Updating Existing Scorecard Measurable Options


From the Workspace

  1. Click the name of the Measurable from a Scorecard Tile
  2. Edit the Measurable Name, Who's Accountable, Unit Label, Comparison Symbol, and Goal
  3. Click Save

Additional Options

Check the Average, Cumulative, or Custom Formula boxes to include formulas for each Measurable. If the goal or operator is changed, even just temporarily, the Update Cell Colors For will appear. Choose Only Future Weeks to update the red/green cell coloring based on the new goal or operator for the current and future weeks only. Choose Past and Future Weeks to update the red/green cell coloring based on the new goal or operator for all cells in the row, past, present, and future. See here for additional information on Custom Scorecard Formulas.

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. Click the name of the Measurable
  5. Edit the Measurable Name, Who's Accountable, Unit Label, Comparison Symbol, Goal
  6. Click Save.

Additional Options

You can rearrange the Scorecard order by clicking and dragging the 3 vertical lines to the left of the Measurable. Using the scroll wheel on your mouse will allow you to move up and down the page quickly while dragging a measurable. Check the Average, Cumulative, or Custom Formula boxes to include formulas for each Measurable If the goal or operator is changed, even just temporarily, the Update Cell Colors For will appear. Choose Only Future Weeks to update the red/green cell coloring based on the new goal or operator for the current and future weeks only. Choose Past and Future Weeks to update the red/green cell coloring based on the new goal or operator for all cells in the row, past, present, and future. See here for additional information on Custom Scorecard Formulas.

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