Overview

WorkBoard Scorecards bring Objectives, Key Results, charts, and narratives together in one place, reducing manual data gathering for MBRs and QBRs and elevating discussions to focus on OKRs and current status against the plan.

With Scorecards: 

• Use the easy builder experience to select which Key Result attributes to pull in and elevate 
• Annotate results with exec summaries; use conversation from key results to inform the write-up.
• Adjust layout and presentation format to align with your brand
• Build once and reuse, while live and up-to-date data automatically pulls through
• Share and present scorecards as part of your MBRs and QBRs

Find all scorecards that you have created or that have been shared with you on the Scorecard landing page:  Click Meetings & Reviews on the top navigation and select Scorecards.

Creating a new scorecard

Create a new scorecard from any page on the WorkBoard app using the Create button in the top navigation. You can also create a new scorecard on the Scorecard landing page by clicking the New button in the upper right corner and selecting Scorecard from the dropdown.

Quick start guide: Build and share an automated scorecard

Build a scorecard for your team in just a few clicks!

1. Click the Create Automation button in the right-side panel and search for any teams of which you are a member to add their key results to the scorecard. Optionally narrow the list of results by OKR status, results owners or tags, and use the List Automation toggles to indicate whether you want to automatically include any future results that match your criteria (or automatically remove those that no longer qualify).
   
   
2. Click the Columns tab to optionally add, remove, or reorder the columns on the automatically generated scorecard to display the information most relevant to you. You can add any key result attribute as a column - for example: team name, owner, confidence rating, or last comment.
   
   
3. Adjust text and color styles to highlight rows, columns, or individual cells — or to match your organization's own branding. Optionally add a narrative to a key result using the free text column.
   
   
4. Give your scorecard a title and share it with other members of your team (or the whole organization!) so everyone has visibility into current progress to plan. You can share either edit or read-only access.
   
   

Note: Automated scorecards can only include key results from teams to which you belong. If you would like more granular control over the key results included in your scorecard, or if you want to include results from teams of which you are not a member, you can build a static scorecard instead.

Build a Static Scorecard

After creating your Scorecard, you can modify it by adding Key Results (rows) and Attributes (columns). The columns in a Scorecard are the attributes associated with your Key Results. You can add as many attributes as you'd like, including RAG rating confidence rating, last comment, and more!

To add Key Results:

1. Click the pencil in the upper right-hand corner to open the edit panel.
2. Select the Rows tab, then search for Key Results by Objective or KR Name, team, or owner.
3. Click the + icon to add the Key Result to your Scorecard. The checkbox indicates it was added successfully.
   • To remove the Key Result, click the checkbox again.

You can also add a free text row by selecting at the bottom of the rows panel.

By default, the following attribute columns will also be populated- Objective name, Key Result name, actual value, target value, and a blank text field.

To add Column Attributes:

1. Within edit mode, select the Columns tab.
2. Click +Add Column to add Key Result attributes.
3. Click the 6 dot menu on the left-hand side of a Key Result to drag and reorder.
4. Double-click any column name to change the header text.
5. To modify or remove a column attribute, select the kebab menu to the right of the attribute. Certain attributes will allow you to change the display color or other options.
   • Some column attributes will have a dropdown menu, simply click the dropdown to further refine the data (e.g. Actual will have a dropdown for Current Value and As Of).
6. To remove a column, hover over the column name and click the trashcan icon.

Column Attributes Defined

Field Name	Definition	Example Value(s)
Key Result | Actual	Actual Value of the Key Result	25%
Key Result | Co-Owners	Co-Owner(s) of the Key Result	Jane Smith, John Doe
Key Result | Confidence Flag	Current Confidence Flag rating for the Key Result	Medium
Key Result | Confidence Narrative	Current Confidence Narrative comment for the Key Result	"We believe that we'll achieve the target by end of the quarter"
Key Result | Data Source	Source of the Key Result's progress	Jane Smith, Jira, Salesforce, Workstream
Key Result | Description	Description of the key result	"Scores from NPS survey sent to Enterprise users who have been active at least 1 month"
Key Result | End Date	End date of the Key Result time period	30-Jun-24
Key Result | Initial Value	Starting value of the Key Result	0%
Key Result | KR Name	Name of the Key Result	"Increase NPS score from +30 to +45"
Key Result | Last Comment	Most recent user-supplied comment, from one of the following comment sources: Key Result Update Narrative, Confidence Narrative & Comments on the Key Result	"We accelerated this week and increased the number of customer interviews to 5"
Key Result | Last Comment Date	Date of the most recent user-supplied comment	30-Mar-24
Key Result | Last Update Date	Date of the most recent Key Result update	15-Mar-24
Key Result | Owner	Owner of the Key Result	Jane Smith
Key Result | RAG Rating	Latest RAG Rating assessed by WorkBoard for the Key Result	Red, Amber, Green
Key Result | Relationships	Show the Objects related to each Key Result	Examples: - Key Results - Actions, Risks & Assumptions - External Content (Links, Jira queries, etc)
Key Result | Start Date	Start date of the Key Result time period	1-Jan-24
Key Result | Tags	All tags for the Key Result	Marketing
Key Result | Target	User-provided target for the Key Result	100%
Key Result | Team	WorkBoard Team responsible for the Key Result	Marketing
Key Result | Trend Chart	A sparkline-style chart of the Key Result's progress over time
Key Result | Update Frequency	User-defined update frequency for the Key Result	Daily, Weekly, Monthly, Quarterly
Key Result | Weight	% weight when weights are customized from the default settings	55%
Objective |  % complete	% Completion of the Objective associated with the Key Result	55%
Objective | Assignee	Assignee of the Objective associated with the Key Result	Jane Smith
Objective | Categories	All categories for the Objective	Growth
Objective | Name	Name of the Objective associated with the Key Result	"Delight our customers with world class support"
Text Field	A free text field where each cell can be filled in by the Scorecard users	"Meeting Notes: follow-up with Jane about the progress of this Key Result"
Custom Field	A field to pull in any custom fields that have been created. Each custom field will show the suffix: (custom).	"Key Result | Threshold hit (custom)"

To add a narrative column to your scorecard:

Annotate the results on your Scorecard so everyone has the narrative and context right next to the data. This provides the team with qualitative information to support the quantitative progress.

To add a narrative:

• Click into your Scorecard's text field
• Input your text directly onto the Scorecard
• Alternately, push the narrative as a Key Result comment by clicking the following icon:

Navigating the scorecard edit page

1. Scorecard name: click and type the Scorecard field to name it. 
2. Quick actions:
   • : refresh the data for most updated information.
   • : add the Scorecard to your favorites.
   • : share the Scorecard with individuals, teams, or make it globally visible.
3. Edit Pane: click the pencil to open the edit pane or select the arrow to collapse it. From the edit pane, you can add Key Results, attributes, or adjust the overall appearance of your Scorecard.
4. Settings: click the gear icon to access the customizable settings.
5. Add Key Results: search and select Key Results to add to your Scorecard.
6. Edit columns: select which attributes you'd like shown by clicking the Columns tab.
7. Change your view of your Scorecard by selecting an option from the lower-left hand corner:
   • : slide view
   • : table view
   • : fit to window, or click to select a zoom preference (25%, 50%, 100%, 200%, 400%)
   • : move dial left or right to create a custom zoom preference
8. Kebab menu: use this menu set the Scorecard as your start page, add it to a Collection, duplicate, copy, archive, embed, archive or delete it.

Learn more

Watch this 3-minute video for more pro Scorecard tips, or take the 10-minute Scorecards course on WorkBoard Learn.

Finished creating a Scorecard? Click here to learn how to customize it!