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
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
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. Learn more about Custom Date Ranges here.
Pro Tip: You can customize the email address that Scorecards are sent from with the white-label add-on. Learn more here.
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").