Adding Scorecard Measurables
You can add a Measurable manually, select a prebuilt option from the Measurable Library, or ask Atlas to help you create one.
Open the Add Measurable window.
Navigate to the Meeting where you want to add a Measurable.
Scroll to the Scorecard section.
Select Add or Add Measurable.
You can also add a Measurable from your Dashboard by selecting the plus (+) icon in the upper-right corner of the Measurables widget.
Add a Measurable manually.
In the Add Measurable window, enter the following information:
Measurable: The name of the number you want to track.
Accountable: The person responsible for the Measurable.
Measurable Assistant: The person responsible for entering the results, if applicable. See the Measurable Assistant article for more information.
Cadence: How often the result is entered. Options include daily, weekly, biweekly, monthly, bimonthly, quarterly, semiannual, and annual.
Meeting: The Meeting where the Measurable will appear.
Description: Optional context about what the Measurable tracks, how it is calculated, or what the target means.
Goal or target: The expected result for the Measurable.
Number type: Number, percentage, or currency.
Decimal places: The number of decimal places displayed on the Scorecard.
Select Create a Measurable to add it to the Scorecard.
Add a Measurable from the Library
Open the Add Measurable window.
Select the Library tab.
Browse the available Measurables by cadence or department.
Turn on the toggle for each Measurable you want to add.
Assign an accountable person.
Edit the goal, target, or number type when needed.
Select Add to Scorecard.
For complete instructions, see Measurable Library: Overview and How to Use It.
Ask Atlas to help create a Measurable
Select Ask Atlas from the Scorecard.
Choose Create a Measurable or Suggest Measurables. You can also enter your own request.
Review the information and recommendations provided by Atlas.
Complete or update the Measurable details before adding it to the Scorecard.
Atlas may use information already available in EOS One, such as your Accountability Chart and Rocks, to provide additional context.
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 name.
Who’s accountable.
The Measurable Assistant.
Description, which appears as a tooltip on the Scorecard.
The goal.
The number type (Number, Percentage, Currency).
Expand or contract the number of decimal points displayed.
Note: Measurable descriptions appear as tooltips when users hover over the Measurable name on the Scorecard. Use the description to explain the purpose of the Measurable, where the number comes from, how it is calculated, or what the target means.
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.
Measurable Cadence
EOS One gives you the option to add a Daily, Weekly (default), Bi-Weekly, Monthly, Bi-Monthly, Quarterly, Semi-Annual, and Annual Measurable to your Scorecard.
Adding Measurables with different cadences to the same Scorecard will separate them by their common cadence.
