Customer Scorecard

The Customer Scorecard homepage or workspace shows widgets that provide relevant Distribution SX.e information to sales executives, sales managers,and sales representatives who must monitor customers' sales performance over a period of time.

To view the CSD Customer Scorecard homepage or workspace, you must be assigned the SX-CustomerScorecard and SX-BIRST-CustomerScorecard user roles in Infor OS Portal User Settings.

Select a customer in the Customer Lookup widget to update the information in the other widgets.