Enterprise teams report they spend up to 30 hours of preparation time to coordinate, assemble, and format presentation decks for each operational review, such as Monthly Business Reviews (MBRs) or Quarterly Business Reviews (QBRs). The majority of this preparation goes into creating a scorecard – the “metrics-on-a-page” slide that contains a table of the most pertinent operational metrics, with commentary on the go-forward plan.
Reviews are then often spent debating the integrity of the manually compiled data, rather than making progress on the organization’s strategy and Objectives and Key Results (OKRs).
“This is incredible. I have a monthly report in Excel that I use to show my leader progress. This will be able to replace that completely and save me loads of time for checking on status, updates, etc.”— Neil Sanderson, VP, Strategy & Business Operations, Data & Analytics at Thomson Reuters
With WorkBoard Scorecards, you can display your team’s OKR progress on a single page, drive focused discussion on progress to plan & path forward, and shift focus to where it’s needed most.
Scorecards help you drastically reduce the time and costs spent in preparation, and ensure data integrity by connecting directly to the source: your OKRs right in WorkBoard.
75.8% of surveyed WorkBoard users believe scorecards will help them run smarter, more efficient reviews.Source: January 2023 WorkBoard Community Call Scorecard Survey
A WorkBoard Scorecard is different from a presentation deck – it's a dynamic data table that helps you easily tell your data story your way, complete with live actuals.
In WorkBoard, you can start building your scorecard with just a few clicks. Select and add existing Key Results that are most important to your story. Since this data already lives in a single source of truth, it dynamically updates and always reflects the latest on your most critical metrics.
You can add any WorkBoard metric to your scorecard, and select the specific attributes that matter to your organization. Add your narrative alongside your metrics to add supporting context to your story.
Further customize your columns by adding the Objective and Key Result fields you want. You can also reorder and edit any field, like:
After you’ve compiled the content of your choice, it’s easy to format the look and feel of your scorecard. Inline text editing, color options, and imagery align to your brand for a pixel-perfect slide ready for your next executive review.
“Scorecards puts WorkBoard users in the driver seat to easily author beautiful, results-focused dashboards to replace static slide decks in operational business reviews, such as MBRs and QBRs.”— Steve Boogar, Group Product Manager, Operating Rhythm Products at WorkBoard
In a January 2023 WorkBoard user survey, 75.8% of respondents reported that they believe WorkBoard Scorecards will help them run smarter, more efficient reviews.
Ready to give it a try? Let us show you how WorkBoard can help you pull together your results dashboards and scorecards in just a few clicks for the most seamless MBR and QBR experience.
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