Scorecard
Traditionally, managers track their team's progress toward goals using reports and dashboards. However, managing and generating reports for each KPI can quickly become overwhelming when there are multiple KPIs to monitor. Setting targets for each team member and managing the targets for user-specific targets adds another layer of complexity.
With Scorecard, you can streamline this process by eliminating the need for multiple reports. It allows you to easily manage and track progress across multiple KPIs for all team members in a single, centralized view. Scorecard offers a straightforward, real-time view of progress for both managers and team members, while also incorporating gamification features like leaderboards to boost motivation and engagement.
Key Features
- Track multiple KPIs in one Scorecard
- Leaderboard based on weighted scores for multiple KPIs
- Set customized targets for each team member per period
- Multiple Scorecards for each user
- Customized Scorecard for different teams
- OKRify is built natively in Salesforce, no additional software or separate logins are needed.
Scorecard Types
OKRify offers three different types of Scorecard views, allowing you to choose based on your specific needs:

1.Scorecard: This view presents all KPIs in one place for your entire team, complete with rankings and leaderboards that show detailed KPIs for each user.
Recommended when you need to track multiple KPIs across your team members.

2.Grid:This view plots your team members in a quadrant based on their Activity KPI score and Outcome KPI score. For example, in a Sales team, activities like calls, meetings, and leads are Activity KPIs, while closed deals represent Outcome KPIs.
Recommended for quickly identifying the strengths and weaknesses of your team members.

3.Funnel:This view shows your team's KPIs in a funnel format, with a leaderboard to give a full picture of how KPIs are influenced throughout various stages of your process.
Recommended for identifying strengths and weaknesses at different stages of your process.
Why Scorecard?
OKRify’s Scorecard offers several key benefits for both managers and team members:
- Track progress and make quick adjustments with real-time data
- Spot trends and patterns within your team
- Easily manage targets for specific users and periods
- Encourage accountability among team members
- Boost engagement through gamification with leaderboards
- Increase Salesforce adoption within your team
Which teams can use Scorecard?
Any team that manages their activities and data in Salesforce can benefit from using Scorecard. Teams like Sales, Business Development, Sales Executives, Account Management, Customer Success, Customer Support, and Marketing are just a few examples of those that can gain value from it.