Quick Start Guide

Get your first scorecard up and running in just 5 minutes.

Step 1: Create Your Organization

When you first sign in, you'll be prompted to set up your organization:

Enter your organization name

Choose your timezone and currency

Select a color scheme that matches your brand

Click Create Organization

Step 2: Create Your First Scorecard

Click the New Scorecard button on your dashboard

Choose how to create it:

- Manual: Build from scratch

- AI-Assisted: Describe what you want to track

- Template: Use a pre-built template

Give your scorecard a name and description

Choose the update frequency (daily, weekly, monthly, etc.)

Step 3: Add Metrics

Click Add Section to organize your metrics

Click Add Metric within a section

Configure your metric:

- Name and description

- Unit type (number, currency, percentage)

- Target value and RAG thresholds

Repeat for all metrics you want to track

Step 4: Enter Your First Data

Navigate to Data Entry from the sidebar

Select your scorecard and period

Enter values for each metric

Click Save to publish your data

Step 5: View Your Dashboard

Return to your dashboard to see your scorecard with RAG status indicators showing your performance at a glance.

Next Steps

• Invite team members to collaborate
• Set up integrations to automate data collection
• Explore AI features for deeper insights