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Overview

Scorecards summarize a small set of standardized metrics across units in a single view. Use them for portfolio reviews and weekly check-ins.

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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).

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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

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Tips

  • Keep to 3–6 core KPIs for readability
  • Define consistent targets across the organization
  • Pair with Reports for narrative context