Scorecards

Where to find it

On the KPI page, the Scorecard tab opens first. Manage Scorecards is where you choose, create and change them.

Ready-made scorecards

Six are ready to use:

• Bank Loan Package
• Cash Flow Management
• Board of Directors
• Investor Pitch
• Owner Monthly Pulse
• Budget vs Actuals

They're marked (Preset) and can't be changed, but you can copy one and change the copy.

Making your own

Choose New, give it a name, and tick the KPIs you want, grouped by category. To start from another scorecard, pick it under Copy from. Edit changes one you made; Delete removes it.

Your scorecards are your own: other people on your company's account don't see them.

Reading a scorecard

Each KPI, grouped by category, with its value for the last three years, newest first. Expand a year to see its months. Click a KPI to chart it below the table, and remove the chart when you're done.

The Best In Class and Market Median columns are for comparing with your industry. Industry comparisons are still being built, so these figures are provisional, and they need your company's NAICS industry code: if it's missing, the page offers a link to add it.

Asking Lou

Analyze opens Lou with a summary of the scorecard. It appears when AI is turned on for your company. See Asking Lou about your KPIs.