Overview

The score appears in the Smart Scorecard and provides a quick visual indicator of performance. This guide explains the color-coded scoring system, how to modify data that affects the colors, and whether the colors can be customized.

Recipe for a Winning Smart 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

Can I Modify the Data That Affects the Color Variations?

Yes! You can apply different filters to change the data that determines the overall score and color coding.

• Date Range – Adjust the period (e.g., last month, the last three months, or the full year) to view changes in the score over time.
• Location-Based Filtering – Focus on specific franchise locations rather than the entire business.
• Performance Metrics – The Cost of Goods Sold (COGS), Gross Profit, and Expenses directly impact the score. Updating these values will adjust the overall score.
• Years in Business – Filter by the number of years a location has been open to compare performance over time.
• Regional Filtering – Narrow results by state or territory for better regional insights.

Can I Customize the Score Colors?

Currently, custom color settings are not available. The green, yellow, and red system is predefined to maintain consistency. Future updates may introduce customization options based on user preferences.

Final Thoughts

The color-coded score system in Smart Scorecard provides a quick and easy way to assess performance. By applying the right filters and reviewing key financial metrics, you can gain valuable insights and take action where needed.