Scorecards allow you to monitor up to 15 Metrics through Daily, Weekly, or Monthly updates via email, push notification, or Slack.
How to access Scorecards
Navigate to Notifications > Scorecards to access Scorecards.
How to use scorecard
A – Scorecard Name: Enter a name for your Scorecard. This Scorecard name will be available on the Scorecards page after saving.
B – Background Color: Select a background color for your Scorecard.
C – Data Source / Metric: Select a Data Source and Metric from the respective drop-down lists to start building your Scorecard. Up to 15 Metrics can be added to a Scorecard from any of your connected Data Sources. Basic, Custom and Calculated Metrics can all be added to Scorecards.
Pro Tip: By default, the Compare With period for Metrics in your Scorecard is set to “Previous Period.” To change the Compare With selection to “Same Period Last Year,” “Goal,” etc., click on the gear icon to the right of the Metric drop-down list. This will open the Advanced Settings window for the selected Metric.
D – Scorecard Preview: As you add Metrics to your Scorecard, the Scorecard Preview will update to reflect the selected parameters.
E – Show Data For: Select the Date Range that you would like your Scorecard Metrics set to when they’re delivered.
Pro Tip: If you select a Custom Date Range (CDR) and have non-CDR compliant Metrics used in your Scorecard, a message will show up below the Metric selection stating that the Metric does not support the selected Date Range.
F – Delivery Options : Select the channels where you would like to receive your Scorecard. Multiple delivery channels can be selected at once.
G – Delivery Time : Choose the frequency, schedule, and Date Range for your Scorecard. The frequency determines how often you’ll receive the Scorecard, while the schedule sets the time that it will be delivered to your specified channel(s). The Show data for field allows you to select the Date Range of data that you would like included in your Scorecard. For example, if Daily, 9 AM, and Last 7 Days are selected for the Scorecard (like in the screenshot above), the Scorecard will be delivered every day at 9 AM and will always display Metric values for the last 7 days.
H – Recipients: Set the Scorecard to be delivered only to yourself, or set it to be delivered to other Users in your Account as well. Only Lucrative.ai. Users can receive Scorecards.
I – Send to New Users : This checkbox allows you to automatically add any new User in the Lucrative.ai Account as a recipient of the Scorecard.
How to create a Scorecard [Example]
In this example, we’ll create a Scorecard for the Marketing Team to track key Metrics related to the work they’re doing. We’ll use some Google Analytics Metrics (“Sessions” and “Bounce Rate”), a HubSpot Mktg Metric (“New Leads), and a HubSpot CRM Metric (“New Deals Created Amount”).
1 – Navigate to Notifications > Scorecards.
2 – Click the green + New Scorecard button.
3 – Enter a name for your Scorecard. We’ll call ours Marketing Scorecard.
4 – Select the Background color for your Scorecard. We chose blue to match our company colors.
5 – Click on the first Data Source drop-down list. Select your first Data Source. We’ll choose Google Analytics.
6 – Click on the first Metric drop-down list. Select your first Metric for the Scorecard. We’ll choose Sessions. Repeat this until all desired Metrics are added to the Scorecard.
7 – In the Delivery Options section, choose the delivery method(s) for the Scorecard. Since team members with different preferences will be receiving this Scorecard, we’ll select Email and Mobile to fit everyone’s needs.
8 – For my Marketing Scorecard, we’ll choose Daily at 9 AM so that this data starts becoming part of our team’s routine. The purpose of this Scorecard is to highlight the performance of the Marketing Team’s most recent efforts, so we’ll select Month to Date in the Show Data For field.
9 – I will select the members of my Marketing Team as Recipients of the Scorecard.
10 – Since this is a specialized Scorecard for my Marketing Team, I will not check the Send to new users checkbox.
11 – Before saving the Scorecard, I’ll click the gray Send a preview button to see exactly what my Marketing Team will be receiving on a weekly basis.
12 – After reviewing the Scorecard preview and verifying that this is the high-level Marketing summary I want my team to receive each week, I’ll click Save to save the Scorecard in my Account.