The Performance Scorecard application is an add-on module to the Siebel Objectives and Reviews application. Before setting up and using Performance Scorecard, you should understand the setup and administration of Objectives and Reviews.

This chapter describes installation, administration, configuration and end-user procedures for Performance Scorecard. It includes the following topics:

• Process of Setting Up Performance Scorecard
• Enabling Component Groups for Performance Scorecard
• Setting the File System Parameter During Analytics Server Setup
• Preserving Analytics Web Catalogs
• Activating Workflows to Request Scorecard KPI Values
• Configuring Web Services for KPI Analytics Load
• Setting Up Symbolic URL for KPI Views
• Configuring Server Parameters for ERMAdmin Object Manager
• Scheduling a Repeating Server Job for KPIs
• Configuring the Performance Scorecard Dashboard
• Configuring the Root Path for KPIs in Siebel Analytics Data Load Catalog
• KPIs and Scorecard Administration
• Performance Scorecard Components
• Performance Scorecard Administration Concepts
• Working with the KPI Administration Screen
• Process of Administering and Using KPIs and Performance Scorecard
• Specifying a Different Analytics Server for KPI Value Calculation
• Creating List Subject Areas and Setting Responsibilities for Analytics KPIs
• Creating a KPI Request in Siebel Analytics
• Defining Key Performance Indicators, Update Methods and Access Groups
• Working with Objectives, KPIs and Scorecard (End User)