TERMS
This contains one or more panels in a single view
What is a Layout
I use this feature to add data to a panel
What is Change Metrics
I use this to make a layout show me the data for only one group
What is Filter Groups
The place to go to manage user access to scorecards
What is Manage Company-Scorecards
The total number of activities that a user has been assigned
What is All Enrollments
These 3 roles all have the same level of access to Scorecards
Who are Learning Administrators, Learning Managers and Company Administrators.
One would use this to limit the results shown in the panel
What is a filter
Use this to modify where the panels appear
What is Reorder Panels
Only has access to personal learning and coaching data
Who are All Users
The ratio of activities finished over activities enrolled in
What is Completion %
When setting the date range for a panel or layout you have three options, Rolling, Custom Rolling or this fixed date option.
What is Static
I use this to send a report to someone else.
What is a snapshot
I am looking at one layout and want to look at a different layout
What is select the layout AND click Make it so!
Has access to all learning and coaching data for all users
Who are CAdmins, LAdmins and Learning Managers
The total number of coaching activities finished by a user
What is Completed Coaching Enrollments
There are 2 filters in scorecards; one to define specific groups and one on the panel to filter on this.
What are Metrics
This lets me add color to the cells where the data appears.
What is Conditional Formatting
Here is where you go to limit the access to a layout
What is Manage Layouts
Has access to all Coaching data for all users
Who are CAdmins, LAdmins, Learning Managers and Head Coaches
The $ amount of opportunities created by a rep.
What is pipeline created
There are multiple panels to add to layouts but this one appears most frequently.
What is a Grid
I go here to edit the order of the columns
What is Edit Grid or Change Metrics
Best way to create a layout with 50% of the panels on an existing layout.
What is: remove panels, click Save layout, click create new, name the new layout, click save
Has limited access to Learning and Coaching data
Who are Learning Authors, Managers and Group Managers
The time between the opportunity creation date and the opportunity close date.
What is the Sales Cycle