One of the scorecard item types that you can choose is Linked Item. This allows you to add a copy of an existing scorecard item to your scorecard. For example, you may want to reuse a KPI that's already being tracked in another organization, or maybe you want to create a theme scorecard that includes objectives from other organizations.
Whenever that source item is updated with new KPI values or scores, that information will instantly be reflected in your linked item.
There are two things that make linked items unique from other scorecard items.
- You need to choose where the source item is. In this example we're choosing the "Product Revenue" KPI from the "Financial" organization.
- You need to choose what to pull from the source item. It's always going to reuse things like scores, actual values, and thresholds because that's the point of a linked item. But, you can choose to override things like the item's Name, or you can decide to not share Notes with the source item.