Purpose

This guide explains how the overall score is calculated, how it works across locations and connections, and how you can customize it by applying filters and modifying parameters.

Features and Capabilities

• Overall Score Calculation – The overall score is determined based on data from connected locations, financial metrics, and success targets. It aggregates performance across various scorecards.
• Customization Options—For more precise insights, users can adjust the score by applying multiple filters, such as date range, location, connection status, responsible party (RP), and agent count.

Usage Guidelines

1. Is the Overall Score Calculated Per Location?

No, the overall score is not limited to a single location. Instead, it reflects the combined performance of all connected locations and scorecards.

🔹 Example – If multiple locations are connected, the overall score represents the total performance data, rather than an individual breakdown for each location.

2. Can I Change the Data That Filters Into My Overall Score?

Yes! You can modify the data that impacts the overall score by adjusting various filters.

Available Filters:

• Date Range – Select a period, such as the last month, last three months, or a custom range, to adjust the score calculation.
• Location & Territory – Select specific locations or territories to refine insights.
• State & Years Open – Filter locations by state or year they’ve been operating.
• Responsible Party (RP) & Agent Count – Analyze performance based on assigned responsible parties and agent count.

• Recipe for a Winning Scorecard Must Include Three “Goal Types”

  A great scorecard (OKR) connects your 🎯 goal to your ⛏ work and your 🖊 proof.

  🎯 Goal (The Objective): The inspirational goal. What do you want to achieve in the period?

  ⛏ Work (The Key Action): The work you’ll do to get there. What is your action strategy?

  🖊 Proof (The Key Result): The metrics that prove you're succeeding. How will you measure success?

  How Scoring Works

  Score your Key Results based on % completion at the end of the period. Set an ambitious objective — achieving 70% is success with Google’s OKR methodology. Learn more

  0 → 30 We failed to make real progress
  40 → 60 We made progress, but fell short of completion
  70 → 100 We delivered

  
  

3. Can I Edit the Parameters of My Overall Score?

Yes, you can edit multiple parameters that influence the overall score.

Modifiable Parameters:

• Date Range Filters – Adjust the timeframe for score calculations.
• Location & Territory Filters – Focus on selected franchise locations.
• Data Quality & Financial Metrics – Modify expenses, revenue, profitability, and other key financial data inputs.
• Score Range Customization – You can customize the colors for different performance levels to match your preferences.

Troubleshooting and Support

⚠️If the overall score does not update after applying filters:

• Ensure the selected locations, agent count, or date ranges have valid data.
• If filtering by RP, check that it has been configured correctly for the scorecard.

The Smart Scorecard now offers even more flexibility for tracking performance across multiple dimensions. By applying filters and customizing parameters, businesses can gain deeper insights and make data-driven decisions.