Automated Scorecard

Apr 11, 2019

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.

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