Overview: Scorecards
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 Scorecards
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. Learn more about Advanced Settings
here
D
Scorecard Preview:
As you add Metrics to your Scorecard, the Scorecard Preview will update to reflect the selected parameters.
E
Where to Deliver
: Select the channels where you would like to receive your Scorecard. Multiple delivery channels can be selected at once. Learn how to connect and use Slack
here.
F
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.
G
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 Databox Users can receive Scorecards. Learn more about adding Users to your Account
here.
H
Send to New Users
: This checkbox allows you to automatically add any new User in the Databox 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, like "Sessions" and "Avg. Session Duration," some HubSpot Mktg Metrics, like "New Leads," New Blog Post Subscribers," and "Email Open Rate," and finally some Wistia Metrics, like "Plays."
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.
7
We have set a Goal for Sessions, so rather than showing the Metric compared to the previous period, we want the Compare With value to show our progress towards reaching our Goal.
To do this, we'll click on the
gear icon to the right of the "Sessions" Metric. This will open the
Advanced Settings window. In the
Compared Metric section, we'll change the
Compare With selection to
Goal. This will only update the Compare With period for the "Sessions" Metric on my Scorecard.
8
Since the setup for the first Metric is complete, we can move to the next row. Select the next
Data Source and
Metric for the Scorecard. Update the
Compare With selection in the
Advanced Settings window if need be.
9
Repeat step 8 until all desired Metrics are added to the Scorecard.
10
In the
Where to deliver 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.
11
For my Marketing Scorecard, we'll choose
Weekly frequency every
Friday 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
Week to Date as the Date Range.
12
I will select the members of my Marketing Team as
Recipients of the Scorecard.
13
Since this is a specialized Scorecard for my Marketing Team, I will not check the
Send to new users checkbox.
14
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.
15
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.
