Working with Sections

Sections help you organize metrics into logical groups within a scorecard.

Why Use Sections?

• Organization: Group related metrics together
• Clarity: Make scorecards easier to read
• Navigation: Quickly find specific metrics
• Presentation: Better structure for reports

Creating Sections

Open your scorecard in edit mode

Click Add Section

Enter a section name

Optionally add a description

Click Save

Organizing Sections

Reordering

Drag and drop sections to change their order. The order affects how they appear on the scorecard and in reports.

Best Practices

• Use consistent naming conventions
• Keep section names short and descriptive
• Limit to 3-7 sections per scorecard
• Group metrics that are often viewed together

Example Section Structures

Sales Scorecard

Revenue Metrics

Pipeline Metrics

Activity Metrics

Customer Metrics

Financial Scorecard

Income Statement

Balance Sheet

Cash Flow

Ratios

Operations Scorecard

Production

Quality

Delivery

Safety