Get to know Scoreboard, step by step.

Scoreboard Tour
Managing Strategy at All Levels
Logging In & Home Section
Creating Scorecards and KPIs
Connect: Building Scorecards and Updating KPIs from Spreadsheets
Connect: Automating KPI Updates from Databases and SOAP Sources
Scoring and Colors
Using Copy, Templates, and Rollups
Initiatives, Tasks, and Milestones
Creating Charts & Reports
Creating Dashboards
Creating and Using Briefings
Creating Bookmarks
Setting and Managing Alerts
Extending System Calendars
Replacing a User
Application Administration Basics (101)
Scoreboard Tips and Tricks


We’re committed to your success. In addition to free videos and webinars, we offer training and consulting services to maximize your return on investment. Our team of experts are here to help with every phase of your implementation and growth. Whatever your requirements, we have options.

Free Educational Webinars

Live Instructor-led Training

Expert Consulting Help

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KPI Examples

We've assembled a collection of example Key Performance Indicators (KPIs) that you can use as a starting point when building your scorecards. We have metrics for both common departments as well as all 20 of the U.S. Government's major industry categorizations.

Customer Service View All
  • Inbound calls handled per agent hour
  • Email backlog
Finance and Insurance View All
  • Cash flow return on investments (CFROI)
  • Selling general and administrative (SG&A) expenses
Manufacturing View All
  • Overtime as a percentage of total hours
  • Percentage decrease in scrap and rework costs
Sales View All
  • Customer churn ratio
  • Gross margin per sales person
All KPI Examples View by industry or department

Blog posts

Announcing Scoreboard 3.3!

We're incredibly excited to announce Scoreboard 3.3. This release includes over 75 large enhancements, most of which were suggested by our customers. Along with this new functionality comes dozens of usability enhancements that make the software easier to use. We’ve even refined the entire application’s appearance with a slightly fresher and more modern feel.

To help you discover everything 3.3 has to offer, we have free Scoreboard training videos. We’ve also put together a What's New in 3.3 Guide for Scoreboard. Finally, we’re hosting a series of free online webinars to walk you through the new features.

If you want to maximize your return on investment, we offer paid formal training courses and dedicated consulting engagements. Most of our customers prefer the flexibility of contracting for remote (web-based) assistance, but we also have on-site services available if they’re a better match for your requirements.

We have more information about all of our free and paid services on our Services page.

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Editing Multiple Scorecard Items at Once in 3.2

One of the largest new features in version 3.2 is the ability to edit multiple scorecards at once. This mass-edit feature is built into the Report Writer, and it can save you a lot of time.

In this example we’re going to find all of the red KPIs and then assign our helpdesk team as their owners. The first step is to create a new report showing all KPIs that are red for the current period. Before we save the report, we can now see a “Mass Edit” button on the bottom of the screen.

When you click the “Mass Edit” button, a column of checkboxes appears on the left. You can choose individual scorecard items that you want to edit, or you can click the dark checkbox on the top to select all of them. When you’re done, click “Edit Selected Items.”

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