Scorecard Best Practices
Everything to know about customizing and using the Scorecard.
Table of Contents
The Scorecard is made up of KPIs. When a KPI is created, it can live on as many teams as needed. Learn more about KPI creation here or watch the Data Overview video below.
Types of KPIs and Targets
Each KPI can have a unique, trackable unit:
- Number/Frequency
- Currency
- Percentage
- Yes/No
- Time (HH:MM:SS)
Choose how to track each KPI and establish a target. For each target, choose how to determine its success by selecting:
- Range
- Greater than
- Less than
Settings
There are a variety of settings to choose from on the Scorecard. Select the gear icon to see options to change the Weekly Start Day, Average/Total Columns, and Color Indicator.
Change the Start Day
Since companies run their meetings on different days of the week, we've made it possible to change the work week's start day in the Scorecard tool.
Adjusting this changes the start day for the full company, for all KPIs (because KPIs can live on multiple teams, different teams cannot have different start days).
Update the Scorecard Start Day from the Scorecard
- Visit the Data Page.
- Click the gear icon in the top right and control the start day from there.
- After updating, click Close to change the dates.
Note: This also affects all historical data.
Update the Scorecard Start Day in Settings
- Visit the Settings page.
- Click Configuration.
- Within the Data section, click the drop-down for Measurable Weekly Start Day and chose the new desired start day.
Important: The day chosen in global settings affects all weekly KPIs for all teams.
Quarterly Pre-Populated KPIs
The Quarterly Scorecard gives default KPIs to the Senior Leadership Team. Learn more about those here!