Adding Scorecard Measurables
Navigate to the meeting for which you would like to add a Measurable.
You can also add a new Measurable from your Dashboard by clicking the"plus button" icon on the top-right side of the Measurables widget.
Once on the appropriate meeting page, scroll down to the “Scorecard” section and click “Add Measurable.”
Enter the:
Measurable title.
Who’s accountable.
The operator.
The goal.
The number type (Number, Percentage, Currency).
Expand or contract the number of decimal points displayed.
You can optionally add a Measurable Assistant. More information on a Meausralbe Assistant can be found here.
Click “Add Measurable” at the bottom to finish creating your Measurable.
If you have multiple Measurables to add, click Add & Create New, and the dialog box will stay open.
Editing Scorecard Measurables
Navigate to the meeting for which you would like to edit a Measurable.
Click the vertical ellipsis to the far right of the Measurable and then click “Edit.”
A dialog box will appear from which you can edit the:
Measurable title.
Who’s accountable.
The operator.
The goal.
The number type (Number, Percentage, Currency).
Expand or contract the number of decimal points displayed.
Optionally, you can add or change the Measurable Assistant.
Removing Scorecard Measurables
Navigate to the Meeting that the Measurable is in.
Find the Measurable you want to remove.
Click the vertical ellipsis to the far right of the Measurable and then click “Remove.”
Please note that you cannot remove a Measurable directly from the Dashboard; it must be removed from the Meeting.