eSCOREBOARD PRODUCER TRAINING

Welcome to the Producers Training page for eScoreBoard, a cloud-based performance measurement tool. This module is designed to help you learn what you need so that you can take your business to the next level. Even SAM University is designed with you in mind, based on how you want to learn. Do you want to Watch it – Read it (online) – Print it (to reference later)?

WATCH IT

Welcome to the latest in learning technology! We have developed a video tutorial for your convenience. This single video contains all the lessons you’ll need to watch to learn your SAM Planner, but it is indexed for your convenience.

READ IT

eScoreBoard is one of the most powerful tools in the financial services industry. Some of the system’s features include: immediate business analytics, adjustable business plans, coachable data, and much more! You can also print the guide by CLICKING HERE.

DASHBOARD

GOALS

ACTIVITY

REPORTS

ADMINISTRATION

PRINTABLE GUIDE

Take our SAM IQ Quiz: Click Here and see how well you do!

FREQUENTLY ASKED QUESTIONS

DASHBOARD FAQ'S
  • Q. The information on the dashboard has changed significantly since I last viewed it?
    There are two possible reasons why the dashboard information may appear different.First, remember the dashboard will always default to the “All Users” view if you are a manager. It is possible that you were viewing information for a specific producer or office during your prior visit. We need to be sure we are comparing apples-to-apples.Second, the dashboard, like all of eScoreBoard, will automatically update whenever any new data is added. Also, a number of the widgets review activity over the last couple of weeks. As the date changes, so will the data.
  • Q. I can’t see a widget that I use to have and when I go to “Add” it back in, it is not listed?
    Take a look at the “How To” section above. Chances are the widget was accidently minimized or closed.
  • Q. Can I update information on the dashboard?
    Short of using the “What-If Calculator” widget, the dashboard is designed to give you quick feedback, similar to the dashboard of your car. If you need to edit any information, you’ll need to visit that appropriate module of eScoreBoard to make the changes.
GOALS FAQ'S
  • Q. What do the different colors represent in the calendar?
    The colors denote the following:

    • Green background – Goals have been set for this week.
    • Red background – No goals have been set for this week.
    • White background – This week is prior to your eScoreBoard start date. No goals have been set.
    • Yellow background – You have set “time away” for this week.
    • Blue outline – The current week being displayed.
  • Q. Why do some years have 53 weeks?
    eScoreBoard treats each week as a whole, instead of splitting weeks that bridge two months, or years. Since a 365 day year is actually 52 weeks and 1 day, the extra days (along with the extra day for leap years) adds up and ever 5-6 years you’ll see a 53 week year.
  • Q. How come if I multiply my weekly commission/GDC goal by 52 it does not equal my annual goal?
    Your annual goal is the sum of your weekly goals. Your weekly goals can differ from week-to-week so simply multiplying a weekly amount by 52 may not yield the annual amount. Three common reasons why your goals may vary through the year are: (1) You have scheduled one or more weeks of time away and these weeks have a goal of zero, (2) you just started using eScoreBoard this year and therefore some weeks have no goals, and (3) your goals may have been adjusted mid-year based on your past performance.
  • Q. Can I set “time away” for a single day?
  • Since eScoreBoard goals are set weekly, you must be away for a whole week in order to set time away. If you are planning on being away for less than a week, your best bet is to manually reset your goals on the “Set Goals” page by selecting “Past Activity” as the source, updating the value accordingly, and then applying the goals for just the single week timeframe by using the “custom” radio button option.
    • Q. Why does my annual goal change when I set time away?
      When you set a week as time away, the goals for that week are changed to zeros. This will reduce your overall commission/GDC goal accordingly.
    • Q. What goals are set when I set a week back to working?
      eScoreBoard will take the previous week’s goals and copy them for the new working week.
    • Q. Why can I not use the “Past Activity” or “Past Goals” options in step 3 for more than one user?
      These options are designed to specifically lookup the activity or goals for the selected user and are restricted to updating one user at a time.
    • Q. Why would I want to update goals for more than one user at a time?
      If multiple users share the same goals, for instance a new starting class, then setting their goals simultaneously will save you time and assure that the same goals are inserted accurately.
    • Q. How to I update goals for just a few weeks at not the whole year?
      In step 5, select the last radio button to insert a custom week range.
    • Q. I created a goal profile, but goals are not appearing for my producer(s)?
      Goal Profiles are simply a template. Just because you created, and possible named, a goal profile for a single producer, does not mean the goal profile has been applied. To apply your newly created goal profile, please visit the “Set Goals” page.
    • Q. Do I need to update my goal profiles each year?
      You are not required to update your goal profiles each year, but it is a best practice to review the profiles annually to make sure the goals are still applicable. Remember, as your producers progress and grow, you’ll want to adjust their goals accordingly. This may happen within the calendar year and it is certainly worthy of review at year-end and during the business planning season.
ACTIVITY FAQ'S
  • Q. I’ve entered activity data, and get an “All unsaved info will be lost” message when I try to navigate to another page. What does this mean?
    If you make changes to you activity data after you press the submit button or if you make changes to old activity data without resubmitting the changes, the “All unsaved info will be lost” message warns you that your changes have not been saved. Always be sure to press the button after your have input new data. Once you’ve succesfully submitted your data, you’ll receive see a “Saving…” image while eScoreBoard is processing your information and you will see the time stamp underneath the activity form will update with the current date and time.
  • Q. I get the following error message, “Fields may contain only positive numeric values with no more than 2 decimal places. Please check your numbers and try again.” What does this mean, and what is wrong with my activity data?
    Activity data must be submitted in the right format. Make sure you know what number the category is tracking by floating your cursor over the category title to read the definition.

