What is the AI Growth Advisor Smart Scorecard?

The Smart Scorecard is your centralized performance hub in AI Growth Advisor—built to track, manage, and optimize your most important business goals, metrics, and team accountability in real time. It gives you clarity, ownership, and actionable insights across every location, department, and responsible party.

Accessing the Auty Smart Scorecard

• Log in to your AI Growth Advisor account.
• From the main menu on the left, click Scorecard. This provides a comprehensive view of your performance metrics, featuring both ready-to-use templates and fully customizable scorecards.

Key Features of the Auty Smart Scorecard

Template Scorecards
Quickly access built-in templates for common financial and operational reports (like P&L, Sales, Balance Sheet, Cash, and more). These templates pull data from your systems, such as QuickBooks Online, letting you get started instantly.

Custom Scorecards
Build your scorecards tailored to your specific business needs. Use the Metric Library or AI-powered prompts to add KPIs, set specific goals, and align each metric to a Responsible Party (RP).

Live Status Indicators
At a glance, see connection health (Connected X/X), up-to-date scores, and color-coded status bars for each metric. This makes it easy to identify what’s on track, what needs attention, and who is accountable.

Flexible Filtering and Views
Use filters to slice your scorecards by data quality, score status, location, region, role, or custom attributes, such as the number of employees or square footage. Easily group and compare results across your organization.

Quick Actions & Unified Editing
Edit scorecards, add or remove metrics, set goals, and assign RPs all from a single interface. Everything updates live, so your entire team works from the same source of truth.

How to Customize and Use Your Auty Smart Scorecard

• Connect each location to the correct data sources (such as QuickBooks or POS) so that your metrics update automatically.
• Add metrics using the + button or by searching the Metric Library.
• Select from Library, Normalized, Custom, or Calculated metrics tailored to your business needs.
• Set clear, measurable goals for each metric. Assign a Responsible Party for every key target to drive ownership and accountability.
• Use AI assistance to help generate or refine your metrics and goals.
• Monitor progress in real time. The score range bars (green, yellow, red) provide you with immediate visual feedback on your performance.
• Click into any metric for detailed history, advanced views, or quick edits.

Tips for Scorecard Success

• Review your scorecards regularly to keep your business priorities at the forefront.
• Update your metrics and goals as your business evolves—every key objective should have a dedicated scorecard and a clear owner.
• Use filtering to compare performance by region, role, or custom attribute and identify areas of strength or areas that need improvement.
• Ensure all locations are connected and synced to avoid missing or outdated data.

The Auty Scorecard empowers you to focus your team, track what matters, and create a culture of accountability, driving real, measurable business growth every week. If you need support, use the in-app help or contact the AI Growth Advisor team at any time.