[{"data":1,"prerenderedAt":1713},["ShallowReactive",2],{"docs:guide:scorecard":3,"docs:nav":1550,"seo-settings":1694},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":1524,"seo":1545,"publishedAt":1548,"updatedAt":1549},"scorecard","/docs/guides/scorecard","Scorecard™",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","The Scorecard™ is a key part of EOS® — it's a snapshot of your most important numbers. They help your team stay on track, catch issues early, and stay focused on what really matters.",{"type":20,"value":21,"toc":1503},"minimark",[22,27,30,43,49,57,60,70,75,91,100,107,116,120,123,145,148,156,160,163,207,210,219,223,225,262,265,274,278,281,349,351,381,384,391,395,398,406,415,419,421,458,461,469,473,476,481,499,507,544,547,556,559,569,573,576,583,587,590,598,601,609,612,652,660,665,668,672,689,699,708,718,753,756,765,769,772,780,787,794,797,804,808,811,814,821,825,828,839,847,851,854,863,867,872,875,889,892,899,906,915,920,923,937,944,948,951,956,994,997,1004,1008,1029,1038,1042,1049,1052,1075,1078,1086,1090,1093,1097,1100,1117,1128,1136,1140,1187,1190,1198,1202,1208,1217,1221,1227,1236,1240,1251,1260,1264,1271,1288,1298,1302,1308,1327,1336,1340,1345,1348,1368,1378,1383,1386,1400,1409,1417,1427,1431,1434,1438,1443,1446,1457,1461,1470,1473,1477,1484,1487,1493],[23,24,26],"h2",{"id":25},"setting-up-your-scorecard","Setting up your Scorecard™",[13,28,29],{},"When you first go to set up your Scorecard™ you will be prompted to add your first measurable.",[31,32],"docs-image",{"asset":33},{"id":34,"publicId":35,"version":36,"format":37,"resourceType":38,"width":39,"height":40,"alt":41,"name":42},"196a6bdd78a84f25378032da6c6372ce","docs/a_01KC51rc3hV0Nr3REpmmn6pBMh/Screenshot-2025-12-10-at-9-04-46-PM",1791492521,"png","image",3176,1908,"Empty Scorecard page showing No measurables yet, with Add measurable and Library buttons","Screenshot 2025 12 10 At 9.04.46  P M",[13,44,45],{},[46,47,48],"strong",{},"Add new measurable",[13,50,51,52,56],{},"To add your own measurable click the ",[53,54,55],"code",{},"Add measurable"," button in the prompt or at the top right hand side of the screen.",[13,58,59],{},"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.",[31,61],{"asset":62},{"id":63,"publicId":64,"version":65,"format":37,"resourceType":38,"width":66,"height":67,"alt":68,"name":69},"c4d91b56816ecf993527d6f66ae35208","docs/a_01kc5H9mpCe2K73492aBBtABPp/Screenshot-2025-12-11-at-1-44-01-AM",1791492522,2974,1906,"Add measurable dialog with title, type and goal fields, plus frequency, team and owner settings and a Library button","Screenshot 2025 12 11 At 1.44.01  A M",[13,71,72],{},[46,73,74],{},"Library",[13,76,77,78,80,81,84,86,87,90],{},"You can choose from a range of common measurables from our library by clicking the ",[53,79,74],{}," 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.",[82,83],"br",{},[82,85],{},"\nTo 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 ",[53,88,89],{},"Add {number} measurables"," button and they will now appear in your Scorecard™.",[31,92],{"asset":93},{"id":94,"publicId":95,"version":65,"format":37,"resourceType":38,"width":96,"height":97,"alt":98,"name":99},"742f48a45d139b0e196b6c779cf43664","docs/a_01KC5hb9rt47tnhrWn38n2M5S0/Screenshot-2025-12-11-at-1-45-14-AM",2970,1898,"Add measurable from library dialog listing weekly Sales & Marketing measurables with toggles to select each one","Screenshot 2025 12 11 At 1.45.14  A M",[13,101,102,103,106],{},"You can also add a Measurable to multiple teams by turning on the ",[46,104,105],{},"\"Choose multiple\""," switch in the Teams dropdown.",[31,108],{"asset":109},{"id":110,"publicId":111,"version":112,"format":37,"resourceType":38,"width":96,"height":113,"alt":114,"name":115},"e7d88d24d1b4a87bac9d70d76a7e5881","docs/a_01KC5HfdfT2H8qz4660W1ytK8X/Screenshot-2025-12-11-at-1-46-28-AM",1791492523,1904,"Add measurable dialog with the Team dropdown open and the Choose multiple switch turned on and highlighted","Screenshot 2025 12 11 At 1.46.28  A M",[23,117,119],{"id":118},"measurable-types","Measurable types",[13,121,122],{},"There are five different types of measurable to choose from:",[124,125,126,130,133,136,139,142],"ul",{},[127,128,129],"li",{},"Number",[127,131,132],{},"Percentage",[127,134,135],{},"Currency",[127,137,138],{},"Yes / No",[127,140,141],{},"Duration",[127,143,144],{},"Formula",[13,146,147],{},"Each type has different options to make it flexible to your goal which are outlined below.",[31,149],{"asset":150},{"id":151,"publicId":152,"version":112,"format":37,"resourceType":38,"width":153,"height":40,"alt":154,"name":155},"85e53ee24e16cd7ef1e3caab36fc8bb3","docs/a_01Kc5hh7fp4wCXayEm2ncZ1D79/Screenshot-2025-12-11-at-1-48-29-AM",2972,"Add measurable dialog with the type dropdown open: