How Can I Create Custom Scorecards? Follow
Creating Custom Scorecards in AutyFi.ai
Creating custom scorecards in AutyFi.ai is simple and helps you track key metrics effortlessly.
Steps to Create Custom Scorecards
Step 1: Log in to AutyFi.ai
- Open your browser and go to AutyFi.ai.
- Enter your credentials and log in.
Step 2: Navigate to Scorecards
- Find and click on the "Scorecards" tab in the main dashboard.
Step 3: Create a New Scorecard
- Click the "+ Add New" button.
- Enter a name for your scorecard in the "Scorecard Name" field.
- Fill in all other fields and move down to the Metrics section.
Step 4: Add Metrics
- Select Metrics to include the key performance indicators (KPIs) you want to track.
- For each metric, specify:
- Name: What is the metric called?
- Description: A brief description of the metric.
- Data Source: Where the data is coming from.
- Target Value: The goal you aim to achieve.
Step 5: Customize Appearance
- Choose how you want your scorecard to look:
- Color Themes: Select a color scheme that matches your preference.
- Layout: Decide on the design (grid, list, etc.).
Step 6: Save and Share
- Click "Save" to store your new scorecard.
- Click the "Share" button to share and enter recipients' email addresses.
Tips for Effective Scorecards
- Be Specific: Clearly define each metric.
- Keep it Simple: Use only the most essential metrics.
- Regular Updates: Ensure data sources are updated frequently.
Troubleshooting
- Metrics Not Updating: Check data source connections.
- Display Issues: Refresh the browser or clear the cache.
Creating custom scorecards in AutyFi.ai is quick and easy, helping you stay on top of your most important metrics.
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