Customizing Your Team's Scorecards with Settings

Learn how to personalize your team's scorecards using settings to better track performance and achieve organizational goals.

Written by Tommy Mains

Updated at April 19th, 2025

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Table of Contents

Freezing and Hiding Columns Company-Wide Settings

Users with Manager or higher permissions can customize their team's Scorecards with Settings.

 

To customize your team's Scorecard settings:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Settings.
  3. Toggle off Use company default settings.

From there, you can adjust the settings described in the tabs below.

Show Current Period

To hide the current week’s column from your team’s Scorecard, toggle off Show current period.

 
 

Measurable Status Inidicator

When the Measurable status colors toggle is toggled on, a new column appears on each Scorecard displaying a staus indicator icon. Click on the icon to see a trendline for the Measurable over the date range selected. The status indicator's color and symbol are based on each Measurable's  goal — often called its target.

Red indicates the Measurable was off track for the previous three reporting intervals.

Orange indicates the Measurable was off track at least once over the previous three reporting intervals.

Green indicates the Measurable has been on track for the previous three reporting intervals.

 
 

Owner Column

Enabling the Owner column adds a column to all the team's Scorecards to show which user is accountable for each Measurable.

 
 

Total Column

Enabling the Total column adds a column to all the team’s Scorecards to show the sum total of each Measurable.

To change the number of reporting periods for the Measurables on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Average Column

Enabling the Average column adds a column to all the team’s Scorecards to show the average score of each Measurable.

To change the number of reporting periods for the Measurables on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Goal Column

Enabling the Goal column adds a column to all the team’s Scorecards to show the goal (target) score of each Measurable.

 
 

Weekly Start Day

Choose the start day for Weekly Measurables that best fits your organization.

There are two ways to change your Scorecard’s start day, changing it in the Scorecard tool or changing it organization-wide through company settings.

To change it in the Scorecard tool:

  1. Click Data from the left navigation.
  2. Click the ellipsis on the far right of the Filters bar.
  3. Click the Measurable Weekly Start Day dropdown.
  4. Select a weekday.
 
 

Resizing Columns

Click and drag to resize any of the following columns in a Measurable group:

  • Title
  • Goal
  • Average

You can also expand both the Goal and Average columns at the same time by clicking and dragging the line just before the printed year on the top row of a Measurable group.

Double-click one of the above columns to instantly resize a column based on the length of its text.

 
 

 

Freezing and Hiding Columns

The Goal, Average, and Total columns are frozen, so they'll remain in place as your scroll horizontally through your data.

From the Scorecard tool's settings, users with the manager role or above can hide any of the following columns from their team's Scorecard:

  • Goal
  • Average
  • Total
  • Owner
 

 

 

Company-Wide Settings

Admins, Owners, and Coaches can set company-wide Scorecard settings from the Configuration page in the Data section of Feature Controls.

Any teams using company default settings match the options here for:

  • Average Column
  • Total Column
  • Status Color Indicator
  • Weekly Start Day
essentials scorecard settings

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