The following are common input errors, and are never permitted in any field:

  • More than 1 decimal place: 1.2.3, .2.1, etc.
  • Letters in a numeric field: 2k, 1.2T, 3M, etc.
  • Negative activity values: -1, -1.3, -0.0
  • Blank entry – You must input a 0 for fields where you have no data. You will be able to edit your activity at any point.
  • Spaces at the end of input: “4 “, “5.4 “
  • Q. Can I update the First Reported date?
    The First Reported date will capture the date and time that you have first submitted activity, and will remain static and unchanged for your records. The First Reported date can not be edited.
  • Q. Why does the First Reported date match the Last Updated date?
    The first time you submit activity for a given week or day, the First Reported and Last Updated timestamps will match. This is correct unless you make and submit any additional changes to your activity. At this point, the Last Updated timestamp will update, while the First Reported timestamp will remain static.
  • Q. There are new categories that I don’t recognize, where did they come from?
    Generally, if your whole organization is using eScoreBoard, categories are added or modified by the home office. If you are using eScoreBoard at a firm or agency level, these changes are customized by the head of your agency. There is also the option to add additional custom categories to your firm/agency. Because this is applied at the firm/agency level, these changes are made by the agency head. Contact your manager for further information regarding any new categories.
REPORTS FAQ'S
  • Q. What is the difference between a week range and rolling weeks report?
    A “week range” report will let you select a range of weeks for the report to cover. This is a fixed range report. On the other hand, the rolling weeks report is a relative report that allows you to select how many weeks to be included along with the inclusion/exclusion of the current week.
  • Q. What does DVA stand for and how is it calculated?
    DVA stand for dollar-value per activity. It is calculated by taking the total production amount (eg, commission, GDC, etc.) and dividing it by the total activity for the given category.
  • Q. Information in the report is wrong, where do I go to fix it?
    If the error is in the reported activity, click on the orange Activity section and select the appropriate user and week/day. If the error is with the goals, you will need to visit the green Goals section to reset the goals for the appropriate weeks.
  • Q. How are weeks that are set as “time away” accounted for in the Reporting Percentages and Goals Setup usage reports?
    Any week that is marked as “time away” will count as a week reported and as a week in which goals were setup.
  • Q. How do the reports differ for users who report daily?
    For the Producer Summary and Reporting Percentages report, 1 day of reported activity counts as 0.2 weeks. Whether a user reports daily or weekly will not effect the Goals Setup report as all goals are set for the week.
  • Q. How many favorites can I have?
    There is no limit to the number of favorites you can save.
  • Q. Why can I not save some reports as a favorite?
    At this time, only certain reports, primarily those that appear on Basic sub-tab, can be saved as a favorite.
  • Q. I am receiving my report by the data is for the wrong week?
    The most common issue with receiving a report for the wrong week is the report was setup as either last or this week incorrectly. Remember that the dates associated with “last week” and “this week” is will depend on your eScoreBoard work week setup and when you scheduled the report. For example, if your reporting week is set to Monday through Sunday, you’ll want a report scheduled for Fri afternoon to be for “This Week” while a report scheduled for Monday morning should like be for “Last Week”.
  • Q. Why didn’t I receive my report on time?
    Depending on what day/hour the report was scheduled for we may be sending out 100s or 1000s of emails. Occasionally, it can take up to 30 or 40 minutes to send all of these emails. Additionally, please check your spam folder. If you continue to have issues, please feel free to contact our support desk at help@escoreboard.com or 800-596-4726
  • Q. One of my old scheduled reports is missing, what happened?