Number, Percentage, Currency, Yes/no, Duration and Formula","Screenshot 2025 12 11 At 1.48.29  A M",[13,157,158],{},[46,159,129],{},[13,161,162],{},"The comparison field offers the following options:",[124,164,165,171,177,183,189,195,201],{},[127,166,167,170],{},[53,168,169],{},"\u003C"," less than the goal number",[127,172,173,176],{},[53,174,175],{},"\u003C="," less than or equal to the goal number",[127,178,179,182],{},[53,180,181],{},"="," equal to the goal number",[127,184,185,188],{},[53,186,187],{},">="," greater than or equal to the goal number",[127,190,191,194],{},[53,192,193],{},">"," greater than the goal number",[127,196,197,200],{},[53,198,199],{},"In range"," between lower and upper goal numbers (inclusive)",[127,202,203,206],{},[53,204,205],{},"Not in range"," outside lower and upper goal numbers (exclusive)",[13,208,209],{},"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.",[31,211],{"asset":212},{"id":213,"publicId":214,"version":112,"format":37,"resourceType":38,"width":215,"height":216,"alt":217,"name":218},"e3bd6398dbbba9d3d2dcf21829bd9384","docs/a_01Kc5hM2yF69Paw42YbyRN0BKZ/Screenshot-2025-12-11-at-1-49-58-AM",2976,1910,"Add measurable dialog with a Number type and the comparison dropdown open, listing \u003C, \u003C=, =, >=, >, In range and Not in range","Screenshot 2025 12 11 At 1.49.58  A M",[13,220,221],{},[46,222,132],{},[13,224,162],{},[124,226,227,232,237,242,247,252,257],{},[127,228,229,231],{},[53,230,169],{}," less than the goal percentage",[127,233,234,236],{},[53,235,175],{}," less than or equal to the goal percentage",[127,238,239,241],{},[53,240,181],{}," equal to the goal percentage",[127,243,244,246],{},[53,245,187],{}," greater than or equal to the goal percentage",[127,248,249,251],{},[53,250,193],{}," greater than the goal percentage",[127,253,254,256],{},[53,255,199],{}," between lower and upper goal percentages (inclusive)",[127,258,259,261],{},[53,260,205],{}," outside lower and upper goal percentages (exclusive)",[13,263,264],{},"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.",[31,266],{"asset":267},{"id":268,"publicId":269,"version":270,"format":37,"resourceType":38,"width":271,"height":216,"alt":272,"name":273},"422ab7a018001f5058eb330b61a0a8be","docs/a_01kC5hPWQNB9Z2p9XM3WNskgnz/Screenshot-2025-12-11-at-1-51-35-AM",1791492524,2980,"Add measurable dialog with a Percentage type and the comparison dropdown open, listing \u003C, \u003C=, =, >=, >, In range and Not in range","Screenshot 2025 12 11 At 1.51.35  A M",[13,275,276],{},[46,277,135],{},[13,279,280],{},"The currency field offers the following options:",[124,282,283,289,295,301,307,313,319,325,331,337,343],{},[127,284,285,288],{},[46,286,287],{},"$"," – US Dollar (USD)",[127,290,291,294],{},[46,292,293],{},"€"," – Euro (EUR)",[127,296,297,300],{},[46,298,299],{},"£"," – British Pound Sterling (GBP)",[127,302,303,306],{},[46,304,305],{},"¥"," – Japanese Yen (JPY) or Chinese Yuan (CNY)",[127,308,309,312],{},[46,310,311],{},"₹"," – Indian Rupee (INR)",[127,314,315,318],{},[46,316,317],{},"₽"," – Russian Ruble (RUB)",[127,320,321,324],{},[46,322,323],{},"₩"," – South Korean Won (KRW)",[127,326,327,330],{},[46,328,329],{},"₺"," – Turkish Lira (TRY)",[127,332,333,336],{},[46,334,335],{},"฿"," – Thai Baht (THB)",[127,338,339,342],{},[46,340,341],{},"₫"," – Vietnamese Dong (VND)",[127,344,345,348],{},[46,346,347],{},"د.إ"," – United Arab Emirates dirham (AED)",[13,350,162],{},[124,352,353,357,361,365,369,373,377],{},[127,354,355,170],{},[53,356,169],{},[127,358,359,176],{},[53,360,175],{},[127,362,363,182],{},[53,364,181],{},[127,366,367,188],{},[53,368,187],{},[127,370,371,194],{},[53,372,193],{},[127,374,375,200],{},[53,376,199],{},[127,378,379,206],{},[53,380,205],{},[13,382,383],{},"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.",[31,385],{"asset":386},{"id":387,"publicId":388,"version":270,"format":37,"resourceType":38,"width":96,"height":40,"alt":389,"name":390},"9103a8689c9bdcf7471dfa9070463b7b","docs/a_01Kc5j0kfHvmJ62s7pCxkd03p9/Screenshot-2025-12-11-at-1-55-09-AM","Add measurable dialog with a Currency type and the currency symbol dropdown open, listing $, €, £, ¥ and more","Screenshot 2025 12 11 At 1.55.09  A M",[13,392,393],{},[46,394,138],{},[13,396,397],{},"The Yes / No goal field offers the following options:",[124,399,400,403],{},[127,401,402],{},"is Yes",[127,404,405],{},"is No",[31,407],{"asset":408},{"id":409,"publicId":410,"version":411,"format":37,"resourceType":38,"width":153,"height":412,"alt":413,"name":414},"abdb5601ec489f9e167ebe9ac795fcb5","docs/a_01kC5j223g1564tg154nD977Hd/Screenshot-2025-12-11-at-1-57-41-AM",1791492525,1902,"Add measurable dialog on the Scorecard with Yes/no type selected and the goal dropdown open showing Yes and No","Screenshot 2025 12 11 At 1.57.41  A