Adding a New Scorecard

To add a new scorecard:
 

1.From the Scorecard home screen click the Add Scorecard tile. The Settings screen opens:



 
2.Enter or select the appropriate values. Depending on your account configuration you might have some or all of the following settings available:

Scorecard Name:

Enter a suitable name for this scorecard. Scorecards available in Coach are listed in the navigation menu with the Scorecard Name.

Type:

Select "Driver", "Vehicle", or "Productivity", depending on whether the metrics and scores should be for the drivers or the vehicles in your fleet, or for the general productivity of your organization. Scorecards that you want to make available to mobile users in the Coach mobile app must be set to "Driver".

Visibility:

Select "Public" or "Private", depending on whether the scorecard should be visible to all users in the hierarchy or remain private. Scorecards that you want to make available to mobile users in Coach, and that you want to create reports for, must be set to "Public".

To be able to set Visibility to "Public" your role must have the following right enabled (on the Rights tab of the Roles screen): Can share scorecard under the Dashboard section.

Normalization:

Use normalization to simplify the comparison of scores on the scorecard.

Normalizing means adjusting values that are measured in different units (for example, miles and kilometers) or based on different dependent values (for example, the number of events for 100 vehicles versus the number of events for 30 vehicles), so that metrics can be compared using the same unit or dependent value. Doing so makes direct comparisons of metrics easier to grasp at a glance; especially when you have fleets or teams of different sizes, or when some of your drivers cover more miles over a specific period than others (for example, long-haul miles covered over 24-hours versus local deliveries and pick-up miles over the same period).

Select "Distance" to adjust the scores so that they are based on the same distance driven. The distance is based on the value for Units and the distance unit (miles or kilometers) selected in the Columns section under Format for the Distance metric. Select the check box under Normalize to normalize a particular metric. For example, if you set Units to "100" and the distance units to "Miles", the metrics in the Columns section that have the Normalize check box selected are all calculated for a distance of 100 theoretical miles. This allows you to calculate percentages of the metrics.

Select "Active Vehicle Count" to adjust the scores so that they are calculated per vehicle per day, making it easier to compare scores for different fleet sizes.

Units:

Enter a normalization value when normalizing the scores by "Distance". For example, 100 represents 100 miles or kilometers, depending on the distance unit selected for Distance under Format in the Columns section.

Report:

Select "Yes" to create a report showing the scorecard metrics. To set report parameters and run the report, navigate to Reports on the navigation bar, click Manage Reports, then select the report from the Custom Templates tab. The Visibility must be set to "Public" to be able to create a report for this scorecard.

To create reports from this scorecard your role must have the following rights enabled (on the Rights tab of the Roles screen):

Can share scorecard under the Dashboard section.
Run public reports, Edit details of public reports, and Create and delete public reports under the Reports section.

Report Name:

Enter the name of the report as it will appear on the Custom Templates tab of the Manage Reports screen. Report must be set to "Yes" to be able to enter a name.

Columns:

The columns to display on the scorecard and to use when calculating scores.
 

The Type can be "KPI" (a key performance indicator from the list of KPIs) or "Alert" (an InSight Alert that has been configured appropriately to display on scorecards).
Select a metric from the Name drop-down list. Each metric can be selected only once. Depending on the Type, KPIs or InSight Alerts are listed.
Click Format to specify the number of Decimal Places to display, whether or not to display Colors on the scorecard for this metric, and (for Distance) the distance Units (kilometers or miles) to use when normalizing by distance.
Enter the Points for this metric, which are used to calculate the overall score. Use positive numbers for "good" metrics, such as distance driven, and negative numbers for "bad" metrics, such as speeding events. Some InSight Alerts cannot be assigned a score, because they do not apply to a large enough team. Scorecards must have both positive and negative numbers.
Select the check box under Normalize to normalize the score according to the setting under Normalization above.
Click Add KPI or Add Alert to add more metrics. To change the type of metric to add, select an option from the drop-down list.
Click the x on the right side of the metric's row to remove metrics.
The metrics are displayed on the dashboard in the same order in which the metrics are listed in the Columns section of the Settings screen. You can drag and drop the metrics by the icon on the left side of the row to re-order them.

Colors:

Adjust the percentages at which particular colors are displayed for the metrics that have Color turned on under Format. Values shown in green are acceptable, whereas values shown in red need attention. The percentages compare the score on the scorecard with the same metric's score for other vehicles or drivers. See Understanding Scorecard Percentiles for more information.

Set Percentile Normalization to one of the following options, if you have Normalization (above) set to "None":

 

Driver Count - Adjust the scores so that they are calculated per driver per day, making it easier to compare scores for different team sizes.
Distance - Adjust scores so that they are based on a distance of 100 miles or kilometers (depending on the distance unit selected in the Columns section under Format for the Distance metric), making it easier to compare scores for trips of differing lengths.
Active Vehicle Count - Adjust the scores so that they are calculated per vehicle per day, making it easier to compare scores for different fleet sizes.

Charts:

Set Default Series to "Single" to make it the default behavior to show only the totals of the selected metric on line and column charts. If you want to see the metric values for a particular fleet or team, or for several fleets or teams, you can select them in the legend. See Working with Multiple Series on Charts for more information.

Set Default Series to "Multi" to make it the default behavior to show one line per table row and not the total metric values.

The setting for Default Series applies only to line and column charts. Bar and pie charts initially display up to 10 series by default.

Coach:

Set Available in Coach to "Yes" if you want this scorecard to be displayed in the Coach mobile app. To be able to change this setting you must set the Visibility to "Public".

Goals:

Set Show Goal to "Yes" to set a goal for all drivers in the team that uses this scorecard. The goal score is shown on the driver's Scorecard screen in Coach.

Set Goal Value to a number between 0 and 100. This is the score that your drivers should try to achieve.

If you change the Show Goal or Goal Value settings, it may take up to 1 hour before Coach users see the goal value in the app.

Notifications:

Set notification parameters so that drivers receive email or mobile app notifications at particular times and frequencies. These notifications summarize the driver's "Scorecard" or "Leaderboard". "Scorecard" displays the driver's metrics and scores. "Leaderboard" displays the driver's ranking compared to other drivers in their team.

If you select "Email", a driver using this scorecard receives regular email notifications to the email address that is set in the driver's account (on the Drivers screen). If you select "Mobile App", the notifications are displayed in the drivers' mobile app notification area.

Click Add Notifications to add a new row, in which you can define additional notification settings.

3.Click Save in the upper right corner of the screen.

See Understanding Driver Scores for more information about the process used to generate scores.