How to Create a Scorecard #

A scorecard is a collection of goals used to track performance across a team, department, or business function.

Step 1: Create Your Goals First #

Before creating a scorecard:

• You must first create the goals you want to include
• Scorecards are built by grouping these existing goals

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Step 2: Navigate to Scorecards #

1. Click Goals in the left-hand navigation
2. You will land on the Goals dashboard
3. Toggle to Scorecards

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Step 3: Add a New Scorecard #

1. Click Add Scorecard in the top right-hand corner
2. Complete the setup fields

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Step 4: Configure Scorecard Details #

Scorecard Name #

• Enter a clear, descriptive name

Meeting Series (Optional) #

• Attach the scorecard to one or more meeting series
• This ensures the scorecard is reviewed regularly in meetings

Select Goals #

• Choose the goals to include on the scorecard
• You can select multiple goals

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Step 5: (Optional) Total Settings #

• You have the option to create a total across selected goals
• This combines individual goals into a single metric

Note: Totals should only be used when the selected goals logically combine (e.g., multiple revenue goals).

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Step 6: Assign Ownership and Access #

• Owner – Responsible for the scorecard
• Editors – Can update or modify
• Viewers – Can view only

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Step 7: Save the Scorecard #

• Click Submit
• The scorecard will appear on your Scorecards dashboard

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Key Takeaways #

• Scorecards are a collection of goals used for performance tracking
• Goals must be created before building a scorecard
• Scorecards can be tied to meeting series for accountability
• Totals allow you to roll up metrics when appropriate
• Access can be customized by owner, editors, and viewers