M",[13,416,417],{},[46,418,141],{},[13,420,162],{},[124,422,423,428,433,438,443,448,453],{},[127,424,425,427],{},[53,426,169],{}," less than the goal duration",[127,429,430,432],{},[53,431,175],{}," less than or equal to the goal duration",[127,434,435,437],{},[53,436,181],{}," equal to the goal duration",[127,439,440,442],{},[53,441,187],{}," greater than or equal to the goal duration",[127,444,445,447],{},[53,446,193],{}," greater than the goal duration",[127,449,450,452],{},[53,451,199],{}," between lower and upper goal duration (inclusive)",[127,454,455,457],{},[53,456,205],{}," outside lower and upper goal duration (exclusive)",[13,459,460],{},"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.",[31,462],{"asset":463},{"id":464,"publicId":465,"version":411,"format":37,"resourceType":38,"width":466,"height":67,"alt":467,"name":468},"a3b5f396335fed86ee9a1ec056e8c7d8","docs/a_01kC5J4WE0F86fmp77GrMjvtP8/Screenshot-2025-12-11-at-1-59-14-AM",2978,"Add measurable dialog with Duration type, comparison dropdown open listing \u003C, \u003C=, =, >=, >, In range and Not in range, plus hours and minutes fields","Screenshot 2025 12 11 At 1.59.14  A M",[23,470,472],{"id":471},"formulas","Formulas",[13,474,475],{},"You can create formulas in your Scorecard to automatically calculate sums of data in other measurables across teams within your company.",[13,477,478],{},[46,479,480],{},"How to create a formula",[482,483,484,490,493],"ol",{},[127,485,486,487,489],{},"Click the ",[53,488,55],{}," button.",[127,491,492],{},"Give the formula a title, optional description, owner and select the teams you want the measurable to show on the Scorecard for.",[127,494,495,496,489],{},"Select the formula option from the drop down you will see an ",[53,497,498],{},"Edit formula",[31,500],{"asset":501},{"id":502,"publicId":503,"version":411,"format":37,"resourceType":38,"width":504,"height":113,"alt":505,"name":506},"ed5ab9cb4823c6735ed4f864f6f5ec8a","docs/a_01kC5j7c1x47T3aWcrR7DN6qXW/Screenshot-2025-12-11-at-2-00-21-AM",2982,"Add measurable dialog with Formula selected as the type and the Edit formula button highlighted","Screenshot 2025 12 11 At 2.00.21  A M",[482,508,509],{},[127,510,511,512],{},"Use mathematical symbols to build your formula:",[124,513,514,520,526,532,538],{},[127,515,516,519],{},[53,517,518],{},"+"," Add",[127,521,522,525],{},[53,523,524],{},"-"," Subtract",[127,527,528,531],{},[53,529,530],{},"*"," Multiply",[127,533,534,537],{},[53,535,536],{},"/"," Divide",[127,539,540,543],{},[53,541,542],{},"()"," Group expressions",[13,545,546],{},"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.",[31,548],{"asset":549},{"id":550,"publicId":551,"version":552,"format":37,"resourceType":38,"width":66,"height":553,"alt":554,"name":555},"2cfbd5832f76feeb2f5f3a84f71a024f","docs/a_01KC5jbDf0JC8kGn9YJKV18KYn/Screenshot-2025-12-11-at-2-02-27-AM",1791492526,1912,"Edit formula window listing Scorecard measurables, with a formula subtracting New client from New leads generated and a green Good status","Screenshot 2025 12 11 At 2.02.27  A M",[13,557,558],{},"Any measurables that include formulas will be marked with the orange triangle on the top left corner",[31,560],{"asset":561},{"id":562,"publicId":563,"version":564,"format":37,"resourceType":38,"width":565,"height":566,"alt":567,"name":568},"0e7ad9c71799cb8e8108958f83539a61","docs/a_01K1GPJPf9G13HmFM7SbFM51z3/Measurable-with-formula",1791492455,1596,314,"Scorecard rows with a small orange triangle in the top left corner of a measurable, marking it as a formula","Measurable With Formula",[23,570,572],{"id":571},"adding-your-data","Adding your data",[13,574,575],{},"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.",[31,577],{"asset":578},{"id":579,"publicId":580,"version":552,"format":37,"resourceType":38,"width":215,"height":412,"alt":581,"name":582},"6ba6127e45d74308224a2a7fd46cf65a","docs/a_01kC5jD9mE3X4HXA7GT5TAGEnP/Screenshot-2025-12-11-at-2-03-48-AM","Weekly Scorecard with a cell selected for data entry, cells shaded green where the goal is met and red where it is missed","Screenshot 2025 12 11 At 2.03.48  A M",[23,584,586],{"id":585},"adding-notes-custom-goals","Adding Notes & Custom Goals",[13,588,589],{},"You can add a note and set custom goals for specific measurables directly in your Scorecard by right clicking on a cell.",[31,591],{"asset":592},{"id":593,"publicId":594,"version":552,"format":37,"resourceType":38,"width":96,"height":595,"alt":596,"name":597},"c04dd609311138e451055b812d4297cc","docs/a_01kC5JM3G3ZrEK9fs3wT3bf05t/Screenshot-2025-12-11-at-2-06-23-AM",1896,"Scorecard right-click menu on a cell showing the Add note and Change goal options","Screenshot 2025 12 11 At 2.06.23  A