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.