Creating Metrics

Metrics are the heart of Scorecard.biz. Here's how to create effective metrics.

Adding a Metric

Open your scorecard

Navigate to the section where you want the metric

Click Add Metric

Fill in the configuration form

Click Save

Metric Configuration

Basic Information

• Name: Clear, specific name (e.g., "Monthly Recurring Revenue")
• Description: What this metric measures and why it matters
• Definition: Precise definition for consistency

Unit Type

Choose the appropriate unit:

• Number: Generic count or quantity
• Currency: Monetary values (uses org currency)
• Percentage: Values shown as percentages
• Hours/Days: Time-based metrics
• Ratio: Comparative values
• Custom: Define your own unit label

Precision

How many decimal places to display (0-4).

Metric Properties

Frequency

How often this metric is updated. Usually matches the scorecard, but can differ.

Source Type

• Manual: Data entered by users
• Calculated: Computed from other metrics
• Integrated: Pulled from external systems

Metrics Are Reusable

Metrics in Scorecard.biz can be attached to multiple scorecards:

• Create a metric once, use it in many scorecards
• Changes to the metric definition apply everywhere
• Data is shared across all attached scorecards
• View which scorecards use each metric in the Metrics page

Tips for Good Metrics

• Be specific – avoid vague names
• Include units in the description
• Document the data source
• Start with fewer metrics and add more as needed