Managing Scorecards

The Managing Scorecards features allow users to efficiently design, organize, and refine their scorecards within Scorport. With tools to edit, delete, fine-tune, and clone scorecards, you can customize them to meet your specific decision-making needs while maintaining flexibility across different strategies.

Features of Scorecard Management

1. Design Multiple Scorecards

Users can create several scorecards tailored to different decision scenarios or strategies.
Each scorecard is independent and can be structured according to your data and business requirements.

2. Edit Scorecards

Make modifications to existing scorecards to improve their performance or adapt to new data:
- Adjust category weights.
- Update criteria and their weights.
- Modify attributes (bins) and their impacts.

3. Delete Scorecards

If a scorecard is no longer needed, you can delete it to free up space within your package limits.
Note: Deleted scorecards cannot be recovered, so ensure they are no longer in use.

4. Fine-Tune Scorecards

Use Scorport’s dynamic tools to fine-tune weights and impacts:
- Adjust category, criteria, or attribute weights to improve scoring accuracy.
- Reassess and recalibrate scoring logic based on updated data or new insights.

5. Clone Scorecards

Easily clone an existing scorecard to create a new version while retaining the original.
Cloning allows you to:
- Test variations of a scorecard without altering the original.
- Use multiple versions of the same scorecard for different strategies.
Example: Clone "Demographic Risk Scorecard v1" to create "Demographic Risk Scorecard v2" with slight adjustments.

6. Package Limitations

The number of scorecards you can create depends on your chosen package:
- Free and lower-tier packages have a limited number of scorecards.
- To create additional scorecards, you must upgrade your package to unlock higher limits.
Tip: Check the limits of your current package in the My Plans section.

How to Manage Scorecards

Access Your Scorecards:
- Navigate to the Scorecard Designer module from the dashboard.
- You will see a list of all your existing scorecards.
Perform Management Actions:
- Edit: Select a scorecard and click Edit to modify its details.
- Clone: Click Clone to duplicate the scorecard and create a new version.
- Delete: Click Delete to remove a scorecard permanently.
- Fine-Tune: Adjust weights, impacts, and scoring logic dynamically within the editor.
Check Package Usage:
- The system will display the number of scorecards used versus your package limit.
- Upgrade your package if you need to create additional scorecards.

Benefits of Scorecard Management

Flexibility: Design and refine multiple scorecards for different use cases.
Versioning: Clone and maintain multiple versions to test and optimize your models.
Scalability: Upgrade packages to expand your scorecard library as your needs grow.

The Managing Scorecards feature ensures that you can effectively design, optimize, and scale your scorecards while staying within your package limits. Scorport’s intuitive tools make it simple to manage even the most complex scoring requirements.