M",[13,599,600],{},"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.",[31,602],{"asset":603},{"id":604,"publicId":605,"version":606,"format":37,"resourceType":38,"width":215,"height":67,"alt":607,"name":608},"fa91e67da79b91e49f8738f0257c2ee4","docs/a_01kC5JVkpv97d9MM2PT86Ewbx3/Screenshot-2025-12-11-at-2-11-11-AM",1791492527,"Set custom goal and note window on the Scorecard with an Add note field and a Save button","Screenshot 2025 12 11 At 2.11.11  A M",[13,610,611],{},"To add Custom Goals follow the steps below:",[482,613,614,620,631,636,639,645],{},[127,615,616,619],{},[46,617,618],{},"Right-click the cell"," where you want to set or update a custom goal.",[127,621,622,623,626,627,630],{},"You’ll see two options appear: ",[46,624,625],{},"Add Note"," and ",[46,628,629],{},"Change Goal",".",[127,632,633,634,630],{},"Select ",[46,635,629],{},[127,637,638],{},"A menu will appear allowing you to adjust the measurable.",[127,640,641,644],{},[46,642,643],{},"Enter your preferred goal value"," in the field provided.",[127,646,647,648,651],{},"Click ",[46,649,650],{},"Set Custom Goal"," to save your changes.",[31,653],{"asset":654},{"id":655,"publicId":656,"version":606,"format":37,"resourceType":38,"width":657,"height":553,"alt":658,"name":659},"932cf167c4da61c205d1bd68dd4bc6f9","docs/a_01Kc5JzxJJ70v69pfPX6cG8a0Q/Screenshot-2025-12-11-at-2-13-56-AM",2984,"Scorecard cell pop-up for a custom goal with type, comparison and value fields and the Set custom goal button","Screenshot 2025 12 11 At 2.13.56  A M",[661,662,664],"h4",{"id":663},"how-to-add-a-custom-goal-for-multiple-scorecard-cells","How to Add a Custom Goal for Multiple Scorecard Cells",[13,666,667],{},"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.",[661,669,671],{"id":670},"steps","Steps",[482,673,674,681],{},[127,675,676,677,680],{},"Go to your ",[46,678,679],{},"Scorecard"," and locate the measurable you want to update.",[127,682,683,686,687,630],{},[46,684,685],{},"Right-click the measurable title"," and select ",[46,688,629],{},[31,690],{"asset":691},{"id":692,"publicId":693,"version":694,"format":37,"resourceType":38,"width":695,"height":696,"alt":697,"name":698},"26d608a061f1c1326d32456c898a529b","docs/a_01m0V2pY66n5jW8jgvm3zxcD92/Screenshot-2026-08-25-at-12-46-17-AM",1791492638,3338,2048,"Scorecard right-click menu on a measurable title with the Change goal option highlighted","Screenshot 2026 08 25 At 12.46.17  A M",[13,700,701,702,705,706,630],{},"Alternatively, select the measurable, click the ",[46,703,704],{},"three-dot menu",", and choose ",[46,707,629],{},[31,709],{"asset":710},{"id":711,"publicId":712,"version":713,"format":37,"resourceType":38,"width":714,"height":715,"alt":716,"name":717},"9785b4ed58109f58f98f8153f6c36e98","docs/a_01m0V2tpK2mBQ8XKgcD4JtyyK2/Screenshot-2026-08-25-at-12-47-48-AM",1791492639,3342,2046,"Measurable detail page with the three-dot menu open at top right, arrow pointing to it and Change goal highlighted","Screenshot 2026 08 25 At 12.47.48  A M",[482,719,720,727,734,740,747],{},[127,721,722,723,726],{},"The ",[46,724,725],{},"Update Goal"," window will appear.",[127,728,729,730,733],{},"Select the ",[46,731,732],{},"Start Date"," for when you want the new goal to begin.",[127,735,729,736,739],{},[46,737,738],{},"End Date"," for when you want the custom goal to stop applying.",[127,741,742,743,746],{},"Choose the ",[46,744,745],{},"Goal Type"," (for example, ≥, ≤, or =) and enter the goal number.",[127,748,647,749,752],{},[46,750,751],{},"Add Custom Goal"," to save.",[13,754,755],{},"The custom goal will then apply to the Scorecard cells within the date range you selected.",[31,757],{"asset":758},{"id":759,"publicId":760,"version":713,"format":37,"resourceType":38,"width":761,"height":762,"alt":763,"name":764},"32f2b2646c19d2752b167ce4afc2b4e8","docs/a_01m0V2X9qVT34sfMR7N5W79CHd/Screenshot-2026-08-25-at-12-50-04-AM",3340,2042,"Update goal window with Start date, End date and Goal fields and the Add custom goal button","Screenshot 2026 08 25 At 12.50.04  A M",[23,766,768],{"id":767},"data-graphs","Data graphs",[13,770,771],{},"If you click the bar chart icon you will be shown a graph for the data in your Scorecard™.",[31,773],{"asset":774},{"id":775,"publicId":776,"version":777,"format":37,"resourceType":38,"width":96,"height":113,"alt":778,"name":779},"eed7a6442644220663d4278c49dcecb9","docs/a_01kC5K2cS11j1d7B5V5SFehNxZ/Screenshot-2025-12-11-at-2-15-05-AM",1791492528,"Scorecard with the bar chart icon highlighted at top right, showing a line graph of measurable data above the table","Screenshot 2025 12 11 At 2.15.05  A M",[13,781,782,783,786],{},"You can turn on and off which measurables are included in the graph by clicking on the ",[46,784,785],{},"coloured dot"," next to the measurables title at the top of the