Scorecard

The Scorecard is a weekly pulse check on your business. It tracks measurable numbers -- the vital signs of your company -- so you can spot trends before they become problems.

INFO

For the EOS theory behind the Scorecard, see EOS Methodology: Scorecard.

Overview

The Scorecard displays a grid with:

• Rows -- Each row is a measurable (e.g., "Weekly Revenue", "Customer Support Tickets", "New Leads").
• Columns -- The last 13 weeks, providing a trailing view. Each column is headed by its week number (W27, as on the Rocks page); hover it for the dates.
• Goals -- Each measurable has a weekly goal that determines whether it is on or off track.
• Owner -- The person responsible for hitting the number.

Adding a Measurable

To add a new measurable:

1. Navigate to Scorecard in the sidebar.
2. Click Add Measurable.
3. Fill in the form:

Field	Description
Title	Name of the measurable (e.g., "Weekly Revenue")
Owner	Team member responsible for this number (type a name to find them in a long list)
Goal	Target value with a direction operator
Unit	Optional unit label (e.g., "$", "%", "tickets")

Goal Format

Goals use a direction operator to indicate whether higher or lower is better:

Format	Meaning	Example
>100	Greater than 100 is on track	Revenue > $100k
<5	Less than 5 is on track	Support tickets < 5
=10	Exactly 10 is on track	Meetings held = 10
>=95	Greater than or equal to 95	Uptime >= 95%
<=3	Less than or equal to 3	Defects <= 3
90-110	Between 90 and 110 (inclusive)	Average handling time 90-110 s
100000	A bare number means "at least"	Revenue 100000

Numbers can be written the way people write them: decimal commas (3,5), thousands separators (48,000 or 48.000), a percent sign (95%) and negative numbers.

TIP

Most scorecard measurables use > (more is better) or < (less is better). Ranges suit numbers that should neither be too low nor too high. Exact equals is rare but useful for compliance-type metrics.

Entering Weekly Values

Each week, measurable owners enter their numbers right in the table, like in a spreadsheet. The table opens at the latest weeks, and each measurable shows its goal under its name.

1. Click the cell of the week (or tab to it and press Enter).
2. Type the value. The cell turns green or red while you type.
3. Save with Enter or by clicking elsewhere. Tab / Shift+Tab saves and moves to the next or previous week, ↑ / ↓ to the measurable above or below. Esc cancels.

To remove a value, empty the cell and press Enter.

The goal decides the colour. In EOS a number is objectively on or off track: green when it meets the goal, red when it misses it -- nobody marks it by hand. When a goal changes, the whole history is recoloured against the new goal. Every cell also has an icon (✓ met, ⚠ missed) and a description for screen readers, so the status doesn't depend on colour alone.

Only when a value can't be compared with the goal -- text such as about sixty, or an ambiguous number like 1.234,5 -- the cell asks Met or Missed before saving.

WARNING

Measurables with missing values for the current week are flagged during the Scorecard Review segment of the L10 Meeting. Enter values before the meeting to keep reviews efficient.

13-Week Trailing View

The Scorecard always shows the most recent 13 weeks. This trailing window serves two purposes:

1. Trend analysis -- You can see whether a metric is improving, declining, or flat over the last quarter.
2. Pattern detection -- Cyclical patterns (e.g., end-of-month spikes) become visible.

Scroll horizontally if all 13 columns do not fit on your screen -- also on a phone. As in the EOS Scorecard, the owner comes first, then the measurable; both columns stay in place, so you always know whose number and which row you are in (on a phone the owner is their avatar). The meeting's Scorecard Review lists them the same way.

The same values feed the Dashboard: its Scorecard pillar is this week's share of measurables on track (target 80 %), and its Scorecard card shows the 13 weeks as a trend, a grid and streaks. A measurable missed 2 or more weeks in a row appears under Needs attention, one on track 4 or more weeks in a row under Wins.

Exporting to Excel

Export in the page header downloads the scorecard as an Excel workbook (.xlsx) -- for example for top management's quarterly review. Pick the period: This quarter (from its first week to this week), Last quarter, or Custom (any weeks, up to 53). The workbook has one row per measurable with its owner, goal and unit, one column per week (week number and its Monday), every value coloured green or red by whether it met its goal (tracking-only measurables stay uncoloured), and how many weeks were on track. The header rows and the first two columns stay in view while scrolling, and it prints landscape.

Filtering the Scorecard

Above the Scorecard:

• Search -- in the measurable's name
• Owner -- the measurables of one or more people
• This week -- Met, Missed, or no value for the current week, judged against the goal the same way the cell is coloured

For example, This week = no value shows which numbers are still missing before the meeting. The filters are kept in the address -- see Filtering Lists.

Editing a Measurable

To edit an existing measurable:

1. Open the ⋯ menu on the measurable row.
2. Click Edit.
3. Update the title, description, goal, unit, or owner.
4. Save the changes.

INFO

Only OWNER and ADMIN roles can add, edit, reorder, or remove measurables. MEMBER users can enter weekly values but cannot modify the measurable definitions. VIEWER users have read-only access.

Reordering Measurables

To change the order of rows on the Scorecard, open the ⋯ menu on a measurable and choose Move up or Move down. The new order is saved for the whole team and is also used in the meeting's Scorecard Review.

Deleting a Measurable

To remove a measurable from the Scorecard:

1. Open the ⋯ menu on the measurable row.
2. Click Delete.
3. Confirm the deletion in the dialog.

WARNING

Deleting a measurable also removes all of its weekly values. This action cannot be undone. If a measurable is no longer relevant, consider keeping it for historical reference.

Dropping to Issues

In EOS the numbers are only reported during the Scorecard Review -- a number that misses its goal is dropped to the Issues List and discussed in IDS. In the meeting's Scorecard Review, every red number has an Add to issues button. It creates an issue such as New Leads: 42 leads (goal >50), linked to the meeting, which then appears in the IDS segment.

Best Practices

• 5 to 15 measurables -- Keep the Scorecard focused. Too many numbers dilute attention.
• Leading indicators -- Include metrics that predict future outcomes, not just lagging results. See EOS Methodology: Scorecard for guidance.
• Update before the meeting -- All values should be entered before the weekly L10 Meeting.
• Review trends, not just this week -- A single red number is not a crisis. Three or more red weeks in a row is a pattern worth discussing.

Related Pages

• EOS Methodology: Scorecard -- Theory behind scorecards and measurables
• L10 Meetings -- Scorecard is reviewed in segment 2
• Dashboard -- The Scorecard pillar, trend, grid and streaks