Creating Scorecards

To create a scorecard:

1. Click the Scorecard icon (indicated by a graph icon) in the left panel.
2. Launch the Scorecard Wizard.
3. Click the type of scorecard you want to create from the options provided.
4. Select a Time Period from the drop-down list.
5. Click the + icon to select a metric to include in the scorecard. Only metrics that have keys matching your earlier selections are presented. For more information, see Understanding Measures, Metrics, and Keys. Repeat this step until you have selected all metrics you want to include.

Avoid selecting recursive or dependent metrics (that is, metrics that refer back to themselves).

6. Click Next.
7. For Weight, enter the weight of this metric in relation to all metrics included in the scorecard. Repeat this step until you have entered a Weight value for all metrics. The total weight of all metrics must equal 100%.
8. Optional: Enter Min Value (worst case) and Max Value (best case) for the metric. Repeat this step for additional metrics if applicable. For more information, see Scorecard Calculations.
9. Optional: From the drop-down list, select an organizational Objective to be tied to the metric. Repeat this step for additional metrics if applicable. Objectives will be available only if they have already been established in your NICE Uptivity Performance Management system.
10. Optional: Click the up or down arrow buttons to change the order in which metrics are displayed on the scorecard.
11. Click Next.
12. Enter a Scorecard Name.
13. Optional: Enter a Description.
14. Select Group or Select Agents depending on the type of scorecard you selected earlier. If you do not make any selections, the scorecard values are computed for all agents (agent scorecards) or all groups (group scorecards). You can edit the scorecard later to add agents or groups.
15. Use the From Date selector to specify beginning of the time period for the scorecard.
16. Use the To Date selector to specify the end of the time period for the scorecard. If you do not specify a To Date, the metrics are calculated until you change the period or create a new version of the scorecard. Scorecard version is tied to the applicable time period and displayed in the Scorecard Explorer.
17. Click Save to publish the scorecard. No calculations are performed until the scorecard is published.

Related Tasks

• Displaying Scorecards
• Using Published Scorecards

Related References

• Balanced Scorecard Elements
• Scorecard Best Practices
• Scorecard Calculations