graph.",[31,788],{"asset":789},{"id":790,"publicId":791,"version":777,"format":37,"resourceType":38,"width":153,"height":40,"alt":792,"name":793},"2a61a1dc2dad77e057cff97b883d1c6e","docs/a_01kC5K4E7eYkWP54z2y1H33b6M/Screenshot-2025-12-11-at-2-16-15-AM","Scorecard data graph with the measurable legend highlighted, two measurables toggled on and two turned off","Screenshot 2025 12 11 At 2.16.15  A M",[13,795,796],{},"If you hover on the graph you will see data from that point in time for each active measurable.",[31,798],{"asset":799},{"id":800,"publicId":801,"version":777,"format":37,"resourceType":38,"width":66,"height":67,"alt":802,"name":803},"67eb4ff7e7c6c1cf3d0209e7ed802ec8","docs/a_01Kc5k692xRHb7JVBq4Znk0C02/Screenshot-2025-12-11-at-2-17-21-AM","Scorecard data graph with a hover tooltip showing each active measurable's value for the week of Oct 20","Screenshot 2025 12 11 At 2.17.21  A M",[23,805,807],{"id":806},"print-your-scorecard","Print your Scorecard™",[13,809,810],{},"To print a copy of your Scorecard™ click the printer icon at the top right hand side of the Scorecard™.",[13,812,813],{},"You will get a print out of the Scorecard™ for the time frame you currently have selected from the dropdown filter.",[31,815],{"asset":816},{"id":817,"publicId":818,"version":777,"format":37,"resourceType":38,"width":271,"height":216,"alt":819,"name":820},"40d5c3b2cd8bf6bfd0c78dad3b4fa315","docs/a_01kc5K8kY4V6b5gRHEGN1m686j/Screenshot-2025-12-11-at-2-18-24-AM","Scorecard PDF preview of the measurables table, opened from the printer icon highlighted at the top right","Screenshot 2025 12 11 At 2.18.24  A M",[23,822,824],{"id":823},"import-data","Import data",[13,826,827],{},"You can import data for your Scorecard™ in csv format by clicking the upload button.",[829,830,831,836],"docs-callout",{},[13,832,833],{},[46,834,835],{},"About csv imports",[13,837,838],{},"Currently only Scorecard™ data coming directly from Ninety matches our file requirements, so you can upload a csv file that you downloaded from your Scorecard™ in Ninety directly into Success.",[31,840],{"asset":841},{"id":842,"publicId":843,"version":844,"format":37,"resourceType":38,"width":66,"height":40,"alt":845,"name":846},"565e616bf01618b3d2a494aeb909b36b","docs/a_01kC5kFg3K3cz9EGKgp3ESZ4hs/Screenshot-2025-12-11-at-2-22-01-AM",1791492529,"Import CSV file dialog on the Scorecard with a drag and drop area and an Import CSV file button","Screenshot 2025 12 11 At 2.22.01  A M",[23,848,850],{"id":849},"export-data","Export data",[13,852,853],{},"You can export your Scorecard data in csv format by clicking the download button at the top right of the Scorecard.",[31,855],{"asset":856},{"id":857,"publicId":858,"version":844,"format":37,"resourceType":38,"width":859,"height":860,"alt":861,"name":862},"c060d081bf607a9b62dc848df401b53d","docs/a_01kC5KHshtyT1rWw50d7Ym21Zd/Screenshot-2025-12-11-at-2-23-27-AM",3288,1252,"Exported Scorecard CSV opened in a spreadsheet, showing title, owner, goal, average, total and weekly values per measurable","Screenshot 2025 12 11 At 2.23.27  A M",[23,864,866],{"id":865},"measurable-settings","Measurable settings",[13,868,869],{},[46,870,871],{},"Display Options",[13,873,874],{},"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.",[124,876,877,880,883,886],{},[127,878,879],{},"Show average",[127,881,882],{},"Show total",[127,884,885],{},"Auto format",[127,887,888],{},"Auto round decimals ( This option will only appear if you turn on \"Auto format\")",[13,890,891],{},"They default to off when you create a new measurable, but if they make sense for your measurable you can toggle them ON.",[31,893],{"asset":894},{"id":895,"publicId":896,"version":844,"format":37,"resourceType":38,"width":215,"height":40,"alt":897,"name":898},"83e414d0200359b832de8a6af145a47d","docs/a_01kc5kw1DHWCAFeKtMzJE09the/Screenshot-2025-12-11-at-2-27-58-AM","Measurable detail page with Display options highlighted: Show average, Show total, Auto format and Auto round decimals toggled on","Screenshot 2025 12 11 At 2.27.58  A M",[13,900,901,902,905],{},"If you turned ON any of the Display Options, make sure to set the Display Average/total columns to ",[46,903,904],{},"SHOW"," so it will appear in your scorecard.",[31,907],{"asset":908},{"id":909,"publicId":910,"version":911,"format":37,"resourceType":38,"width":215,"height":912,"alt":913,"name":914},"3bc469899a3535d57b3343e8b8a4944c","docs/a_01Kc5M1x13VjdGN2teXjRfHq4t/Screenshot-2025-12-11-at-2-30-33-AM",1791492530,1872,"Scorecard Display menu with the Average/Total columns dropdown open showing Show and Hide options","Screenshot 2025 12 11 At 2.30.33  A M",[13,916,917],{},[46,918,919],{},"Measurable menu",[13,921,922],{},"There are a several useful options at the top right hand side of the measurable:",[124,924,925,928,931,934],{},[127,926,927],{},"Up and