Overview

Scorecards empower organizations to streamline performance tracking and enable data-informed decision-making. Now, with multi-period Scorecards, users can effortlessly collate related Key Results (KRs) and integrate multiple time periods in a single row to facilitate long-term strategic planning and performance analysis. Multi-period Scorecards offer a centralized and efficient system to view, manage, and interpret multi-period data without losing the essence of individual KRs.

Multi-Period Scorecards are an optional add-on. Please contact your WorkBoard Customer Success Manager for more information.

Getting Started

To create a multi-period Scorecard, you can select the option when creating a new Scorecard or by converting a historical single-period Scorecard into multi-period.

Creating a Scorecard

A Scorecard can be created in two ways -- from the Scorecard landing or by selecting Create > Scorecard. 

To create a Scorecard from the landing page:

• Navigate to Meetings & Reviews from the top of any page
• Select Scorecards then +New dropdown in the upper right-hand corner
• Choose Scorecard from the dropdown

• Select Multi-period Scorecard
• Alternately, you can also select the dropdown within a Single-Period Scorecard to change it to a Multi-Period Scorecard

• You can search for an existing data set, or click to Create a new result set
  • When creating a new result set, you can only select 1 Key Result from the same time period (e.g. Q2 and Q3 FY23 are acceptable, but Q2 and Q2 FY23 are not because they are from the same time period)
• Change the name of your dataset by clicking 'New Results Set' and inputting a title  
• Use the search field to locate Key Results by name, owner, or team. Refine your search using the filter icon to pull in results for a specific time period.
  • Best practice: for multi-period Key Results, name each interval starting with the quarter and then a differentiating name (e.g. Q1: Achieve 100% attendance on All-Hands calls). 
    
    • For multi-period Key Results that have an annual Objective time period, use the filter option for FYxx (e.g. FY24) to pull in all relevant quarterly Key Results.
• Select the applicable Key Results by clicking the + icon next to it

Configuring your Multi-Period Scorecard

After adding Key Results, you can add, remove, or configure your data fields by selecting the Columns tab. To adjust your time periods within your dataset:

• Select the time-period dropdown in each column to change the Key Result data that is shown
  • Use the dropdown in the name fields to switch between Key Results within the dataset
  • Use the dropdown in the actual fields to change the data shown to Current or As of a specific date 
• Rename the column by clicking in the field and entering text
• Adjust the column order by selecting the 6 dot icon to the left of any column name

Navigating the Configuration Panel

1. Use text fields to input column names, such as indicating the Objective's organizational alignment.
2. Within an Objective or Key Results column, use the text field to input a column name, then select a time period in the dropdown to change the datapoint. 
3. The Owner column will show the user who had ownership of the Key Result during the designated time period. Use the dropdown to change the time period.
4. Use the Latest Key Result comment to highlight the last comment made on the Key Result during the time period selected in the dropdown. Alternately, you can use the secondary dropdown to show comments for Current or As of a specific date.
5. Modify the Scorecard title by clicking into this field.
6. Use the free text field below the Scorecard title to indicate what data is being highlighted in the Scorecard.

Click here for more information on customization options or to review the column attribute definitions.

Sharing your Key Result Dataset

After a Key Result Dataset has been created, you can share it with other users so they can add it to their Scorecard. To share your Key Result Dataset:

• Select the kebab menu (3 dots) next to the Dataset
• Click Share this set
• Search and select people or teams
  • Use the dropdown next to the search field to designate Editor or Viewer access
  • Optionally, you can use the 'General access' dropdown to designate whether Only people invited can view or Anyone in the organization can view
• Select +Add
• Click Done to lock in your changes 

Searching for a shared Dataset

Once a Key Result Dataset has been shared with you, you can search and add it to your own Scorecard. 

• In the 'Add Sets' field, select Search
• Search for the Dataset by name or owner
• Click the + next to the Dataset to add it to your Scorecard