The TechnoMile Growth Suite includes a scoring feature that allows you to configure an automated series of tasks based on each stage of an Opportunity. This allows you to learn the system and a company's best practices all from within the tool.
This article provides the foundational knowledge to access and leverage the Growth Suite Scorecard.
IMPORTANT
The screenshots and feature descriptions in this article are representative of the out-of-the-box capabilities of Growth and may differ from what you have available based on your company's unique implementation. Additionally, some features may be located in slightly different locations on the page.
Navigate to Opportunity Scorecard
In your Salesforce org, navigate to the desired Opportunity.
On the tab ribbon, click the Scorecard tab.
The Scorecard is displayed. Scorecard items are broken out by stage.
About the Scorecard
The Scorecard items are broken out by stage. By default, this includes several stages:
Interest
Qualify
Pursue
Proposal Development
Submitted
Scorecard by Stage
Click a stage to display the related tasks.
From here you are able to mark the tasks as Completed, Not Started, In Progress, or Not Applicable. The overall score for that stage and Opportunity will update based on your status selections.
Scorecard by Category
Tasks are also assigned a category. Click the By Category tab at the top of the scorecard to see the different tasks grouped in categories.
Scorecard by Overdue Tasks
View overdue tasks by clicking the Overdue Winnability Items tab. Overdue tasks for the opportunity will be displayed.
Return to Growth Suite on Salesforce User Guides
