What is a Scorecard? Follow
The Scorecard feature in AutyFi is a powerful resource designed to help you track and manage your business performance metrics in a structured and visual manner. The image shows that the Scorecard provides an overview of key performance indicators (KPIs) such as data quality checks, sales targets, and profitability. Each scorecard displays the responsible party (RP), the number of connections linked to the metric, and an overall score represented by a progress bar. This feature allows you to monitor and evaluate the performance of different business areas at a glance, making it easier to identify strengths, weaknesses, and areas that need improvement. The intuitive interface and easy-to-read metrics help you stay on top of your business goals and make informed decisions to drive success.
Accessing the Scorecard Feature
-
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.
-
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
-
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.
-
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.
Steps to Create and Manage Scorecards
-
Choose Metrics:
- Preset Metrics: Browse through the list of available preset metrics. These are ready-to-use and can be added to your scorecard with a single click.
- Custom Metrics: If you need a metric that is not available in the presets, click on Add Custom Metric. This will open a new form where you can define your metric.
-
Input Metric Details:
- For Preset Metrics, select the ones you need, which will be added to your scorecard.
- For Custom Metrics, fill in the necessary details:
- Name: Give your metric a descriptive name.
- Description: Provide a brief explanation of what this metric tracks.
- Measurement: Define how this metric will be measured (e.g., percentage, count, ratio).
- Target: Set a target value for this metric if applicable.
- Frequency: Decide how often this metric will be updated (e.g., daily, weekly, monthly).
-
Save Your Scorecard:
- After selecting and customizing your metrics, click the Save button.
- This ensures that your configurations are stored and can be accessed later.
- You can name your scorecard for easy reference, especially if you plan to create multiple scorecards for different purposes.
Tips
- Align metrics with key business goals for relevant performance tracking.
- Review and update your scorecards regularly to adapt to changes in business strategy.
Comments
0 comments
Article is closed for comments.