đĨī¸Configure a Scorecard
How to set up a Scorecard in your account
Last updated
How to set up a Scorecard in your account
Last updated
When you first go to the Scorecard section of your account, this is what you will see. When you click on the + button, you will begin to configure your first Scorecard. Here is what you need to know to set it up.
Scorecard Name: This is only used internally, but when you add multiple Scorecards, it will be good to know what each one is built for. Make sure to clearly label these for good organization.
Breakdown: Location or Workoom? This will depend on how your account is set up. Some will have multiple locations within one workroom, in which case you would want to break down your Scorecard by Location. Others have one location per workroom, in which case you would want to break it down by Workroom.
Type: Table or Trend? Again this will depend on the goal of the Scorecard in question. A table will give you a breakdown with raw data, which you can then filter over a certain timeframe. A trend will show you the data over time and how it has changed.
Metrics to Track: There are several built-in metrics we provide here, which we will break down below. Along with that, you can create Custom Metrics in your account to track as well. More on that in this article.
Default Metrics include:
Total Contacts
Total Emails
Total Phone Numbers
New Contacts
Contacts Engaged
Number of Visits
Number of Purchases
First Visits
Repeat Visits
Number of Leads to Pipeline
Number of Appointments
Leads to Won %
Leads to Lost %
NPS Score
Email Reputation Score
New Members
Total Members
New Prospects
Cancelled Members
Churn Rate
Growth Rate
These metrics are all dictated by your data integration and how that is mapped, so if you need help with identifying which one is best to use for your Scorecard, reach out to support@gleantap.com.
