How Do We Create a Scorecard from the Available Template? Follow
Getting Started
Creating a Scorecard in AutyFi.ai is simple! Follow these steps to navigate from your dashboard to a customized scorecard.
Step 1: Navigate to AutyFi Help Center
- Login to your AutyFi.ai account. It will take you to your dashboard.
- You will see several options on the left side of your dashboard.
Step 2: Accessing Scorecards
- Find the Scorecard section in the left navigation panel on the dashboard page.
- Click on Scorecard.
- Now, click on +Add New under the profile logo. It will direct you to a new page with Available Template and Custom Scorecard options.
Step 3: Selecting a Template
- Browse the available templates in the Scorecard section.
- Hover over your preferred template and click the 'Use Template' button.
Step 4: Customizing Your Scorecard
- You'll be redirected to a customization page.
- Input your data, change colors, and add or remove metrics.
- Save your changes to keep your work.
Step 5: Finalizing and Publishing Your Scorecard
- Once satisfied, click the 'Save' button at the top-right of the screen.
- Your scorecard is now ready to use!
Congratulations!
You've successfully created a Scorecard using an AutyFi.ai template. For more help, reach out to our support team. Happy scoring!
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