Using Templates

Templates help you get started quickly with pre-configured scorecards.

Finding Templates

Click New Scorecard

Select From Template

Browse or search the template marketplace

Template Categories

• Finance: P&L, Cash Flow, Budget Tracking
• Sales: Pipeline, Revenue, Activity
• Marketing: Campaign Performance, Lead Generation
• Operations: Production, Quality, Delivery
• HR: Recruitment, Engagement, Retention
• Customer Success: NPS, Churn, Support Metrics

Using a Template

Click on a template to preview

Review the included metrics and sections

Click Use Template

Customize as needed:

- Rename metrics

- Adjust targets

- Add or remove sections

Save your scorecard

Creating Your Own Templates

If you've built a useful scorecard:

Open the scorecard

Click Save as Template

Add a description and category

Choose visibility:

- Private (your organization only)

- Public (share with community)

Template Best Practices

• Start with a template, then customize
• Review all metrics before using
• Adjust targets to your specific context
• Remove metrics you won't use