Frequently Asked Questions

Scorecard.biz is a business performance tracking platform that helps you monitor key metrics, visualize performance with RAG (Red, Amber, Green) status indicators, collaborate with your team, and get AI-powered insights. It's designed for businesses of all sizes to track KPIs, goals, and operational metrics.

The colors represent RAG (Red, Amber, Green) status:

• **Green**: Meeting or exceeding target - you're on track! • **Amber**: Close to target but needs attention - take action to avoid slipping • **Red**: Below target - requires immediate attention and corrective action

The thresholds are configurable for each metric.

It depends on your business needs. Scorecard.biz supports daily, weekly, fortnightly, monthly, quarterly, and yearly frequencies. Choose based on:

• How often the underlying data changes • How quickly you need to react to changes • The effort required to collect the data

Most businesses use monthly for financial metrics and weekly for operational metrics.

Yes! Scorecard.biz is fully responsive and works on mobile devices. You can view dashboards, enter data, and receive notifications on your phone or tablet. We recommend using a modern browser like Chrome or Safari for the best experience.

Since Scorecard.biz uses OAuth login (Google or Microsoft), your email is tied to your login provider. To use a different email:

1. Sign out of Scorecard.biz 2. Ask an admin to invite your new email 3. Sign in with the new account 4. Ask an admin to transfer your data/access if needed

To delete your account:

1. Go to **Settings** → **Profile** 2. Scroll to the bottom 3. Click **Delete my account** 4. Confirm the deletion

**Note**: This removes your access but doesn't delete data you've contributed to shared scorecards. Contact your admin if you need that data removed.

Yes! You can be a member of multiple organizations with a single account. Use the organization switcher in the top navigation to switch between them. Each organization has its own scorecards, metrics, and user permissions.

Scorecard.biz uses OAuth (Google or Microsoft) for authentication, so there's no separate password to reset. If you're having trouble:

1. Reset your password with Google or Microsoft directly 2. Use a magic link by entering your email on the login page 3. Contact your IT team if using corporate SSO

There is no limit to the number of scorecards you can create. Create as many as you need to track different areas of your business. However, we recommend keeping it manageable - focus on the metrics that truly matter rather than tracking everything.

• A **scorecard** is a collection of related metrics organized into sections. Think of it as a dashboard for a specific area (e.g., "Sales Performance").

• A **metric** is a specific measurement you track over time (e.g., "Monthly Revenue", "Customer Churn Rate").

Scorecards contain metrics, and metrics contain values for each period.

Calculated metrics automatically compute their value from other metrics using formulas. Examples:

• **Profit Margin** = (Revenue - Costs) / Revenue × 100 • **Average Deal Size** = Total Revenue / Number of Deals • **Conversion Rate** = Conversions / Visitors × 100

They update automatically when source metrics change.

Archiving a scorecard:

• Hides it from the active dashboard • Preserves all historical data • Keeps it accessible in the archive section • Can be restored at any time

Use archiving for scorecards you no longer need but want to keep for reference.

Yes! Duplicating a scorecard creates a copy with all its sections and metric assignments:

1. Open the scorecard you want to duplicate 2. Click the **Duplicate** button in the actions menu 3. The copy is created with "(Copy)" added to the name 4. Edit the duplicate to customize it

This is useful for creating templates, testing changes, or setting up similar scorecards for different teams.

Yes! Metrics can be shared across multiple scorecards:

• Create a metric once and attach it to any scorecard • Data entered for the metric appears in all scorecards using it • Changes to the metric definition apply everywhere • View all scorecards using a metric from the Metrics page

This is perfect for organization-wide KPIs that appear on multiple dashboards.

Yes! There are several ways to import Excel data:

1. **Bulk Import**: Upload a CSV or Excel file with your data 2. **Copy-Paste**: Copy from Excel and paste into the spreadsheet view 3. **Google Sheets Integration**: Connect a sheet for ongoing sync 4. **AI Import**: Upload a file and let AI suggest the structure

Go to **Data Entry** → **Import** to get started.

Yes, but with controls to maintain data integrity:

• **Contributors** can request corrections (requires approval) • **Owners** can make direct corrections (logged in audit trail) • **Locked periods** cannot be edited without admin unlock

All changes are tracked with who, when, and why for accountability.

Yes! Each metric can have its own frequency independent of the scorecard. For example, a monthly scorecard can include:

• Monthly revenue figures • Weekly activity counts (aggregated to monthly) • Daily website visits (summed for the month)

Configure aggregation methods (sum, average, last) for how values combine.

Metric values support up to 4 decimal places for precision. Each metric can be configured with its own display precision (0-4 decimals). This is useful for:

• Currency: 2 decimals ($1,234.56) • Percentages: 1-2 decimals (45.5%) • Ratios: 2-4 decimals (1.2345) • Whole numbers: 0 decimals (1,234)

**Viewer** • View scorecards and metrics • See dashboards and reports • Cannot edit anything

**Contributor** • Everything Viewers can do • Enter data for assigned metrics • Request corrections

**Owner** • Everything Contributors can do • Create and configure scorecards/metrics • Approve corrections • Manage access for their scorecards

Yes, there are several options:

• **Guest Access**: Invite external users as Viewers • **Public Links**: Generate read-only shareable links • **Reports**: Export PDF reports to share • **Cross-Domain Access**: Set up formal sharing between organizations

Go to scorecard settings → Sharing to configure.

To assign someone as a data contributor:

1. Open the metric settings 2. Go to the **Contributors** tab 3. Search for and select users 4. Click **Add Contributor**

Contributors receive reminders when data is due and can enter values for that specific metric.

We take security seriously:

• **Encryption**: TLS 1.3 in transit, AES-256 at rest • **Authentication**: OAuth with Google/Microsoft, optional SSO • **Access Control**: Role-based permissions, per-scorecard access • **Audit Trail**: All changes logged with who, when, why • **Infrastructure**: Hosted on secure cloud infrastructure • **Compliance**: SOC 2 Type II compliant

You own your data. Scorecard.biz is a data processor, not owner. You can:

• Export all your data at any time • Delete your organization and all data • Request data portability

We never sell your data or use it for purposes other than providing the service.

Yes! We support enterprise SSO via:

• **SAML 2.0**: Works with Okta, Azure AD, OneLogin, etc. • **OAuth/OIDC**: For compatible identity providers

SSO is available on enterprise plans. Contact sales for setup assistance.

Yes, Scorecard.biz maintains a complete audit trail:

• Every data entry and change • Who made the change and when • Previous and new values • Reason for corrections

Admins can view audit logs in **Settings** → **Audit Log**.

Please visit our pricing page at scorecard.biz/pricing for current plans and pricing information. We offer:

• **Free**: For individuals getting started • **Starter** ($29/mo): For small teams • **Professional** ($79/mo): For growing businesses • **Business** ($199/mo): For larger teams with advanced needs • **Enterprise**: Custom pricing for large organizations

All paid plans include a free trial.

To cancel your subscription:

1. Go to **Settings** → **Billing** 2. Click **Manage Subscription** 3. Select **Cancel Subscription** 4. Your access continues until the end of the billing period

You can export your data before canceling. Canceled accounts can be reactivated within 30 days.

We accept:

• **Credit/Debit Cards**: Visa, Mastercard, American Express • **Direct Debit**: Available in some regions • **Invoicing**: Available for annual enterprise plans

All payments are processed securely through Stripe.