Complete walkthrough of setting up your first scorecard, from organization creation to entering your first data.
Learn the three ways to create scorecards: manual, AI-assisted, and from templates.
Set up different types of metrics with targets, units, and RAG thresholds.
Master the formula builder to create metrics that automatically compute from others.
Learn efficient data entry techniques including bulk entry and imports.
Invite users, assign contributors, and manage access to your scorecards.
Get automatic insights and ask questions about your data with AI chat.
Step-by-step guide to integrating HubSpot for automatic CRM data sync.
Set up Xero integration to automatically pull financial data.
Sync data between Scorecard.biz and Google Sheets for flexible data management.
Arrange widgets, set favorites, and personalize your dashboard view.
Create and export PDF reports for stakeholders and presentations.
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