Admins
Uploading the Clik scorecard
Export from Clik, drop the file, and the leader page fills in.
One upload a week keeps the leader page, the trends, and the forecast current.
Steps
- In Clik, export the weekly rep scorecard as a spreadsheet.
- Open Scorecard in the hub and drop the file, or pick it.
- The upload lists the weeks found and the rows per week.
- Names that did not match a member go to Review names. Fix them once.
Good to know
- Uploading the same week again replaces it; nothing doubles.
- Both Clik export shapes work: the weekly scorecard and the year-over-year comparison.