How to Use Custom Scorecard Formulas


Related Article: Most Commonly Used Custom Scorecard Formulas

Warning

It is very important to first create a NEW Scorecard measurable to hold the data from the formula you will create. If you use an existing measurable your data will be changed and the old formatting will be lost and cannot be retrieved.

Create a Formula

  1. Click Meetings in the top menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting.
  3. Click Scorecard
  4. Click the blue '+' at the bottom right to create a new measurable
  5. Give the measurable a Name, assign an accountable owner, unit label, goal, and operator
  6. Check the Formula checkbox on the right-hand side of the pop-up window. 
  7. Click Show Help on the right side to view all of the available functions
  8. Begin typing the title of an existing measurable or the name of the owner of an existing measurable and select (click enter to select the first populated measurable. Use arrow keys (up/down) to select a different measurable and click enter to confirm.)
  9. Input operators, for example +, -, *, /,(,)
  10. Choose your second measurable (Repeat this step if necessary)
  11. An example of a custom formula could be 'Sales - Expenses', with Sales and Expenses being separate measurables with the operator ' - ' in the middle
  12. Click Save
  13. The data from your formula will be populated in the new measurable's cells and the row will turn gray. This data will be unable to be edited directly and will be dependent on the measurable(s) listed in the formula.

Delete a Formula Measurable

Delete a measurable with a formula attached

From the Manage section:

  1. Click Meetings in the top menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click Scorecard on the left
  4. Use the trash can icon to the right to archive the measurable

Delete a measurable with a formula attached (not part of any L10 Meeting)

Ask an Admin on your Traction Tools account, or reach out to the Client Success team for assistance.

If you are an Admin, follow the steps below:

  1. Click the drop-down by your name/icon at the top right
  2. Click Manage Organization
  3. Click on the user's name that owns the measurable
  4. In the Scorecard section, use the trash can icon to the right of the measurable or click Edit and use the trash can icon to delete the measurable
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