Sharing a Custom KPI Scorecard
You can define an audience for your KPI scorecard when you're creating a new scorecard or editing an existing scorecard. Members of that audience can display your custom scorecard in their KPI Scorecard portlets. You can base the audience definition on roles, departments, subsidiaries, groups, employees, or partners.
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To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard, and Entering Basic Scorecard Information.
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To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.
To define an audience for a KPI scorecard:
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On the KPI Scorecard record, click the Audience subtab.
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You can select internal and external roles as follows:
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Internal Roles - In the Internal Roles field, do one of the following:
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Check the Select All box next to Internal Roles to make the KPI scorecard available to all internal roles.
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Clear the Select All box and then select from the desired internal roles from the list.
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External Roles - To make the KPI scorecard available to specific external roles, select them from the list.
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Click Save.