Scorecard™

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

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.

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™.

You can also add a Measurable to multiple teams by turning on the "Choose multiple" switch in the Teams dropdown.

There are five different types of measurable to choose from:

• Number
• Percentage
• Currency
• Yes / No
• Duration
• Formula

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)
• د.إ – United Arab Emirates dirham (AED)

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

Duration

The comparison field offers the following options:

• < less than the goal duration
• <= less than or equal to the goal duration
• = equal to the goal duration
• >= greater than or equal to the goal duration
• > greater than the goal duration
• In range between lower and upper goal duration (inclusive)
• Not in range outside lower and upper goal duration (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 duration fields appear for the goal.

You can create formulas in your Scorecard to automatically calculate sums of data in other measurables across teams within your company.

How to create a formula

1. Click the Add measurable button.
2. Give the formula a title, optional description, owner and select the teams you want the measurable to show on the Scorecard for.
3. Select the formula option from the drop down you will see an Edit formula button.

1. Use mathematical symbols to build your formula:
   • + Add
   • - Subtract
   • * Multiply
   • / Divide
   • () Group expressions

An icon will appear on the right hand side to tell you if your formula will calculate correctly or not. If it's working it will show the green Good icon. If there is a mismatch in goal type or an error in the formula it will show as the red Bad icon.

Any measurables that include formulas will be marked with the orange triangle on the top left corner

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.

You can add a note and set custom goals for specific measurables directly in your Scorecard by right clicking on a cell.

Select "Add note" from the options and you'll see a pop up window to enter your note in. Click "Save" to add the note.

To add Custom Goals follow the steps below:

1. Right-click the cell where you want to set or update a custom goal.
2. You’ll see two options appear: Add Note and Change Goal.
3. Select Change Goal.
4. A menu will appear allowing you to adjust the measurable.
5. Enter your preferred goal value in the field provided.
6. Click Set Custom Goal to save your changes.

How to Add a Custom Goal for Multiple Scorecard Cells

You can add a custom goal to a measurable for a specific date range, allowing the goal to apply to multiple Scorecard cells at once.

Steps

1. Go to your Scorecard and locate the measurable you want to update.
2. Right-click the measurable title and select Change Goal.

Alternatively, select the measurable, click the three-dot menu, and choose Change Goal.

1. The Update Goal window will appear.
2. Select the Start Date for when you want the new goal to begin.
3. Select the End Date for when you want the custom goal to stop applying.
4. Choose the Goal Type (for example, ≥, ≤, or =) and enter the goal number.
5. Click Add Custom Goal to save.

The custom goal will then apply to the Scorecard cells within the date range you selected.

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 three toggles for the display options for that measurable which you can turn on and off.

• Show average
• Show total
• Auto format
• Auto round decimals ( This option will only appear if you turn on "Auto format")

They default to off when you create a new measurable, but if they make sense for your measurable you can toggle them ON.

If you turned ON any of the Display Options, make sure to set the Display Average/total columns to SHOW so it will appear in your scorecard.

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.

When you open any measurable you have created, you can adjust its details, settings, and ownership.

What you can update inside a measurable

• Title
• Optional description
• Comments
• Status (active or archived)
• Type and goal
• Team assignment
• Owner

All settings appear on the right side of the screen when viewing a measurable.

How to update the Type and Goal

1. Open the measurable you want to edit.
2. Go to the right sidebar and look for Type and goal.
3. Click the dropdown to reveal the available options.
4. Select the updates you want to apply.
5. Click Update to save your changes.

If you want to apply a new goal to all future weeks while keeping your previous scores unchanged, you can turn on the Set as future goal option. This adds the goal to past values that do not already have a custom goal, while leaving existing data as is.

How to do it:

1. From the sidebar, select Scorecard.
2. Open or view the measurable you want to update.
3. In the right sidebar, under Type and Goal, click the measurable's goal value.
4. Turn on Set as future goal at the bottom of the dropdown.

This applies the new goal moving forward without altering any previous entries.

A measurable roll-up takes the values from a measurable and rolls them up into a Monthly, Quarterly or Annually measurable. For example, you can roll up a Weekly measurable into a Monthly one.

Step 1: Open Create measurable rollup

Do one of the following:

• Right-click on the measurable's title and select Create measurable rollup.
• Or open the measurable, click the three-dot icon at the top right of the screen and select Create measurable rollup.

Step 2: Choose the types and how values roll up

1. In the Create measurable rollup window, select the type you want to roll up to: Monthly, Quarterly or Annually. You can select all three if you want.
2. Under Roll up values as, select:
   • Total: the sum of the source periods.
   • Average: the mean of the source periods.
3. Click Create to finish.

The roll-up uses the same title as the original measurable unless you rename it.

Edit a roll-up

Right-click on the original measurable and select Edit measurable rollup.

Roll-up icon

Roll-up measurables have an icon next to their title. Hover over it to see which measurable it was rolled up from, for example Rolled up from New client (Weekly).

Delete a roll-up

Right-click on the roll-up measurable and select Delete, or open it, click the three-dot icon at the top right of the screen and select Delete.

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 and add an attachment.

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 and add an attachment..

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.

Archived data

In the display settings menu at the top right of the Scorecard™ screen you have the option to choose if you show the archived measurables in your Scorecard™. You can choose from the following options:

• Hide all
• Show past day
• Show past week
• Show past month
• Show past year
• Show all

Display order

In the display settings you can also update the display order to the following options:

• Title (alphabetical A-Z)
• People (alphabetical A-Z)
• Date created
• Manual (allows you to drag and drag the order)

Show / hide average and total columns
You will also see the option in the display settings to hide or show the average and total columns in your Scorecard™. This is global to the whole Scorecard™. If you want to turn them on or off for a specific measurable you can do that in the measurable itself.

You may notice small icons next to a measurable's title on the Scorecard. These icons provide additional information about the measurable at a glance.

Comment icon

The Comment icon indicates that a comment has been added to the measurable.

A number next to the icon shows how many comments are currently associated with the measurable.

For example, if you see a comment icon with 1 next to New client, this means the measurable has one comment.

Description icon

The Description icon (shown as horizontal lines) indicates that additional information has been added to the measurable's Description field.

This lets you quickly identify measurables that contain additional context or details.

Formula icon

The Formula icon (shown as a small calculator) indicates that the measurable's type is set to Formula.

Formula measurables calculate their values based on the formula configured for the measurable, rather than relying on values being entered manually.

Tip: These icons make it easier to identify measurables that contain comments, additional descriptions, or formulas directly from the Scorecard without opening each measurable.