Creating Scorecards

Scorecards are the foundation of Scorecard.biz. Here's everything you need to know about creating them.

Three Ways to Create

1. Manual Creation

Build your scorecard from scratch with complete control:

• Define your own sections and metrics
• Set custom targets and thresholds
• Best for unique or specialized scorecards

2. AI-Assisted Creation

Let AI help you design your scorecard:

• Describe what you want to track in plain English
• AI suggests relevant metrics and sections
• Review and customize the suggestions
• Great for getting started quickly

3. Template-Based

Start from a pre-built template:

• Browse the template marketplace
• Choose from industry-specific templates
• Customize to fit your needs
• Ideal for common use cases

Scorecard Settings

Visibility

• Public: Visible to all organization members
• Secret: Only visible to users with explicit access

Frequency

Choose how often data is updated:

• Daily, Weekly, Fortnightly, Monthly, Quarterly, Yearly

Default Period Count

How many periods to show by default (e.g., 6 months, 12 weeks).

Managing Scorecards

• Edit: Update name, description, and settings
• Archive: Hide from active view (can be restored)
• Retire: Mark as no longer in use
• Delete: Permanently remove (use with caution)