecard Metric and select Fields, to enter categories that you need and are not already included.
  3. Go back to your scorecard and add metrics to it. Assign metrics to categories if you want to group them by KPIs.
  4. Associate your scorecard with a program, level, or partner account. Once you’ve associated your scorecard with a program, level, or partner account, you can view the scorecard from that account. If you’ve organize different scorecards into tabs, you can click the tab to see the scorecard metrics associated with that category.
Example
Example Partner Scorecard for Sales
Partner Scorecard
Note
Note Metrics are pulled from summary reports. You must have access to the reports you want to associate with scorecards. Scorecard associations are permanently deleted when an account is disabled.

See Configure Reports for Partner Scorecard for more information about setting up metrics for scorecards.

See Also