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 Scorecard's page after saving.
D Scorecard Preview: As you add metrics to your Scorecard, the Scorecard Preview will update to reflect the selected parameters.
F Compared To: Select the comparison period that you would like your Scorecard Metrics compared to.
Pro Tip: By default, the comparison period for Metrics in your Scorecard is set to "Previous Period." To change the Compare to selection to "Custom Range," "Goal," etc., click on the drop-down list.
Pro Tip: You can customize the email address that Scorecards are sent from with the white-label add-on. Learn more here.
J Send to New Users: This checkbox allows you to automatically add any new User in the Databox Account as a recipient of the Scorecard.
K Save: This will save the Scorecard and the current settings.
L Send a Preview: This will send a preview of the Scorecard to the user configuring it.
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 (" Deals Created").