---
schema_version: "1"
id: 10560642ef6fa4bc9d3476d93ae197634118b3644150318974c4726b947be59e
title: Track Performance with Partner Scorecard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_scorecard.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_scorecard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aa80c63593eb2396fe1d003979bda07c45fc63ac62b72db8df99526312d74d87
description: 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.
products:
  - Experiences
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d112295e48">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">To manage scorecards:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">
              <p>Create, Edit, and Delete on Accounts</p>
              <p>AND</p>
              <p>Create, Edit, and Delete on
                Reports</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Create, Edit, and Delete on Scorecards</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">To view scorecards:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">
              <p>Read on Accounts</p>
              <p>AND</p>
              <p>Read on Reports</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read on
                Scorecards</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">To view scorecard metrics:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d112295e48 ">Run Reports</td>
          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_example.png)

Example Partner Scorecard for Sales

![Partner Scorecard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/partner_scorecard.jpg)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=experience.networks_configure_scorecard_metrics.htm&release=264.0.0&type=5 "Assigning metrics to a Partner Scorecard is easy, but it’s important to correctly configure the reports. Follow these tips to display accurate information in your scorecard.") for more information about setting up metrics for scorecards.

#### See Also

- [Configure Reports for Partner Scorecard](https://help.salesforce.com/s/articleView?id=experience.networks_configure_scorecard_metrics.htm&release=264.0.0&type=5 "Assigning metrics to a Partner Scorecard is easy, but it’s important to correctly configure the reports. Follow these tips to display accurate information in your scorecard.")
- [Design the Field Layout for Reports Created from Your Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_report_type_setup.htm&type=5&language=en_US)
- [Build a Report](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&type=5&language=en_US)