Duplicating Metrics and Scorecards

Create copies of metrics and scorecards quickly

Last updated: December 31, 2024

Duplicating Metrics and Scorecards

Save time by duplicating existing metrics and scorecards instead of creating from scratch.

Duplicating a Metric

  • Go to the Metrics page
  • Find the metric you want to duplicate
  • Click the duplicate icon (copy button)
  • The copy is created with "(Copy)" appended to the name
  • Edit the new metric to customize it
  • Duplicated metrics:

    • Copy all settings from the original
    • Get a unique name and identifier
    • Can be edited independently
    • Are created as unassigned (not attached to any scorecard)

    Duplicating a Scorecard

  • Go to Scorecards
  • Open the scorecard you want to duplicate
  • Click Duplicate in the actions menu
  • The copy includes all sections and metric assignments
  • Duplicated scorecards:

    • Copy all sections and their structure
    • Maintain the same metric assignments
    • Get a unique name with "(Copy)" appended
    • Can be edited independently

    Use Cases

    • Testing changes: Duplicate before making major modifications
    • Templates: Create a base scorecard, duplicate for each team/region
    • Seasonal versions: Duplicate quarterly scorecards for new periods
    • What-if scenarios: Create copies to explore different target configurations

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