Scorecards help your team track the numbers that matter most, spot trends early, and stay accountable to weekly, monthly, quarterly, annual, or daily targets. This complete guide covers how to create and manage Scorecard Measurables in Strety, share them across Team Spaces, check in values, customize Scorecard views, and use advanced target options.

The video below provides a full walkthrough of Scorecards and Measurables in Strety. For step-by-step written instructions, continue to the sections below.

Create a new Measurable from Quick Create or your team's Scorecard page.

Give your Measurable a Name and Description, select the primary Team Space where it should appear, and assign an Owner. These settings determine who has access and visibility to the Measurable. Then select its Type, Format, Comparison, and Target.

Increase visibility across your organization by sharing Measurables with additional Team Spaces. Shared Measurables appear on each selected team's Scorecard and can be reviewed in their L10 meetings.

Strety automatically shares any Measurable to the assignee's Person Space upon assignment or reassignment.

To compare multiple metrics on a single chart, click the chart icon in the top right of your Scorecard.

You can select up to 10 metrics to view on the chart at once. To add or remove metrics from the chart view, click the button at the bottom of the chart to edit your selections.

Calculated Measurables allow you to create formulas for custom calculations using existing Measurables. They are useful for aggregated targets.

For detailed setup steps, read How to Create Calculated Metrics.

You can check in Scorecard Measurables from a team's Scorecard page, your Personal Space, or your Home Page Overview. Use Personal Space or Home Page Overview when you want to check in Measurables from multiple teams in one place.

Check-ins appear red or green based on whether they hit or missed your desired target. If context has been added to a check-in, Strety displays the paragraph formatting icon.

Use the filtered tabs to check in Monthly, Quarterly, or Annual Measurables.

Click the Edit View button in the top right of your team Scorecard.

Here, you can enable or disable the Current Week, Total, Average, Teams, and Category columns. You can also set the First Day of the Week for each team's Scorecard and the Default Range for the team's weekly and monthly Scorecard.

If you adjust the date range from the date picker, the Total and Average columns update to show the total and average for that customized range.

Depending on what you are tracking, a total or average may not make sense for specific Measurables on a team's Scorecard.

To hide the total or average for a specific Measurable, click the value itself, then select Hide.

Follow the same steps to revert and select Show for the value.

To see a graph of each check-in relative to its target, click the Measurable name to open it, then click the graph icon.

Daily Scorecards are designed for Measurables that require a check-in every day.

By default, Daily Scorecards are turned off for the entire account.

After Daily Scorecards are enabled, you'll see a Daily Scorecard available in each space.

You can customize your Daily Scorecard configuration from the team's Scorecard settings, including which days require a check-in, for example, excluding weekends.

You can check in Daily Scorecards from the Scorecard in any Team Space or directly from the Home Page.

Click Daily Measurables from the Open Items section, then click into any Measurable to input that day's number.

Scorecard categories provide an additional way to identify, group, and view your Measurables. Categories are team-specific, so each team can organize its Measurables based on its own preference.

Click Edit Categories to edit existing Measurable categories or add new ones.

To edit the category of a Measurable, click directly into the Category column.

To group your Measurables by category, change the Group By dropdown.

Advanced targets and thresholds give you more than a red or green output to show how close you were to a desired target or acceptable threshold.

The video below provides an overview of advanced targets and thresholds.

Not all weeks or months are created equal. When you expect numbers to be higher or lower than average, you can reflect that in your Scorecards for a more accurate and dynamic way to track Measurables.

The video below shows how variable targets work.

When you want to change the target for a specific check-in without adjusting the overall target for the Measurable, click the Measurable as if you are checking in, then click Change from the top right corner of the modal. Input your custom target for that week or month.

Any check-ins with a variable target will have the light-grey dog ear in the top left corner. After you input your check-in for that week or month, the check-in will be compared to the variable target, not the overall target.

Sometimes you find that a target was initially set too high or too low and need to adjust midway through tracking the Measurable. Strety gives you the option to update a Measurable's target and choose whether previous check-ins compare to the new target or maintain their relationship to the target at the time of check-in.

To change any Measurable's target, click the target in the Measurable modal.

After adjusting the target, decide whether you want all previous check-ins to be compared to the new target by selecting the checkbox, or to maintain their comparison to their original target.

If you expect a future uptick or turndown and want to set variable targets in advance, you can do so from the date picker. In the example below, the date picker includes future check-ins for May and June that exceed the average monthly target of $5,000 for the Measurable.

Cards View provides a different way to visualize Scorecard Measurables by focusing on the binary on-track and off-track color coding of the seven most recent check-ins.

Hover over the check-ins or click the Measurable itself to open its complete historical record.

Scorecard Measurables are weekly or monthly snapshots of the most important numbers in your organization. Using Strety to track and measure Scorecard Measurables adds accountability while providing transparency into whether the team is improving or plateauing.

When you track everything, nothing gets the attention it deserves. Too often we see Scorecards with 25+ Measurables on them. While all those Measurables may seem like worthwhile activities or KPIs to track, narrow your list to the Measurables most closely aligned to the company's goals.

Though teams and departments are responsible for their Measurables, those Measurables should contribute to the organization's overall goals.

Key Measurables can be rolled up into the Leadership Scorecard, giving management at-a-glance, proactive insight into whether certain teams are hitting or missing their targets. If a target has been missed too many weeks in a row, an Issue can be created to address the problem more directly.

Do not set your KPIs and forget about them. Review your Measurables every few months and determine if they are driving your organization toward its desired outcome.

Questions you can discuss at the end of each quarter to keep your Scorecards relevant:

Want to learn more? Check out these relevant Scorecard resources from Strety's Blog.