Navigate: Meetings → View Meeting → Scorecard
Objectives or Objective Categories are added to your meeting agenda; you’ll see a new agenda item called ‘Scorecard’
When you get to that part of the meeting, you’ll see the Objectives added to the meeting filtered by the meeting attendees who have accepted the meeting.
The Scorecard (not to be confused with the ScoreBoard) comes in two views: mobile and desktop
When viewed on a mobile device, the Scorecard only shows the most recent data in a table with an ‘Update’ button at the bottom.
When viewed on larger screens, the Scorecard expands, showing boxes for each data point that has been updated.
NOTE: Your user Seat MUST have the permission ‘Edit Historical Objectives’ turned on to edit these Scorecards in this view.
Above the Scorecard, you will see filters for Date Range, Frequency, Category, and Who that allow you to quickly view different variations of the Scorecard.
Toggle between the ‘Actual’ and ‘Percent’ value.
The sum and average scores of the current date range is automatically calculated for each row.
The sliding table behind it has columns representing each week. When the value entered in each field is equal to or greater than the goal value, that field will turn GREEN. If the value entered is less than the goal, that table cell will turn RED.
Each time you click away from a table cell, that new value is saved. That’s why there is no ‘Update’ or ‘Save’ button within the Scorecard.
Note: The objective trend chart below the table shows the same values over time. Click and drag the chart to zoom-in to a specific period.
➜ See full Knowledge Base training article here.
Further Reading:
For more context on how scorecards, objectives, and meetings work together to drive performance, explore the resources below.
CIPD — Performance Management Factsheet (objective setting + feedback)
https://www.cipd.org/uk/knowledge/factsheets/performance-factsheet/
Harvard Business Review — The Balanced Scorecard (why scorecards drive performance)
https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2
Harvard Business School Online — What Is a Balanced Scorecard? (plain-language explanation + how it’s used)
https://online.hbs.edu/blog/post/balanced-scorecard
