Everything you need to know to create, manage, and customize Scorecard Measurables

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

Give your measurable a Name, Description, select it's primary Team Space it will appear on, and assign an Owner - these settings determine who has access/visibility to the measurable. The select it's Type, Format, Comparison, and Target

Increase visibility across your org by sharing measurables with additional team(s) - this will show the share measurable(s) in any shared scorecard + make them viewable in their L10 meetings

We'll automatically share any measurable to the assignee's Person Space upon assignment or reassignment

Calculated Measurables allow you to create your own formulas for custom calculations involving existing measureables - great for aggregated targets!

More on how to create Calculated Measurables here.

Click the Edit View button in the top right of your Team Scorecard

Here, you can toggle on/off the current week, total, average, teams, & category column(s) as well as set the first day of the week for each team's scorecard

If you adjust the date range from the date-picker, the Total and Average columns adjust and output the total and average for your measurable specific to the customized range

There are two ways to check-in your Scorecard Measurables:

To check-in a measurable, click into the desired cell, enter your check-in value, and provide context to validate the number

Check-ins will appear Red or Green based on whether they hit or missed your desired target. If context has been added to a check-in, it will be denoted by the paragraph formatting icon

Toggle the filtered tabs to check-in any Monthly, Quarterly, or Annual metrics

To see a graph of each check-in relative to its target, click the metric's name

Scorecard categories provide an additional way to identify, group & view your measurables. Categories are team-specific, so each team can organize their measurables to their preference

Click Edit Categories to edit existing or add new measurable categories

To edit the category of a measurable, click directly into the category column

To group your measurables by category, change the Group By dropdown:

Have you ever wanted more than a red or green output to tell you how close you were to your desired target or acceptable threshold? Strety has you covered with our Advanced Target feature!

Video Overview of Advanced Targets & Thresholds

Not all weeks/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, dynamic way to track measurables - Strety gives you that flexibility!

Here's a short video how it works:

When you want to change the target for a specific check-in but not adjust the overall target for the measurable, click the measurable as if you are checking-in and click Change from the top right corner of the modal. Input your custom target for that week/month

Any check-ins with a variable target will have the light-grey dog ear in the top left corner. Once you input your check-in for that week/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 you need to adjust midway through tracking the measurable. Strety gives you the option to update a measurable's target and choose whether the previous check-ins adjust to be compared to the new target or maintain their relationship to the whatever the target was 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 checking the box) or maintain their comparison to their original target

If you expect a future uptick or a turndown and you want to set variable targets in advance of those check-ins, you can easily do so! In the below example, we'll outline how to set variable targets for both May & June that exceed our average monthly target ($5000) for this measurable.

Our Cards View provides a different way to visualize scorecard measurables focusing more on the binary on track/off track color coding of the most recent 7 check-ins.

Hover over the check-ins or click the measurable itself to open for a complete historical record

Scorecard measurables are weekly (or monthly) snapshots of the most important numbers in your org. Using Strety to track & 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, try to narrow your list to the measurables that are most closely aligned to the company's goals

Though teams/departments will be responsible for their measurables, they should, in some way, contribute to the organization's overall goals.

Key measurables can be rolled-up into the Leadership Scorecard, providing management at-once, proactive insights as to 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.

Don't just set your KPI and forget about them. It's important to review your measurables every few months and determine if they're driving your org towards it's desired outcome.

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