Scorecard™

When you first go to set up your Scorecard™ you will be prompted to add your first measurable.

Library

You can choose from a range of common measurables from our library by clicking the Library button. The measurables in the library are split into weekly, monthly, quarterly and annually via the tabs at the top, as well as divided into categories such as Sales and Marketing, Operations and Finance measurables for each time frame.

To add any measurables from the library click the toggle on for the measurables you want to add and select the team and owner you want the measurables to apply to. Then click the Add {number} measurables button and they will now appear in your Scorecard™.

Add new measurable

To add your own measurable click the Add measurable button in the prompt or at the top right hand side of the screen.

You will then see a popup where you can add the title, an optional description, choose the type of measurable and set the goal. On the right hand side you can select if the measurable is weekly, monthly, quarterly or annually, assign it to a team and give it an owner.

There are five different types of measurable to choose from:

• Number

• Percentage

• Currency

• Yes / No

• Time

Each type has different options to make it flexible to your goal which are outlined below.

Number

The comparison field offers the following options:

• < less than the goal number

• <= less than or equal to the goal number

• = equal to the goal number

• >= greater than or equal to the goal number

• > greater than the goal number

• In range between lower and upper goal numbers (inclusive)

• Not in range outside lower and upper goal numbers (exclusive)

The goal field will take both integer and decimals. If the range comparison options are chosen you will see a lower and upper number appear for the goal.

Percentage

The comparison field offers the following options:

• < less than the goal percentage

• <= less than or equal to the goal percentage

• = equal to the goal percentage

• >= greater than or equal to the goal percentage

• > greater than the goal percentage

• In range between lower and upper goal percentages (inclusive)

• Not in range outside lower and upper goal percentages (exclusive)

The goal field will take both integer and decimals up to 100%. If the range comparison options are chosen you will see a lower and upper field appear for the goal.

Currency

The currency field offers the following options:

• $ – US Dollar (USD)

• € – Euro (EUR)

• £ – British Pound Sterling (GBP)

• ¥ – Japanese Yen (JPY) or Chinese Yuan (CNY)

• ₹ – Indian Rupee (INR)

• ₽ – Russian Ruble (RUB)

• ₩ – South Korean Won (KRW)

• ₺ – Turkish Lira (TRY)

• ฿ – Thai Baht (THB)

• ₫ – Vietnamese Dong (VND)

The comparison field offers the following options:

• < less than the goal number

• <= less than or equal to the goal number

• = equal to the goal number

• >= greater than or equal to the goal number

• > greater than the goal number

• In range between lower and upper goal numbers (inclusive)

• Not in range outside lower and upper goal numbers (exclusive)

The goal field will take both integer and decimals. If the range comparison options are chosen you will see a lower and upper field appear for the goal.

Yes / No

The Yes / No goal field offers the following options:

• is Yes

• is No

Time

The comparison field offers the following options:

• < less than the goal time

• <= less than or equal to the goal time

• = equal to the goal time

• >= greater than or equal to the goal time

• > greater than the goal time

• In range between lower and upper goal time (inclusive)

• Not in range outside lower and upper goal time (exclusive)

The goal hour and minute fields both take integers with the minute field maximum at 60 minutes. If the range comparison options are chosen you will see a lower and upper time fields appear for the goal.

To add data to your measurables click in the cell for the measurable in the date column you wish to update. You can type in your data and if it meets the goals for the measurable the cell will turn green, if it doesn't the cell will turn red.

If you click the bar chart icon you will be shown a graph for the data in your Scorecard™.

You can turn on and off which measurables are included in the graph by clicking on the coloured dot next to the measurables title at the top of the graph.

If you hover on the graph you will see data from that point in time for each active measurable.

To print a copy of your Scorecard™ click the printer icon at the top right hand side of the Scorecard™.

You will get a print out of the Scorecard™ for the time frame you currently have selected from the dropdown filter.

You can import data for your Scorecard™ in csv format by clicking the upload button.

You can export your Scorecard data in csv format by clicking the download button at the top right of the Scorecard.

Display Options

If you click into any measurable you have created. You can see there are two toggles for the display options for that measurable which you can turn on and off.

• Show average

• Show total

They default to on when you create a new measurable, but if they do not make sense for your measurable you can toggle them off and N/A will be displayed in that field.

Measurable menu

There are a several useful options at the top right hand side of the measurable:

• Up and down arrows so you can navigate up and down the measurable list

• Link icon that allows you to copy the measurable url

• A panel icon to open and close the right hand panel

• The three dot menu where you can add and issue, add a to-do, make a copy of the measurable or delete it.

If you click into any measurable you have created. You can update the measurable title and optional description.

You can see all the settings for the measurable down the right hand side.

From here you can update the status (active or archived), the type and goal of the measurable, the team and the owner.

To update the type and goal of the measurable, click into the Type and goal dropdown and you will see there are more drop down options you can update, once you're happy click update.

To add an issue for a measurable, click into the measurable you want to create the issue for and click the three dots menu at the top right hand side. Click the Raise issue option.

You will then see a popup that automatically has the title of "Metric {title of measurable} is off-track", this can be updated. The type, target and current value are automatically pulled through into the description, which can also be updated, and you can select if this is a short term or long term issue.

The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the issue a priority level from the dropdown.

Once you click the Add issue button the issue will be added to the issues list.

To add a to-do for a measurable, click into the measurable you want to create the to-do for and click the three dots menu at the top right hand side. Click the Add to-do option.

You will then see a popup that automatically has the title of "Metric {title of measurable} is off-track", this can be updated. The type, target and current value are automatically pulled through into the description, which can also be updated, and you can select if this is a team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to-do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to-do list for the team and owner or just the owner if it's a private to-do.