What can I add to a scorecard?

To create a scorecard, navigate to the scorecards page and click the "Create New Scorecard" button.

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Then you can go ahead and start adding elements to your scorecard.


You can configure your scorecard by adding or editing these items:

  1. Dimension/Data Filter
  2. Date Filter
  3. Columns
  4. Tiles

 

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1. Change the data filter by clicking on the button for "All Marketing". You can select a dimension that will filter all of the data in the columns and tiles below. 

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2. Change the date filter by click the button labeled "ALL TIME" if you want to filter down to a more specific date range. If left as "ALL TIME" the data will include all data with no date limits. 

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3. Add Columns by click the button labeled "ADD A CATEGORY". This will create a column that you can add tiles to. 

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4. Add Tiles to Columns by clicking "ADD A METRIC OR FORMULA". A window will open where you can specify a query, label it, set a target amount and add any settings of what you would like it to look like. 

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Click "Create Tile" to add it to the column.

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To edit or zoom into the tile, hover over the tile and these options will appear:

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Download our scorecard training guide to learn more about scorecards!
Beckon Scorecard Training (Q4 2018, Final).pdf

 

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