Scorecards help organize and evaluate strategic performance across reporting periods. They serve as a framework for grouping and tracking Objectives, Measures, and Initiatives—allowing teams to align goals and identify areas for improvement.
Creating a Scorecard
Scorecards act as containers for strategic elements and can be nested to represent organizational hierarchy.
From the left navigation, select Scorecards.
Click Add Scorecard at the top right of the Manage Scorecards page.
Enter a Scorecard Name (e.g., Airline Acquisition).
Additionally, you can toggle Add Multiple, to create more than one Scorecard in one go.
Click Save.
Adding and Reordering Categories
Categories—also called Perspectives—help organize Objectives into major focus areas like Finance, Customer, Operations, or Learning & Growth.
In Scorecards, click the Edit icon next to the Scorecard you want to modify.
Open the Categories tab in the right-hand drawer.
Click Add Category.
Enter a Category Name (e.g., Finance) and optional Description.
Click Save.
To reorder, drag and drop Categories in the list.
💡 Categories group Objectives within a Scorecard but do not have their own detail pages.
Locking a Scorecard
Locking prevents updates or edits, preserving a Scorecard’s data for audit or presentation purposes.
Click the kebab menu (⋮) and select Lock Scorecard.
Once locked, the Scorecard will display a Locked label on the Manage Scorecards page.
Duplicating a Scorecard
Duplicating allows you to quickly create new Scorecards based on an existing structure.
Click the kebab menu (⋮) and select Duplicate Scorecard.
In the duplication modal:
Enter a New Scorecard Name (e.g., Airline Merger).
Check Copy Status and Scorecard Data to include values such as Status and Analysis.
Click Duplicate to create the new Scorecard.
Archiving a Scorecard
Archiving hides inactive Scorecards, making it easier to focus on active ones while preserving their data.
Click the kebab menu (⋮) and select Archive Scorecard.
Confirm your changes by clicking Archive.
