Getting Started Guide – Scorecards
Learn how to create, organize, and manage Scorecards in ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Scorecards in ClearPoint act as strategic folders that organize your organization’s key elements—such as **Objectives**, **Measures**, **Initiatives**, and **Risks**.\ They help you structure your business plans, measure progress toward goals, and communicate strategy effectively across teams and departments.
Managing Scorecards
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You can view and manage all Scorecards in your account directly from the left navigation.\ \ ClearPoint Scorecards can have **Parent–Child relationships**, allowing you to cascade strategy across organizational levels—such as company-wide, departmental, or team Scorecards.
3
1. From the left navigation, click **Scorecards**. 💡 *Parent and Child Scorecards help visualize how strategic goals align and cascade across the organization.*
Creating a New Scorecard
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1. From the **Scorecards** page, click **+ Add Scorecard**. 2. Enter a **Name** (e.g., *Financials*). 3. Click **Save**. 💡 *Parent–Child Scorecards can reflect reporting structures, divisions, or strategic tiers.*
Adding Scorecard Categories
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Categories (also called *Perspectives*) represent the high-level dimensions of your strategy—for example, Financial, Customer, Internal Process, and Learning & Growth.
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1. Click the kebab menu (⋮) and select **Edit Scorecard**.
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1. Navigate to the **Categories** tab. 2. Click **+ Add Category**. 3. Enter a **Category Name** (e.g., *Financial*). 4. Click **Save**. 💡 *While the Balanced Scorecard traditionally includes four perspectives, you can customize categories to fit your organization’s framework.*
Setting User Access
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You can control which users can view or edit a specific Scorecard.
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You can control which users can view or edit a specific Scorecard. 1. Navigate to the **User Access** tab. 2. Select which users can access the Scorecard depending on their user profile. 1. Administrator 2. Editor 3. Updater 4. Browser 5. By Scorecard 3. Click **Save**. 💡 *Not all users need access to every Scorecard—restricting visibility helps teams focus on their specific goals.*
Duplicating a Scorecard
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1. Click the **kebab menu (⋮)** and select **Duplicate Scorecard**. 2. Enter a new **Name** (e.g., *Capital Expenditures*). 3. (Optional) Check: - **Copy Status and Scorecard Data** – duplicates all existing data and statuses. 4. Click **Duplicate**. 💡 *Duplicating is ideal for setting up new Scorecards with similar structure or content.*
Deleting a Scorecard
11
1. Click the **kebab menu (⋮)** and select **Delete Scorecard**. 2. Select **Delete Scorecard**. 3. Confirm deletion by clicking **Delete**. ⚠️ *You cannot delete the Scorecard you are currently viewing. Navigate to another Scorecard before attempting deletion.*
Getting Started Guide – Scorecards
Learn how to create, organize, and manage Scorecards in ClearPoint.
Fernando Montenegro
11 steps
22 seconds
Clearpointstrategy
1
Scorecards in ClearPoint act as strategic folders that organize your organization’s key elements—such as **Objectives**, **Measures**, **Initiatives**, and **Risks**.\ They help you structure your business plans, measure progress toward goals, and communicate strategy effectively across teams and departments.
Managing Scorecards
2
You can view and manage all Scorecards in your account directly from the left navigation.\ \ ClearPoint Scorecards can have **Parent–Child relationships**, allowing you to cascade strategy across organizational levels—such as company-wide, departmental, or team Scorecards.
3
1. From the left navigation, click **Scorecards**. 💡 *Parent and Child Scorecards help visualize how strategic goals align and cascade across the organization.*
Creating a New Scorecard
4
1. From the **Scorecards** page, click **+ Add Scorecard**. 2. Enter a **Name** (e.g., *Financials*). 3. Click **Save**. 💡 *Parent–Child Scorecards can reflect reporting structures, divisions, or strategic tiers.*
Adding Scorecard Categories
5
Categories (also called *Perspectives*) represent the high-level dimensions of your strategy—for example, Financial, Customer, Internal Process, and Learning & Growth.
6
1. Click the kebab menu (⋮) and select **Edit Scorecard**.
7
1. Navigate to the **Categories** tab. 2. Click **+ Add Category**. 3. Enter a **Category Name** (e.g., *Financial*). 4. Click **Save**. 💡 *While the Balanced Scorecard traditionally includes four perspectives, you can customize categories to fit your organization’s framework.*
Setting User Access
8
You can control which users can view or edit a specific Scorecard.
9
You can control which users can view or edit a specific Scorecard. 1. Navigate to the **User Access** tab. 2. Select which users can access the Scorecard depending on their user profile. 1. Administrator 2. Editor 3. Updater 4. Browser 5. By Scorecard 3. Click **Save**. 💡 *Not all users need access to every Scorecard—restricting visibility helps teams focus on their specific goals.*
Duplicating a Scorecard
10
1. Click the **kebab menu (⋮)** and select **Duplicate Scorecard**. 2. Enter a new **Name** (e.g., *Capital Expenditures*). 3. (Optional) Check: - **Copy Status and Scorecard Data** – duplicates all existing data and statuses. 4. Click **Duplicate**. 💡 *Duplicating is ideal for setting up new Scorecards with similar structure or content.*
Deleting a Scorecard
11
1. Click the **kebab menu (⋮)** and select **Delete Scorecard**. 2. Select **Delete Scorecard**. 3. Confirm deletion by clicking **Delete**. ⚠️ *You cannot delete the Scorecard you are currently viewing. Navigate to another Scorecard before attempting deletion.*
