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
Growth Suite Users
Prerequisites
Ensure that TechnoMile Growth Suite is already installed and configured. The version of this package must be 2024.2 or higher.
Adding Questions to Stage Review Questions
In the TechnoMile Growth App, go to the Change Area section and select Growth Configurations.
Go to Stage Review Questions.
The Active Stage Review Questions page opens.Click New.
The New Stage Review Questions page opens.Enter Question and Help text and select a BPF, Process Stage, and Category, and then select Is Active as Yes.
Click Save & Close.
The Question is added to the list of Active Stage Review Questions.
Click the right arrow icon against a Question to add its Answer.
Go to Answer(s) and click New Stage Review Ans.
Enter NA for Answer, retain the default value No for Is Task Create, select an Answer Color, and click Save & Close.
The Answer is added to the list of Answers on the Answer(s) tab. 
Alternatively, when Yes is selected for Is Task Create, the fields Expected Days to Complete and Assigned User become mandatory.Click New Stage Review Ans.
Provide the following inputs and click Save & Close.
Answer: Yes
Is Task Create: Yes
Expected Days to Complete: 14
Assigned User: Select a User from the dropdown menu
Answer Color: Green
The Answer is added to the list of Answers on the Answer(s) tab. 
Repeat steps 7 and 8 to add more Answers.
Deactivating a Question
In the Active Stage Review Questions page, select a Question and click Deactivate.
The Confirm Deactivation popup window opens.Click Deactivate.
The Question is deactivated and removed from the current list view.Go to Inactive Stage Review Questions.
The Deactivated Question displays in this list.
Editing a Question
In the Active Stage Review Questions page, select a Question and click Edit.
The Stage Review Questions page opens.Edit the required information and click Save & Close.
The Question is edited.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.
Deleting a Question
In the Active Stage Review Questions page, select a Question and click Delete.
The Confirm Deletion popup window opens.Click Delete.
The Question is deleted.
Adding Help Text to a Question
In the Active Stage Review Questions page, click inside the Help Text column field for a Question.
Enter the Help Text and click the Save icon.
The Help Text is added to the selected Question.
Staging Review Answers
Go to Stage Review Answers.
Select the All Stage Review Answers view.
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 field, 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.
Edit the Expected Days to Complete field.
Assign the Task to a User by selecting a User in the Assigned User drop-down field.
Click the Save icon.
Select the Stage Review Answers With Tasks view.
The Tasks that have automatic Task creation enabled (.i.e. Is Task Create is set to Yes) display in this view. 
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.
