Creating Your First Scorecard

This guide walks you through creating a complete scorecard from scratch.

Before You Start

Make sure you have:

• Signed in to your Scorecard.biz account
• Completed organization setup
• An idea of what metrics you want to track

Step 1: Start Creating

From your dashboard, click New Scorecard

Select Manual to build from scratch

Step 2: Basic Information

Fill in the scorecard details:

• Name: Choose a clear, descriptive name (e.g., "Q4 Sales Performance")
• Description: Explain the purpose of this scorecard
• Category: Select or create a category for organization
• Frequency: How often will data be updated?

- Daily, Weekly, Fortnightly, Monthly, Quarterly, Yearly

Step 3: Create Sections

Sections help organize related metrics:

Click Add Section

Give it a name (e.g., "Revenue", "Pipeline", "Activity")

Add a description if helpful

Repeat for each section you need

Step 4: Add Metrics

For each section:

Click Add Metric

Configure the metric:

- Name: Clear, specific name

- Description: What this metric measures

- Unit: Number, Currency, Percentage, etc.

- Target: Your goal value

- Higher is Better: Toggle based on metric type

- Amber Threshold: Percentage for amber status (e.g., 90%)

Step 5: Review and Save

Review all your sections and metrics

Click Create Scorecard

You'll be taken to your new scorecard

Tips for Success

• Start simple – you can always add more metrics later
• Use clear, consistent naming conventions
• Set realistic targets based on historical data
• Consider who will be entering data when setting frequency