Overview
Scorecards summarize a small set of standardized metrics across units in a single view. Use them for portfolio reviews and weekly check-ins.Build a scorecard
1
Create scorecard
Name it and choose the evaluation range (e.g., last 6 months).
2
Select metrics
Pick metrics (QuickBooks or formula). Define direction (higher is better/worse) if supported.
3
Choose units
Include all or a filtered set (brand, region, tags).
Reading a scorecard
- Bands: Poor, Fair, Strong, Super based on configured thresholds
- Trend: Compare current period to prior month or year
- Data gaps: Units without data for a month are excluded from that month’s aggregates
Tips
- Keep to 3–6 core KPIs for readability
- Define consistent targets across the organization
- Pair with Reports for narrative context