Client Scorecard Example

InetSoft's comprehensive real-time analytical reporting and dashboard software provides users with client scorecards that serve to monitor, measure, and manage performance by tracking metrics in real-time.

Scorecarding is a proven approach for monitoring, measuring and managing performance by tracking metrics. A scorecard is a list of key performance indicators (KPIs), or metrics, that present current performance data for a business process or strategy against goals, quotas, and target trends.

The Style Intelligence Scorecard is a collection of objects known as 'Targets'. Each target helps monitor the performance of a metric. It specifies the metric, how and when a metric's performance is evaluated, what the goal or target is, and what action to take if the goal is not met.

The scorecard provides an easy way to monitor multiple targets on a single page. In addition to checking status, you can drill down on a metric to see more detail, and set up alert notification for a failing metric.

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Effective Scorecard Design

First and foremost, to be a useful, a scorecard must track the right key performance indicators. The ultimate goal of creating a scorecard is to identify a select number of business metrics and assign objectives to them. When referred to later on it should be possible to reach a solid conclusion regarding performance versus expectations.

Methods for creating a scorecard have evolved many times since they became a popular BI tool. Today there are four main components to consider before creating one:

A destination statement
A strategic linkage model outlining how one plans to achieve said goals
A definition for each goal
A definition for each measurement

Once these four elements have been carefully considered and laid out by management, one can begin creating a scorecard.

The destination statement defines the final goals that an organization is attempting to reach by creating a scorecard in the first place..

The strategic linkage model is a cause-and-effect outline of how an organization will ultimately reach an end goal. This is typically a strategy map that links activities to their hypothesized results.

Goal and measurement definitions are important to ensure all aspects of a business remain on the same page. These need to be clearly and concisely expressed in order align objectives with performance.

More Client Scorecard Examples

Below are some client scorecard examples to give you a look at some of the advanced displays that can be created using Style Intelligence. Style Intelligence can be used to build visualizations for any type of department or industry. These visualizations can be built by nontechnical users with a basic Excel level understanding of data.

Marketing Consultant Scorecard

Marketing Project Management Scorecard

This marketing consultant scorecard tracks the status of various marketing projects and compares them to a goal completion date, displayed with a red line.

Actual cost of projects is compared to planned cost, so managers can ascertain whether or not consultants are delivering on their promises.

Lead Pipeline Scorecard

This lead pipeline scorecard compares lead volume and conversion rates against benchmarks set by marketing managers. A large map chart displaying new leads by state displays states with lead amounts that reach goal in a different color. A line chart showing lead conversion rate shows a red highlight when conversion rate dips by too large an amount. A slider below the line charts modifies the change rate that results in a chart highlight.

Orders Benchmarking Scorecard

This orders benchmarking scorecard breaks down orders by state, date, and sales team member.

A bar chart displays the orders sold by each salesperson, with a diamond shape representing their goals, for easy comparison.

A calendar display enables drilldown by individual week or month.

Team Performance Scorecard

This team performance scorecared makes it easier for call centers to measure the effectiveness of their customer service teams. A red highlight shows when teams fall below goals on call period, call time, call status, and wait time. A slider adjusts the target success rate, so that managers can adjust the goals for effective customer service based on employee experience level and various conditions.

Call Monitoring Scorecard

This live call monitoring scorecard helps call center managers supervise their customer service reps and monitor how their call and wait times compare to goals. An adjustable threshold turns from green to red when there are too many calls in queue. An agent status chart shows, in real time, who is on the phone and for how long. Large KPIs provide the daily call and wait time average, giving managers an at-a-glance picture of customer service quality.

Salesperson Scorecard

This salesperson scorecard gives executives an overview of sales by area, time period, and salesperson.

The Employee Performance by Quarter chart displays employee sales relative to their quota, with bars turning red when performance lags behind the goal.

About InetSoft

Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end-user adoption plus pixel-perfect report generation, scheduling, and bursting.