Parent-Child Scorecards

Create hierarchical structures where child scorecards roll up to parent scorecards.

Use Cases

• Regional Rollups: Store → Region → National
• Departmental: Team → Department → Division
• Time-Based: Weekly → Monthly → Quarterly

How It Works

Child scorecards contain detailed metrics

Parent scorecards aggregate data from children

Aggregation methods: Sum, Average, Min, Max, Count

Creating a Hierarchy

Step 1: Create Child Scorecards

Create individual scorecards for each unit (e.g., each store, team, or region).

Step 2: Create Parent Scorecard

Create a new scorecard

In settings, this becomes the parent

Link child scorecards to it

Step 3: Configure Aggregation

For each metric in the parent:

• Choose which child metrics to aggregate
• Select the aggregation method
• Values update automatically

Best Practices

• Keep hierarchies to 3 levels maximum
• Use consistent metric names across children
• Consider timing – children should update before parents
• Document the rollup logic for clarity