An Overview of the AutyFi Scorecard Follow
Accessing the Scorecard Feature
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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, look for the menu on the dashboard.
- Click on Scorecard to enter the Scorecard feature section.
Capabilities of the Scorecard Feature
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Use Preset Metrics:
- AutyFi offers a range of predefined metrics that cover common business performance indicators.
- These metrics are designed to provide a quick start and suit most businesses.
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Create Custom Metrics:
- If the preset metrics do not meet your specific needs, you can create custom metrics.
- Custom metrics allow you to define specific performance indicators unique to your business.
Scorecard Overview Screen
- Overview Tab: This is the default tab that summarizes your scorecards.
- Other Tabs: Additional tabs such as Balance Sheet Summary, Google Analytics, P&L, QBO Cash, SCOA Metrics, etc., allow you to view different scorecards.
Date Range Selection
- Date Range: To view the scorecard data, select a date range at the top of the screen. Use the date selector to choose the desired period.
Scorecard List
- Scorecard Names: A list of your scorecards appears on the left. Each scorecard name is clickable for more details.
- RP: This column shows each scorecard's responsible party (RP).
- Connections: Displays the number of connections each scorecard has. For example, "0/3" means 0 out of 3 connections are active.
- Overall Score: This column shows the overall score for each scorecard.
- Action: To manage each scorecard, use the Options dropdown menu in the Action column. Options might include viewing details, editing, or deleting the scorecard.
- Scorecard Details: Click on a scorecard name to view detailed metrics and performance data for that specific scorecard.
- Add New Scorecard: Click the + Add New button at the screen's top-right corner to create a new scorecard.
Additional Features
- Settings: Click the settings icon (gear icon) to adjust configurations and preferences for your scorecards.
- Feedback: Use the feedback button on the right side of the screen to send your feedback to the AutyFi team.
By following these steps, you can effectively overview and manage your scorecards in AutyFi, ensuring you clearly understand your business performance metrics.
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