Create Scorecards To Proactively Track Your Most Important KPIs

Every business is looking to influence a handful of metrics, but searching for updates on their performance can be a real hassle. With Scorecards, you’ll receive notifications on your most important KPIs, exactly when needed – whether it’s on a daily, weekly, or monthly basis.

3 min read

After reading this guide, you’ll understand…

  • The importance of using Scorecards for strategic planning 
  • How to leverage Scorecards to improve transparency and increase employee accountability
Why use Scorecards?

Proactively Drive Business Performance…

In today’s fast-paced world, thriving means being proactive, not just reacting to data. Closely tracking key metrics can help you spot important trends, anticipate what’s coming, and take action when it matters most. Without a way to easily get updates on your performance metrics, you’ll struggle to…


  • Stay on top of your company’s health – it’s hard to assess the overall health of your business when you have to go on a wild goose chase searching for the data you need.
  • Motivate your team – if your team members need to dig through company accounts to understand their performance, you risk affecting their sense of responsibility and ownership.
  • Identify growth opportunities – without an easier way to track how your metrics are performing, you’ll struggle to identify trends and miss out on some sweet growth opportunities.

Creating Scorecards in Databox will allow you to …

  • Get your data delivered to you – by defining your preferred frequency, you’ll get updates on your 15 most important metrics delivered right to you, exactly where you need them. Stay informed about your company’s performance without the need to log in to any tool!
  • Create personalized scorecards – in Databox, users have the freedom to create an unlimited number of Scorecards. This means you’ll be able to create personalized and purpose-driven scorecards for every aspect of your business, so your teams always have the information they need right at their fingertips. 
  • Stay ahead of the game – by receiving regular notifications of your most important KPIs, you’ll be able to easily spot trends and patterns in your data. This will allow you to make smarter, more proactive decisions so you can capitalize on new opportunities and quickly react to changes in your performance.
How To Use Scorecards

Using a Balanced Scorecard To Improve Strategic Planning

When it’s time to plan new strategies, it’s important to have a clear understanding of how your business is performing. To make more informed decisions, you need a more efficient way to get regular updates on your organization’s progress. This is where Balanced Scorecards come in.

A Balanced Scorecard allows you to get a high-level overview of your business performance across different areas like marketing, sales, customer support, and more. By including metrics from these different departments, you’ll be able to efficiently track your progress toward your goals, identify important trends, and quickly react to any changes in your performance.

Let’s imagine you are an eCommerce business that is looking to create a Balanced Scorecard to monitor overall performance. And in your Scorecard you’re looking to track metrics like Total Revenue, Sessions, Cart Abandonment Rate, Engagement, and more.

In Databox, you’d navigate to Notifications and click + New Scorecard. Then, select your first metric (Total Revenue) from the drop-down menu.

You would continue to repeat the above step until you’ve added all of your KPIs to your Scorecard.

Because a Scorecard is almost like a screenshot of your performance, you’ll want to select the Date Range and Comparison Period for your metrics. Then: 

  • Select the channels you would like to receive your Scorecards in.
    • You can choose to have your Scorecards delivered to you by email, Slack or on Mobile.
  • Define how often you would like to receive the Scorecard.
    • You’ll be able to pick Daily, Weekly or Monthly frequencies.

In Databox, you have the flexibility to choose who can receive your Scorecards by defining your Recipients. You can choose to share it with yourself only or other users in your account to guarantee that the right people have access to these updates. 

Lastly, you’ll want to give your Scorecard a name and press Save. 


How To Create A Traditional Scorecard To Empower Teams

Every team has its own set of metrics that they are looking to influence. For sales teams, this might be meetings booked, deals created, and deals closed. Content writers, on the other hand, may focus on metrics like the number of blogs published, website sessions, and bounce rate. Having visibility into your progress is important to your success – no matter your team’s goals. 

By using traditional scorecards, you’ll be able to track the performance of different departments, teams, and individuals within your company. Proactively selecting a handful of metrics will help you stay on top of your team’s performance and drive continuous improvement. 

As you create your Traditional Scorecards in Databox, consider sharing them with the rest of your team. This will help improve transparency and accountability within your department because everyone will be able to see how their individual efforts contribute to the team’s overall performance. Here’s how: 

Under Recipients, select Me and Selected Users. Then, type the email address of the team members you would like to share the scorecard with. 
Once you are done, press Save.

Tips & Tricks

Quick Tips & Tricks

  1. Use Background Colors To Brand Your Scorecards ⬇️

    Using background colors you’ll be able to easily update the look and feel of your Scorecards. With a wide range of color options, you can personalize your Scorecards to reflect your brand’s unique identity and create a cohesive visual experience for your teams and stakeholders.

  2. Rearrange Metrics To Present Your Data In A Meaningful Way ⬇️

    When creating your Scorecards, the way you arrange your metrics can have a big impact on how well you understand your data. Consider grouping related metrics together to improve your analysis efforts.

  3. Duplicate Scorecards To Save Time ⬇️

    Let’s say you’re creating Scorecards to help your team members track the progress towards their goals. Instead of starting from scratch every time, you can quickly duplicate an existing Scorecard and then make the relevant adjustment to fit each team member’s needs. This way, you’ll save a lot of time and effort, while still providing each team member with a personalized performance update.

Need more guidance? Check out…