    If you deleted a user or group who was the subject of the scheduled report, the scheduled report will automatically be deleted.
  • Q. Ideally, who should be completing each section?
    The weekly review process is a collaborative efforts between the producer and manager. “Part 1: Producer Prep: Last Week’s Review” should be completed by the producer prior to the one-on-one. Similarly, the manager should complete, “Part 2: Manager Prep: Strategizing”. Parts 3 (Action Plan for Following Week) and 4 (Notes/Comments) should be completed by both the producer and manager during the weekly one-one-one. If the one-on-one is not completed with the use of a computer, then the content should be added immediately following.
  • Q. Why can I only select up to three categories as “key activities” to focus on for next week?
    By limiting the categories to three, we are encouraging the producer to focus on a limited number of activities. Trying to focus on more than three categories often becomes confusing and counter-productive.
  • Q. Who has access to view custom reports?
    When a new custom report is created, you can specify what level, or levels, of user (eg, managers, general agents, etc.) can see each custom report.
  • Q. Is their a cost associated with creating a custom report?
    Given that each report is truly custom, the cost will vary. At a minimum custom reports will cost $500 to setup and $250/year for maintenance. Please contact your National Account Manager for more details.
ADMINISTRATION FAQ'S
  • Q. Why do I get an error message when trying to delete a manager?
    You can only delete a user if they do not have anyone reporting to him/her. First, you must reassign any children before you can delete a user.
  • Q. What do the different statuses (Active, Suspended, and Pending) mean?
    An active user has access to eScoreBoard to login and track his/her activity. A suspended user is typically used when an active users is on leave (eg, military, maternity, etc.) Both of these user types count toward your total number of users purchased. A pending user is one who is added to eScoreBoard but has not been activated yet. Pending users to not count against the number of user seats in use.
  • Q. What does the number next to the users in the User List mean?
    This is the number of users, included the ajacent user, that are in the hierarchy.
  • Q. Why does my user name have a number attached to it?
    In order to avoid duplicate names, we occassionally need to append a number to a new user name being created.
  • Q. What happens when I delete a user who is part of a group?
    Any users deleted from eScoreBoard is automatically removed from all groups.
  • Q. Is summary information displayed when a manager is included in a group?
    No, only personal production information is displayed for users that are a part of a group.
  • Q. Is there a limit on the number of groups I can have?
    No, you can have as many groups as you like.
  • Q. Why can I not see the custom categories sub-tab?
    The custom categories sub-tab is only available to users at a certain level. This is typically at the General Agent/Managing Director level. Additionally, the sub-tab only appears when the feature has been turned on. To turn on the feature, you need to contact our support team at help@escoreboard.com or 800-596-4726..
  • Q. How many custom categories can I create?
    The number of custom categories an office can have is determined when you eScoreBoard account was initially setup. Most companies select our default value of 4 custom categories.
  • Q. What happens to old data when I delete/remove an existing custom category?
    All old data is removed from the users’ view of eScoreBoard. If you accidentally deleted a category and you would like to have the category and data restored, please contact our support team at help@escoreboard.com or 800-596-4726.
  • Q. Why can I not see the office settings sub-tab?
    The office settings sub-tab is only available to users at a certain level. This is typically at the General Agent/Managing Director level.
  • Q. After saving changes to my office settings, how soon do the changes go into effect?
    All changes are immediate.

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