Scorecards 101 Overview and How To Webinar

Kristian Munoz -

In November 2016, we release BrightGauge Scorecards, a major new feature that will help all our customers continue to drive growth.

What are BrightGauge Scorecards?

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The Scorecard feature was inspired by the book Traction and EOS (Entrepreneurial Operating System).  Many of our customers have been adopting EOS over the past few years and we followed suit earlier this year. One of the main components of EOS is a weekly scorecard in which you assign KPIs to owners and they manually update the KPIs each week into a spreadsheet.  After a few months doing this ourselves, we realized we should just build this into BrightGauge since it’s very data centric and much of the manual data we were entering could be pulled automatically.   With that inspiration in mind, we built BrightGauge Scorecards and launched it today in beta format.  Here are the highlights as of today:

  • These are weekly scorecards (Sun-Sat) to keep track of multiple KPIs.
  • KPIs are assigned to a user who then "owns" the number.  The 
  • Owners must "check in" to the scorecard weekly to confirm the number is accurate.
  • KPIs can be powered by Number Gauges from BrightGauge or manually entered each week. For instance, we don’t connect to bank accounts and many scorecards contain “weekly cash balance” so with BrightGauge Scorecards you can manually enter those numbers.
  • KPIs are not filtered by owner if they are powered by a Gauge.
  • Reminder emails go out over the weekend to everyone who is assigned a KPI in the Scorecard to check in.
  • Checked In KPIs are snapshotted and stored each week so you can easily see trends from previous periods.

 

Why Beta?

We want everyone to give this feature a shot and be open to provide feedback at any time.  We have been using BrightGauge Scorecards for a few months and find it very, very valuable for our workflow and becoming truly being data driven.  We have a laundry list of ideas to make this feature even more valuable which will be worked on over the coming weeks but want your feedback to influence the roadmap.  Once we get a bit further along with the feature, we will remove the Beta tag.

How to best use Scorecards?

Our Co-Founders, Brian and Eric Dosal, recently hosted an in-depth look at our new Scorecards feature. They gave a feature overview, shared best practices on using Scorecards, discussed the roadmap for this new feature, and of course spent some time on customer Q&A.

If you missed the live webinar, you can download the slide deck and recorded version below. 

 

Slide Deck Download (Click Here)

 

Recorded Video (Watch and Download Below)

 
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