Introduction

The Smart Scorecard offers a real-time, visual snapshot of your business’s key performance metrics, enabling you to easily track goals, accountability, and progress across your team or organization.

When you access the Scorecard from the main menu, you’ll land on a dashboard overview showing all your scorecards and the most important information at a glance.

Key Elements of the Scorecard Overview:

Team & Accountability Panel:

At the top, you will see a row of team members or responsible parties (RPs) with their initials, avatars, and color-coded performance indicators. You can quickly check who owns which goals and how everyone is performing.

Date Range & Filters:

Filter your scorecards by time period (such as “Last Year” or a specific month). Use powerful filters to slice your metrics by score, data quality, location, region, RP, group, or other custom fields.

Scorecard Grid:

Each scorecard appears as a card displaying:

• • Metric Name and Goal: What you’re measuring and your target (e.g., Revenue Expansion: “Expand revenue by 15%”).

  • Source/Connection Status: Shows integration status (e.g., “Connected 4/10”).

  • Current Score: A numerical value and colored progress bar (green, yellow, red) to instantly show if you’re on track, at risk, or behind.

  • Quick Actions: Dots/menu for more details, edits, or advanced views.

All Scorecards & Categories:

Tabs let you toggle between all scorecards, specific categories (like QuickBooks Online, KPI, Sales Target, Account Receivable, etc.), or custom views.

Visual Indicators:

Scorecards utilize visual cues—color bars, icons, and badges—to facilitate easy scanning for areas of success and those that require attention.

Flexible Layout:

Change your view (grid, list, map, period, or team) to analyze your performance metrics in different ways.

Focus Goals:

You can set or adjust your main focus goal using the Set Focus Goal button, keeping the entire team aligned on top priorities.

The Scorecard overview is designed to give you instant clarity on business health, ownership, and progress, helping you and your team stay focused and accountable on what matters most.

For deeper analysis, click into any metric card for detailed trends and breakdowns, or use the filters to narrow down results by responsible party, region, or goal.