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Scorecards

Learn how to build, track, and manage your team's key metrics and KPIs with scorecards.

✨ Coming soon: Scorecards will be available for purchase as part of Trainual's operations suite starting May 19th, 2026. Get a head start by previewing all the scorecard features so you can start planning how you'll put it to work. 💪🤓

Scorecards turn your raw numbers into a performance story your whole team can read. Define your metrics, set your benchmarks, and get a clear view of performance that stays up-to-date on the rhythm you choose.


👉 Before you start: 

🗂️ Table of contents: Skip around to just the parts you need with these links.


Scorecards overview: 

The best teams don't guess how they're performing — they measure it, track it, and talk about it together. Set your KPIs, define what "on target" looks like, and let the data be the loudest one talking.

📇 What makes scorecards a game-changer?

  • Trackable operational health with leading indicators and core metrics.

  • Recognizable trends and emerging issues before they impact results.

  • Informed, data-driven decisions turned into conversations by linking scorecards to meetings, so you review real numbers together, not assumptions.

With all of this working for you, the only thing left to do is build one. Here's how start. 👇

 


Build a new scorecard:

Three steps — that's all it takes to go from zero to a fully built scorecard! Let's start. 🤓

🔹 Step 1 → To begin, you'll need to set up some scorecard basics.

  1. Expand "Operations" from the left-hand navigation menu.
  2. Choose "Scorecards."
  3. Hit the "Create scorecard" button. 
  4. Fill out the basics.

    • Title. Name your scorecard clearly so your team knows what it tracks (e.g., "Weekly Sales KPIs" or "Q3 Customer Success Metrics").
    • Cadence. Choose the frequency of scorecard data tracking: daily, weekly, or monthly. 
      • If weekly: Define the "Week ends on" day. 
  5. Click the second "Create scorecard" button to continue.

🔹 Step 2 → Build out the metrics to be tracked on your scorecard. 

  1. Open your scorecard. 
  2. Hit the "+ Add row" button. 
  3. Select the type of row metric you'll be entering.

    • Manual entry. Use this when the metrics to track aren't connected to anything else in Trainual. You'll enter the values yourself each period.
      • Ideal when the metric lives only on your scorecard — like logging monthly new hires, customer satisfaction scores, or weekly pipeline value during the cadence you've set.
    • Link to goal. Use this when you want a scorecard row to automatically pull and display progress from an existing goal. Instead of entering those values in two places, the linked scorecard row automatically syncs with the goal's recorded progress.
      • This is useful when you want the same metric visible in both your scorecard and your goal — like tracking "Q2 Revenue Targets."
  4. Name your metric.

    • Choose a precise metric name that will clearly reflect what's being measured in the row you're creating. This is what your team sees on the scorecard, so specificity matters (e.g., "Weekly Close Rate (%)")!
  5. Input a numerical target value. This will be your metric's benchmark that your actual results will be measured against.

  6. Choose the unit value for your target:

    • Number (0.000).
    • Currency ($0.00).
    • Percentage (0.000%).
  7. Click the "Add row" button to apply your metric row.


Screen Capture on 2026-04-10 at 13-42-46.gif

🔂 Repeat steps as many times as needed to build out all of your scorecard rows.

🔹 Step 3 → Enter your scorecard data. 

  1. Open your scorecard. 
  2. Find the row (metric) and column (date or month) you want to add to.
  3. Click into the cell.
  4. Input your value.
  5. Hit "Enter" to save it.

Screen Capture on 2026-04-10 at 14-42-02.gif

🔥 Tip: Made a mistake? 😱 No worries! 😮‍💨 Just click into the cell you need to change → correct the value → hit "Enter" to replace the entry.


Manage your existing scorecards: 

Use the following feature tools to link, adjust, change, view, or delete your scorecards.


    🔗 Link your scorecard to a meeting.

    1. Open any of your preexisting meetings.

    2. Hit the "Link scorecard" button toward the bottom of your meeting page.

    3. Choose the scorecard(s) to link to this meeting.

    4. Click "Save" to apply your changes. 

     


    📤 Adjust who your scorecard is shared with.

    1. Open any of your preexisting scorecards. 
    2. Hit the "Share" button above your metric rows.

    3. Add or remove any people or groups.



    4. Decide the level of control these people or groups should have over your scorecard using the drop-down menu.

      Screenshot 2026-04-09 at 1.24.15 PM
      • Can view. For stakeholders who only need visibility.
      • Can edit. For teammates responsible for data inputs and changes.
    5. Click "Save" to apply your changes. 


    ✏️ Change the title of your scorecard.

    1. Open any of your preexisting scorecards.
    2. Click on your current scorecard title and make any adjustments.

      Screenshot 2026-04-09 at 1.26.53 PM 
    3. Hit "Enter" to apply your changes.

    🔁 Change the owner of the scorecard. 

    1. Open any of your preexisting scorecards. 
    2. Click on the name of the current scorecard owner.
    3. Choose a new owner. The change will save automatically.


    ❌ Delete a scorecard.

    1. Open any of your preexisting scorecards. 
    2. Click the three dots above your metric rows. 
    3. Select "Delete scorecard."


    Filter the view of your scorecards: 

    Use the filters at the top of the scorecards page to quickly narrow down what you see.

    📑 View 

    "Everything" to display all scorecards you have visibility into.
    "Mine" to show scorecards you directly own or have been assigned to.
    "People I manage" to view scorecards owned by the people you directly manage.


    🗓️ Cadence 

    Daily. Weekly. Monthly.


    👥     People & teams 

    Filter by specific people or groups. You can select one or more persons or groups from the drop-down menu.


    Tips and additional resources for scorecards:

    🎁 Bonus learning

    Explore these extra materials to expand your understanding of how to set scorecards.

    • ♟️ Strategy guide: [[⏳ Coming soon]]
    • 🔔 Webinar invite: [[⏳ Coming soon]]


    FAQs: 

    Are scorecards available on the Trainual mobile app?
    Not yet. But this is on our roadmap. Stay tuned! 🛣️


    How can I submit my feedback and ideas about features?
    If you'd like to share your thoughts about the operations suite or think of something else you'd like to see added in the future, send us your feature requests and ideas.


    Learn more about Trainual: