Scorecard Dashboards are like other MSPbots dashboards, which allow users to identify actionable data from a single page. Unlike other dashboards, a scorecard dashboard hosts only target card widgets and is useful for monitoring values against specific sets of targets. 

This article shows how to create scorecard dashboards in the MSPbots app. Before you proceed, please make sure that you are logged in to MSPbots as an administrator. 

Watch this video or follow the procedure below to create a scorecard in MSPbots.

Related video: Why a scorecard is important

To create a scorecard dashboard:

  1. Navigate to Scorecards on the MSPbots menu.
    MSPbots Scorecard
  2. On the Scorecards tab, click the New Dashboard button to open the Add New Scorecard Dashboard window. 
    new dashboard
  3. On the Add New Scorecard Dashboard window:  
    • Give the scorecard dashboard a Name.
    • Select the Role that will have access to the report. You can select multiple roles.
    • Provide a Description for the dashboard. 
      add new scorecard

  4. Click Continue to start designing your dashboard. 
  5. When the dashboard you created appears, click the Add Widgets button. This opens the Add Widgets window.  
    add widgets
  6. On the Add Widgets window, select the target card widgets that should be in the Scorecard Dashboard, then click the Add button.
    add target card widget
    Important: Only target card widgets are shown in the scorecard dashboard. 

    The widgets that you have selected will now appear on the dashboard. 
    my scorecard dashboard
  7. Click the Setting button to open Scorecard Layout Setting. 
    dashboard setting
  8. On the Scorecard Layout Setting window, choose how to present the widgets on the dashboard. Select Graphs View or Table View, then click Save. 
    scorecard layout setting
  9. Click Save Dashboard on your Scorecard Dashboard to save.
    save dashboard

Related video: Watch this video to know why a scorecard is important.