Defining Advanced Goals on Each Metric in AutyFi.ai

Step 1: Navigate to Scorecards

1. • Log in to your AutyFi account.
   • select the "Scorecards" option on the left-hand navigation bar.
   • Here, you'll find all the scorecards you have set up for your organization.

Step 2: Choose Your Scorecard

1. • Choose which scorecard you want to set an advanced goal for by clicking on it.

Step 3: Edit Your Scorecard

1. • Click the Settings gear in the top right corner of the scorecard.
   • Next, click “Edit.”

Step 4: Define Advanced Goals

1. • On this page you’ll see a list of all the metrics that are involved in calculating data for this particular scorecard. 
   • Within each metric, there will be a column where you can define your goals. Under the standard goal field, you’ll see an option for “Advanced Setup”. Click here to set up additional qualifications for a metric. 

Step 5: Confirm and Monitor

• After saving your advanced goal, you'll be redirected to the Scorecards page.
• Your newly set goal will be displayed next to the respective metric.
• Monitor the progress toward your goal and make adjustments as needed.

Tips for Success:

• Be Specific: Clearly define each goal with precise parameters.
• Regular Monitoring: Monitor progress to ensure you're on track.
• Adjust as Needed: Don’t hesitate to tweak goals based on real-time performance.