Overview

The Scorecard feature in Whatsdash helps you track key business metrics in one clean, automated summary. It’s designed to give clients and teams a quick snapshot of performance, trends, and changes—delivered directly to Email or Slack on a schedule. This page explains each section of the Scorecard setup and how it helps clients make better decisions.

Scorecard Name

This field lets you name your scorecard (e.g., Marketing Performance, Sales Daily Report).

How it helps clients:

Keeps multiple scorecards organized
Makes reports easy to recognize in Slack or Email
Helps teams instantly understand the purpose of the report

Select Metrics to Create Scorecard

Choose the metrics you want to track in the scorecard. Examples include:

Event Count
Event Count per User
Impressions
Leads, Revenue, Visitors, Contacts (from connected tools)

How it helps clients:

Focuses attention on the most important KPIs
Combines data from multiple platforms into one view
Removes the need to log into different tools daily

Add Metrics Button

Allows you to add more metrics to the same scorecard.

How it helps clients:

Builds a single, comprehensive performance summary
Saves time by avoiding multiple reports
Enables cross-team visibility (marketing, sales, product)

Data Preview

The right panel displays a static demo preview of how your scorecard will appear when it is delivered to Email or Slack. This preview is for visualization purposes only and helps you understand the final layout and format of the scorecard.

Metric value - Example numbers showing how each metric will be displayed
Data source - Sample sources like Salesforce, Google Analytics, or HubSpot
Percentage change - Demo indicators showing increase or decrease compared to the previous period

How it helps clients

Provides a clear idea of the final scorecard design before sending
Helps confirm readability and presentation of metrics
Makes it easy to visualize how executives and stakeholders will view the report
Sets expectations for how real data will be presented once the scorecard is live

Show Data For (Time Range)

Selects the reporting period (e.g., This Month, Last Week).

How it helps clients:

Aligns reports with business cycles
Supports daily, weekly, or monthly reviews
Enables consistent performance tracking

Compared To (Comparison Period)

Compares current data with a previous time period.

SHow it helps clients:

Shows growth or decline instantly
Helps identify trends and performance changes
Makes reports more actionable and insightful

Delivery Options

Choose how your scorecard is delivered. You can send it via:

Email - – Receive scorecards directly in your inbox for easy review and sharing.
Slack Channel (via Slack Connect) - – Automatically post scorecards to a Slack channel so your team can view and discuss performance in real time.