down arrows so you can navigate up and down the measurable list",[127,929,930],{},"Link icon that allows you to copy the measurable url",[127,932,933],{},"A panel icon to open and close the right hand panel",[127,935,936],{},"The three dot menu where you can add and issue, add a to-do, make a copy of the measurable or delete it.",[31,938],{"asset":939},{"id":940,"publicId":941,"version":911,"format":37,"resourceType":38,"width":504,"height":216,"alt":942,"name":943},"89ffc7579c2923907a07afeaa39b9b59","docs/a_01Kc5m4DzZr0p2eBG2SnXhfPpm/Screenshot-2025-12-11-at-2-33-25-AM","Measurable detail page with the three-dot menu highlighted at top right, listing Raise issue, Add to-do, Make a copy and Delete","Screenshot 2025 12 11 At 2.33.25  A M",[23,945,947],{"id":946},"edit-a-measurable","Edit a measurable",[13,949,950],{},"When you open any measurable you have created, you can adjust its details, settings, and ownership.",[952,953,955],"h5",{"id":954},"what-you-can-update-inside-a-measurable","What you can update inside a measurable",[124,957,958,963,968,973,979,984,989],{},[127,959,960],{},[46,961,962],{},"Title",[127,964,965],{},[46,966,967],{},"Optional description",[127,969,970],{},[46,971,972],{},"Comments",[127,974,975,978],{},[46,976,977],{},"Status"," (active or archived)",[127,980,981],{},[46,982,983],{},"Type and goal",[127,985,986],{},[46,987,988],{},"Team assignment",[127,990,991],{},[46,992,993],{},"Owner",[13,995,996],{},"All settings appear on the right side of the screen when viewing a measurable.",[31,998],{"asset":999},{"id":1000,"publicId":1001,"version":911,"format":37,"resourceType":38,"width":466,"height":40,"alt":1002,"name":1003},"30fbc22cfd50e071f33080d36283cfd2","docs/a_01KC5M8p623v7757A9m6b402DZ/Screenshot-2025-12-11-at-2-36-13-AM","Measurable detail page with a comment, and the right panel showing status, type and goal, display options, owner and team","Screenshot 2025 12 11 At 2.36.13  A M",[661,1005,1007],{"id":1006},"how-to-update-the-type-and-goal","How to update the Type and Goal",[482,1009,1010,1013,1018,1021,1024],{},[127,1011,1012],{},"Open the measurable you want to edit.",[127,1014,1015,1016,630],{},"Go to the right sidebar and look for ",[46,1017,983],{},[127,1019,1020],{},"Click the dropdown to reveal the available options.",[127,1022,1023],{},"Select the updates you want to apply.",[127,1025,647,1026,651],{},[46,1027,1028],{},"Update",[31,1030],{"asset":1031},{"id":1032,"publicId":1033,"version":1034,"format":37,"resourceType":38,"width":1035,"height":412,"alt":1036,"name":1037},"2815decbf92ff715c68167f66ac2765e","docs/a_01kC7BHQEyaxArf402A212q9JB/Screenshot-2025-12-11-at-6-41-49-PM",1791492532,3170,"Measurable detail page with the Type and goal dropdown open showing type, comparison, value, Set as future goal toggle and Update","Screenshot 2025 12 11 At 6.41.49  P M",[23,1039,1041],{"id":1040},"future-goals","Future Goals",[13,1043,1044,1045,1048],{},"If you want to apply a new goal to all future weeks while keeping your previous scores unchanged, you can turn on the ",[46,1046,1047],{},"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.",[13,1050,1051],{},"How to do it:",[482,1053,1054,1059,1062,1069],{},[127,1055,1056,1057,630],{},"From the sidebar, select ",[46,1058,679],{},[127,1060,1061],{},"Open or view the measurable you want to update.",[127,1063,1064,1065,1068],{},"In the right sidebar, under ",[46,1066,1067],{},"Type and Goal",", click the measurable's goal value.",[127,1070,1071,1072,1074],{},"Turn on ",[46,1073,1047],{}," at the bottom of the dropdown.",[13,1076,1077],{},"This applies the new goal moving forward without altering any previous entries.",[31,1079],{"asset":1080},{"id":1081,"publicId":1082,"version":1083,"format":37,"resourceType":38,"width":215,"height":113,"alt":1084,"name":1085},"aaa0e2f025319a29d37630a84850d965","docs/a_01kC5mhVvt6bEkCSA6Dv9j39SP/Screenshot-2025-12-11-at-2-39-03-AM",1791492531,"Type and goal dropdown on a measurable with Set as future goal turned on, an explanation of the setting and the Update button","Screenshot 2025 12 11 At 2.39.03  A M",[23,1087,1089],{"id":1088},"measurable-roll-up","Measurable roll-up",[13,1091,1092],{},"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.",[661,1094,1096],{"id":1095},"step-1-open-create-measurable-rollup","Step 1: Open Create measurable rollup",[13,1098,1099],{},"Do one of the following:",[124,1101,1102,1108],{},[127,1103,1104,1105,630],{},"Right-click on the measurable's title and select ",[46,1106,1107],{},"Create measurable rollup",[127,1109,1110,1111,1114,1115,630],{},"Or open the measurable, click the ",[46,1112,1113],{},"three-dot icon"," at the top right of the screen and select ",[46,1116,1107],{},[31,1118],{"asset":1119},{"id":1120,"publicId":1121,"version":1122,"format":1123,"resourceType":38,"width":1124,"height":1125,"alt":1126,"name":1127},"1e7972a340692e1b01ac8ac8889aaa13","docs/7",1793042133,"webp",2000,1163,"Right-click menu on a Scorecard measurable with Create measurable rollup highlighted","7",[31,1129],{"asset":1130},{"id":1131,"publicId":1132,"version":1133,"format":1123,"resourceType":38,"width":1124,"height":1125,"alt":1134,"name":1135},"feedccfb4bd58b4c181d35f999dc268d","docs/8",1793042135,"Measurable opened in Success.co with the three-dot menu showing Create measurable rollup highlighted","8",[661,1137,1139],{"id":1138},"step-2-choose-the-types-and-how-values-roll-up","Step 2: Choose the types and how values roll up",[482,1141,1142,1160,1181],{},[127,1143,1144,1145,1147,1148,1151,1152,1155,1156,1159],{},"In the ",[46,1146,1107],{}," window, select the type you want to roll up to: ",[46,1149,1150],{},"Monthly",", ",[46,1153,1154],{},"Quarterly"," or ",[46,1157,1158],{},"Annually",". You can select all three if you want.",[127,1161,1162,1163,1166,1167],{},"Under ",[46,1164,1165],{},"Roll up values as",", select:\n",[124,1168,1169,1175],{},[127,1170,1171,1174],{},[46,1172,1173],{},"Total",": the sum of the source periods.",[127,1176,1177,1180],{},[46,1178,1179],{},"Average",": the mean of the source periods.",[127,1182,647,1183,1186],{},[46,1184,1185],{},"Create"," to finish.",[13,1188,1189],{},"The roll-up uses the same title as the original measurable unless you rename it.",[31,1191],{"asset":1192},{"id":1193,"publicId":1194,"version":1195,"format":1123,"resourceType":38,"width":1124,"height":1125,"alt":1196,"name":1197},"867d3ff0c851f57591579516115fc868","docs/9",1793042137,"Create measurable rollup window with Monthly, Quarterly and Annually types, goals, and Roll up values as set to Total or Average","9",[661,1199,1201],{"id":1200},"edit-a-roll-up","Edit a roll-up",[13,1203,1204,1205,630],{},"Right-click on the original measurable and select ",[46,1206,1207],{},"Edit measurable rollup",[31,1209],{"asset":1210},{"id":1211,"publicId":1212,"version":1213,"format":1123,"resourceType":38,"width":1124,"height":1214,"alt":1215,"name":1216},"7ef67c0128bfd1841cf3f0c055b6ca31","docs/10",1793042138,1162,"Right-click menu on a Weekly measurable with Edit measurable rollup highlighted","10",[661,1218,1220],{"id":1219},"roll-up-icon","Roll-up icon",[13,1222,1223,1224,630],{},"Roll-up measurables have an icon next to their title. Hover over it to see which measurable it was rolled up from, for example ",[46,1225,1226],{},"Rolled up from New client (Weekly)",[31,1228],{"asset":1229},{"id":1230,"publicId":1231,"version":1232,"format":1123,"resourceType":38,"width":1124,"height":1233,"alt":1234,"name":1235},"16a60a3d7e8277fe9372dcdd7ce03397","docs/11",1793042140,1140,"Monthly Scorecard showing a roll-up measurable with the roll-up icon and the tooltip Rolled up from New client (Weekly)","11",[661,1237,1239],{"id":1238},"delete-a-roll-up","Delete a roll-up",[13,1241,1242,1243,1246,1247,1114,1249,630],{},"Right-click on the roll-up measurable and select ",[46,1244,1245],{},"Delete",", or open it, click the ",[46,1248,1113],{},[46,1250,1245],{},[31,1252],{"asset":1253},{"id":1254,"publicId":1255,"version":1256,"format":1123,"resourceType":38,"width":1124,"height":1257,"alt":1258,"name":1259},"05be8077e7876c3ee6133705884e3a50","docs/12",1793042744,1165,"Right-click menu on a Monthly roll-up measurable with Delete highlighted","12",[23,1261,1263],{"id":1262},"add-an-issue","Add an issue",[13,1265,1266,1267,1270],{},"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 ",[53,1268,1269],{},"Raise issue"," option.",[13,1272,1273,1274,1276,1278,1279,1281,1283,1284,1287],{},"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.",[82,1275],{},[82,1277],{},"\nThe 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.",[82,1280],{},[82,1282],{},"\nOnce you click the ",[53,1285,1286],{},"Add issue"," button the issue will be added to the issues list.",[31,1289],{"asset":1290},{"id":1291,"publicId":1292,"version":1293,"format":37,"resourceType":38,"width":1294,"height":1295,"alt":1296,"name":1297},"02126120dc323cf18f94fff9fb829f26","docs/a_01kwyjeVhvphzEdDaP190G80kH/scorecard-raise-issue",1791492629,1917,910,"Add issue dialog opened from a Scorecard measurable, prefilled with its type, target and value, with team, owner and priority fields","Scorecard Raise Issue",[23,1299,1301],{"id":1300},"add-a-to-do","Add a to-do",[13,1303,1304,1305,1270],{},"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 ",[53,1306,1307],{},"Add to-do",[13,1309,1310,1311,1313,1315,1316,1319,1320,1322,1283,1324,1326],{},"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.",[82,1312],{},[82,1314],{},"\nThe to-do automatically gets allocated the status of ",[53,1317,1318],{},"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..",[82,1321],{},[82,1323],{},[53,1325,1307],{}," 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.",[31,1328],{"asset":1329},{"id":1330,"publicId":1331,"version":1332,"format":37,"resourceType":38,"width":1294,"height":1333,"alt":1334,"name":1335},"19800ce34d989ceaf57c326b23ec363e","docs/a_01kWyJgRPA90WJ4SyxNj9Bpapt/scorecard-add-todo",1791492630,907,"Add to-do dialog opened from a Scorecard measurable, prefilled with its details, with due date, team, owner and priority fields","Scorecard Add Todo",[23,1337,1339],{"id":1338},"display-settings","Display settings",[13,1341,1342],{},[46,1343,1344],{},"Archived data",[13,1346,1347],{},"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:",[124,1349,1350,1353,1356,1359,1362,1365],{},[127,1351,1352],{},"Hide all",[127,1354,1355],{},"Show past day",[127,1357,1358],{},"Show past week",[127,1360,1361],{},"Show past month",[127,1363,1364],{},"Show past year",[127,1366,1367],{},"Show all",[31,1369],{"asset":1370},{"id":1371,"publicId":1372,"version":1373,"format":37,"resourceType":38,"width":1374,"height":1375,"alt":1376,"name":1377},"cf5afea9d5db02b310ecbf6aceda7992","docs/a_01JyEr0tRC639aNm55920vg78m/Scorecard-archived-data",1791492444,2574,636,"Scorecard Display menu with the Archived data options open: Hide all, Show past day, week, month, year and Show all","Scorecard Archived Data",[13,1379,1380],{},[46,1381,1382],{},"Display order",[13,1384,1385],{},"In the display settings you can also update the display order to the following options:",[124,1387,1388,1391,1394,1397],{},[127,1389,1390],{},"Title (alphabetical A-Z)",[127,1392,1393],{},"People (alphabetical A-Z)",[127,1395,1396],{},"Date created",[127,1398,1399],{},"Manual (allows you to drag and drag the order)",[31,1401],{"asset":1402},{"id":1403,"publicId":1404,"version":1373,"format":37,"resourceType":38,"width":1405,"height":1406,"alt":1407,"name":1408},"10db7ecf07bd01144b8a545b6570bc4d","docs/a_01JYer58CjDsZRk99a895m8HhV/Scorecard-display-order",2570,638,"Scorecard Display menu with the Display order options open: Title, People, Date created and Manual","Scorecard Display Order",[13,1410,1411,1414,1416],{},[46,1412,1413],{},"Show / hide average and total columns",[82,1415],{},"\nYou 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.",[31,1418],{"asset":1419},{"id":1420,"publicId":1421,"version":1422,"format":37,"resourceType":38,"width":1423,"height":1424,"alt":1425,"name":1426},"41e501cb432c50930cd598f911f8c1a8","docs/a_01jyERA8Ten8xveM8jqJWQAv3V/Show-or-hide-columns-scorecard",1791492445,2576,720,"Scorecard Display menu with the Average/Total columns options open showing Show and Hide","Show Or Hide Columns Scorecard",[23,1428,1430],{"id":1429},"scorecard-measurable-icons","Scorecard Measurable Icons",[13,1432,1433],{},"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.",[661,1435,1437],{"id":1436},"comment-icon","Comment icon",[13,1439,722,1440,1442],{},[46,1441,1437],{}," indicates that a comment has been added to the measurable.",[13,1444,1445],{},"A number next to the icon shows how many comments are currently associated with the measurable.",[13,1447,1448,1449,1452,1453,1456],{},"For example, if you see a comment icon with ",[46,1450,1451],{},"1"," next to ",[46,1454,1455],{},"New client",", this means the measurable has one comment.",[661,1458,1460],{"id":1459},"description-icon","Description icon",[13,1462,722,1463,1465,1466,1469],{},[46,1464,1460],{}," (shown as horizontal lines) indicates that additional information has been added to the measurable's ",[46,1467,1468],{},"Description"," field.",[13,1471,1472],{},"This lets you quickly identify measurables that contain additional context or details.",[661,1474,1476],{"id":1475},"formula-icon","Formula icon",[13,1478,722,1479,1481,1482,630],{},[46,1480,1476],{}," (shown as a small calculator) indicates that the measurable's type is set to ",[46,1483,144],{},[13,1485,1486],{},"Formula measurables calculate their values based on the formula configured for the measurable, rather than relying on values being entered manually.",[13,1488,1489,1492],{},[46,1490,1491],{},"Tip:"," These icons make it easier to identify measurables that contain comments, additional descriptions, or formulas directly from the Scorecard without opening each measurable.",[31,1494],{"asset":1495},{"id":1496,"publicId":1497,"version":1498,"format":37,"resourceType":38,"width":1499,"height":1500,"alt":1501,"name":1502},"1edc9615dd9754fbb20e52de57dc8892","docs/a_01M08Xq8Krc18F3bfMgdK93kwn/Screenshot-2026-08-17-at-11-24-19-PM",1791492637,3130,1668,"Scorecard with icons next to measurable titles highlighted for comments, descriptions and formulas","Screenshot 2026 08 17 At 11.24.19  P 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