Strategic Selling Scorecards Configuration Guide

Change Summary

Overview

TechnoMile’s Strategic Selling Scorecard for Opportunity enforces and tracks the completion of your most important capture activities. This feature reminds your Capture Managers of actions that need to be taken based on the Stage an Opportunity is in, helps them visualize the progress of the overall Opportunity capture process with green, red, yellow, and blue status indicators, and automates the creation of Tasks after the completion of certain Stages.

This document is a step-by-step guide on how you can use the Strategic Selling Scorecard feature in your organization.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites

• Ensure that TechnoMile’s Growth Suite is already installed and configured. The version of this package must be 2024.2 or higher.

Add Questions to Stage Review Questions

1. In the Growth app, go to the Change Area section and select Growth Configurations.

   

2. Go to Stage Review Questions. 
   The Active Stage Review Questions page opens.

3. Click New.The New Stage Review Questions page opens.

4. Enter the Question, select a Group, and then select a Business Process Stage.

5. Select a Scorecard Category.

6. Click New to create a Scorecard Category.

7. Enter a Scorecard Category Name and click Save & Close.

8. Set Is Active to Yes, enter Help Text, and click Save and Close.
   

   Question is added to the list of Active Stage Review Questions.
   

Add Answers to the Stage Review Questions

1. Click the right arrow icon against a Question to add its Answer.

2. Go to Answer(s) and click New Stage Review Answers.

3. Enter the following details and click Save & Close:

   • Answer: Not Started 

   • Sequence: 1

   • Is Task Create: No

   • Answer Color: RedAnswer is added to the list of Answers on the Answer(s) tab.

     NOTE:

     When Yes is selected for Is Task Create, the fields Expected Days to Complete and Assigned User become mandatory.

4. To add a second Answer, click New Stage Review Answers again. 

5. Provide the following details and click Save & Close:

   • Answer: In Progress

   • Sequence: 2

   • Is Task Create: No

   • Answer Color: Yellow
     Answer is added to the list of Answers on the Answer(s) tab.

6. Repeat steps 4 and 5 to add more Answers.

   NOTE:

   Assign a color to each Answer (N/A, Not Started, In Progress, and Completed - Red, Green, Blue, or Yellow).

Deactivate a Question

1. In the Active Stage Review Questions page, select a Question and click Deactivate.Confirm Deactivation popup window opens.

2. Click Deactivate.Question is deactivated and removed from the current list view.

3. Go to Inactive Stage Review Questions.
   Deactivated Question displays in this list.

Edit a Question

1. In the Active Stage Review Questions page, select a Question and click Edit.Stage Review Questions page opens.

2. Edit the required information and click Save & Close.Question is updated.

3. Alternatively, you can also select a Question, click any of its column fields such as Category, BPF, Process Stage, etc. to edit its information, and then click the Save icon.

Delete a Question

1. In the Active Stage Review Questions page, select a Question and click Delete.Confirm Deletion popup window opens.

2. Click Delete.

   

   Question is deleted.

Add Help Text to a Question

1. In the Active Stage Review Questions page, click inside the Help Text column field for a Question.

2. Enter the Help Text and click the Save icon.Help Text is added to the selected Question.

Stage Review Answers

1. Go to Stage Review Answers.

2. Select the All Stage Review Answers view.

3. To force the automatic creation of a Task when a Stage Task is completed, click the Is Task Create drop-down menu for that Task and select Yes.

   NOTE:

   When Yes is selected for the Is Task Create drop-down menu, the fields - Expected Days to Complete and Assigned User become mandatory. Attempting to save the changes by clicking the Save icon will result in an error.

   

4. Edit the Expected Days to Complete field.

5. Assign the Task to a user by selecting a user in the Assigned User drop-down field.

6. Click the Save icon.

7. Select the Stage Review Answers With Tasks view.Tasks that have automatic Task creation enabled (.i.e. Is Task Create is set to Yes) display in this view.

8. Similarly, Scorecard Tasks that do not have automatic Task creation enabled (.i.e. Is Task Create is set to No) display in the Stage Review Answers Without Tasks view.