The benefits of using a scorecard

Last Updated: Friday, July 6, 2012 by Eleanor

If you want to view KPIs from different tables in the same place, a custom scorecard could be for you. All you need to do is select the fields that you want to see and add them to your scorecard.

The scorecard will show a trend sparkline for the KPI, the % change since the last month, week etc and, where a target exists, the % of target that has been met.

example of a scorecard chart on a dashboard
In the example above the ‘% Chg’ and ‘% Tgt’ change colour depending on the ‘High is Good’ setting in the ‘Table Designer’. The Number of Sales column ‘High is good’ is set to ‘Yes’ so a negative ‘% Chg’ will be red. The Spend column ‘High is good’ is set to ‘No’ so a negative ‘% Chg’ will be green.

The custom scorecard enables you to summarise key performance indicators in one place providing a current status picture.