As we focus on the importance of reviews, there is always the need to be prepared with your plan’s performance data. With all OnStrategy Platform subscriptions, we include a full suite of automated plan reports to help your review process. A great tool to review the performance of your plan’s Key Performance Indicators is the scorecard, an automated report that provides a clear picture of your plan’s core performance and can be helpful during your strategy review meetings. Here’s how you can download yours:
First, click “Reporting” in the left-hand navigation and then select “Organization Reports”
Under “Performance Reports” find and select “Scorecard.”
Select the year you would like to download. Then hit “Download.”
That’s it! With just a few simple clicks, you can provide a walk-away report that can help guide the conversation about the performance of your Key Performance Indicators.
