ScoreBoard

The SecureDB ScoreBoard provides users with a powerful tool for visualizing and analyzing performance objective data. This guide will walk you through the steps to navigate, access, and filter data using the ScoreBoard.

Accessing Objective Data

To access data from the ScoreBoard:

1. From the navigation bar, select Performance > ScoreBoard. This will open the default ScoreBoard view, ready to populate with objective data.
2. Click Visualize.
   • The default Scoreboard view will populate with all objective data for the logged-in user and any users reporting to them.
3. Review the data:
   • Line Graph: Displays trends and progress for each objective.
   • Data Table: Below the chart; shows detailed objective data, including specific values and progress metrics.

The combination of graphical and tabular data offers a comprehensive overview of performance.

Utilizing Filters

Filters allow users to customize the data displayed on the Scoreboard. Here’s how to use them:

1. Select a Date Range:
   • Use the date range picker to define the period for the desired data.
2. Apply Filters:
   • Use one or more dropdown filters to tailor your view (details on filters below).
3. Visualize Data:
   • After setting your parameters, click Visualize to generate the customized Scoreboard view.

The image below depicts a ScoreBoard view filtered for Role and Category with a date range for the month of December.

Filters and Their Functions

Each filter has a specific function to help you target the data you need:

• Role: Displays data for users in a selected Role, providing insights specific to job functions.
• Reports To: Filters data for a selected user and all individuals reporting to them, ideal for managers overseeing multiple teams.
• Team: Narrows data down to specific Teams for a focused view of collective performance.
• Category: Targets specific objective categories, such as sales, customer satisfaction, or project deadlines.
• Department: Filters data for selected Departments, supporting cross-departmental performance analysis.
• Region: Displays data for users within a selected geographical Region, useful for distributed teams.

Users can mix and match these filters to achieve a highly customized view of objective data.

Tips for Maximizing the ScoreBoard

• Use Role and Team filters together to analyze team performance within specific roles.
• Leverage the Reports To filter for tailored insights into direct reports and their objectives.
• Save frequently used filter combinations to streamline your workflow.

Accessing Feedback

If your organization utilizes Feedback in SecureDB, the ScoreBoard can be used to display those values in a similar fashion. To access a Feedback chart and data table, use the Visualize filter to switch from Objective to Feedback.