Understanding Total Settings in Scorecards #
Total Settings allow you to roll up multiple goals into a single combined metric within a scorecard.
This is commonly used to track team or department performance at a higher level.
Where to Find Total Settings #
Total Settings are available when you are:
- Creating a scorecard
- Editing an existing scorecard
What Total Settings Do #
Total Settings combine selected goals into one summarized value that appears at the top of the scorecard.
This creates a rolled-up metric based on the goals included.
Common Use Case #
A typical example is a sales team scorecard:
- Individual goals:
- Tiffany’s Revenue
- Jocelyn’s Revenue
- Total Setting:
- Combined into Total Sales Revenue
This allows you to:
- Track individual performance
- See overall team performance in one place
Total Calculation Options #
When enabling Total Settings, you can choose how the values are combined:
Sum #
- Adds all selected goals together
- Best for totals like:
- Revenue
- Units sold
- Pipeline value
Average #
- Calculates the average across selected goals
- Best for:
- Conversion rates
- Efficiency metrics
- Performance benchmarks
Setting Success Criteria #
You also define how success is measured for the total:
- Above Goal – Higher values indicate success
- Below Goal – Lower values indicate success
How It Appears on the Scorecard #
Once configured, your scorecard will display:
- Top Row: The rolled-up total (sum or average)
- Below: Individual goals that make up the total
This gives you both:
- A summary view
- A detailed breakdown
Key Takeaways #
- Total Settings create a roll-up metric across multiple goals
- Use Sum for additive metrics and Average for comparative metrics
- The total appears at the top of the scorecard
- You can include as many goals as needed in the calculation
Best Practice #
Only use Total Settings when:
- The goals logically combine (e.g., multiple revenue targets)
Avoid using totals when:
- Metrics are unrelated or shouldn’t be aggregated