Scorecards and goals
This topic explains how to create scorecards and goals, and how to update the status of goals. Scorecards and goals enable organizations to curate sustainability metrics and track them against key business objectives. Goals can be created based on current and target values that are manually entered or derived from connected data sources. Users can manually check in updates, or the system can automatically update the current values and status.
Create a scorecard
- In the main navigation pane, select Scorecards.
- Select Add Scorecard to create a scorecard.
- In the Name field, enter the name of the scorecard.
- In the Description field, enter a description for the scorecard. The description should describe the goals that you will associate with the scorecard.
- In the Owner field, select a contact person to assign to the scorecard. The contact person can be either the person who is responsible for the scorecard, or the person who is creating and managing it.
- Select Save to save the scorecard. You can now start to enter the associated goals as described in the next section.
To edit or delete a scorecard, select the Manage Scorecard button (gear symbol) at the top of the Scorecards page.
In the main navigation pane, select Scorecards. Then select the scorecard that you want to enter goals for.
Alternatively, select Settings in the navigation pane, and then select Company profile > Structure. Select an organizational unit, and then select View goals.
Select Add goal.
In the Name field, enter the name of the goal.
In the Owner field, enter the name of the person who is managing the goal or responsible for it.
In the Scorecard field, select the scorecard to associate with the goal. This will default if creating a goal from a scorecard.
Optional: In the Organizational unit field, select an organizational unit. In the Facility field, select a facility.
In the Start date field, select the start date for the goal. In the End date field, enter the date when you expect that the target value for the goal will be reached, or the due date.
In the Unit of measure field, enter the unit of measure. In this way, you also set the unit of measure for your current and target values. Any data point that comes in will be automatically converted to the unit of measure that you select here. In the Starting value field, enter the starting value for the goal.
In the Source of current value field, select an option to specify how the current value should be updated:
Enter manually – The current value will be manually updated by using the check-in functionality that is described later in this topic.
Connect to data – The current value will be automatically updated every day or when new data is brought into the system.
The maximum frequency is once per day. To use this option, follow these steps:
- Select Connect to data > Set up connection. Optionally, create rules based on pre-sets that have been established to provide a guide for common connection rules.
- In the Data source field, select the data source. Then, in the Value field, select the value. A preview of the value from the selected data source will appear. To update, select Calculate.
- Select Save.
In the Source of target value field, manually enter the target value of the goal, or connect to data (that is, the value that you want to reach). Although the target value isn't usually updated after a goal has been set, users can edit the goal and update the target value.
In the Status update method field, select the method to set the status of the goal. There are two options for updating the status:
- Enter manually – Manually set the goal to Not Started, On Track, At Risk, Behind, Unmet, or Met. The status can be updated as part of the check-in process that is described later in this topic.
- Automatic – The status will be automatically updated based on rules that you define. To use this option, select Create rules, and then, for each status, add a value and date condition. The system will then set the goal to that status if the condition is met.
Select Save to save the goal to your scorecard.
Tiles at the top of the Goal page provide insight into the number of goals and their status. Select the filter pane or the goal status to filter goals.
Manually check in updates to a goal
After a goal has been created, you can periodically update the current value and status.
On the Goal page, select a goal, and then select Keep this goal on track by checking in.
By default, the current date is used. However, you can change the value if you're creating a historical check-in.
Enter the date of the check-in if it isn't automatically entered.
Set the status for the check-in if it isn't automatically set.
Optional: Add a note for reference.
Select Save. The check-in will be added to the trend chart at the top of the page.
To edit an existing check-in, follow these steps.
Select the goal to open the check-in page.
Select the three vertical dots to the right of the check-in, and then select one of the following options:
- Edit goal checkin
- Delete goal checkin
- Add note
Refresh the goal status
Refresh the current check-in by selecting Refresh for today.
Refresh check-in values over a range of dates by selecting Refresh for a date range. Use this option when creating a new goal to view more than a single check-in value on the progress chart. Refresh for a date range will automatically create check-ins either daily, monthly or annually over the period of time specified. Additionally, refresh for a date range will enable organizations to recalculate their goal check-in values to account for changes in calculation methodology.