A user with the appropriate permissions can add a scorecard to a Contract, Company, or Project Profile to capture performance in one or more areas. Once a scorecard is added to a profile, a record displays in the Scorecards screen. On the date provided, Conga Contracts sends an email to the people selected, asking them to complete the scorecard by clicking a link in the email, which directs them to the Conga Contracts Portal. As individuals complete the scorecard, the Score field in the record will automatically be populated. The field will continue to be updated based on an averaged calculation of all completed scorecards.

Although the Contract Profile is used in the example below, the same steps also apply to adding a scorecard in a Company Profile and Project Profile.