What are the Available Scorecard Templates? Follow
AutyFi offers a variety of scorecard templates to help you track and analyze different aspects of your business performance. Here’s how you can access and use them:
Accessing Scorecard Templates
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Log In:
- Open your browser and go to the AutyFi login page.
- Enter your username and password.
- Click the Login button to access your account.
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Navigate to Scorecard:
- Once logged in, click on Scorecard in the left-hand menu.
- You will see the AutyFi Scorecard dashboard.
Available Scorecard Templates
- QuickBooks Online: Templates for monitoring data quality, profitability analysis, and sales metrics.
- HubSpot: Templates tailored to marketing and sales performance tracking.
- Google Sheets: Customizable templates that integrate with your Google Sheets data.
- Stripe: Templates for financial transactions and revenue tracking.
- Google Search Console: Google Search Metrics
- Google Ads: Advertising Analysis
Lead Generation Details
- Facebook: Facebook Ad Revenue
Facebook Impressions Overview
- QuickBooks Online Templates: COGS Analysis
QBO Data Quality
Searching and Selecting Templates
- Search Bar: Use the search bar at the top to find specific templates quickly.
- Template Categories: Click on the different tabs (e.g., QuickBooks Online, HubSpot) to view the available templates for each category.
Customizing Scorecards
- Preset Templates: Start with predefined templates suitable for most businesses.
- Custom Scorecard: Click on the Custom Scorecard button to create and tailor metrics specifically to your business needs.
Tips for Using Scorecard Templates
- Align with Goals: Choose templates that align with your key business goals for relevant performance tracking.
- Regular Updates: Review and update your scorecards regularly to adapt to changes in business strategy.
Utilizing these templates allows you to monitor various aspects of your business and ensure a clear and comprehensive understanding of your performance metrics.
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