A Scorecard Dashboard, like other MSPbots dashboards, allows 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 historical values against specific sets of targets.
This article shows how to create scorecard dashboards in the MSPbots app.
Required Permissions
Only users with admin permissions can create or edit a Scorecard Dashboard.
Prerequisites
- Creating a scorecard dashboard requires you to log in to the MSPbots app as an admin.
- Only target card widgets are shown in the scorecard dashboard.
How to Create a Scorecard Dashboard
- Navigate to Scorecards on the MSPbots menu.
- On the Scorecards page, click the New Dashboard button to open the Add New Scorecard Dashboard window.
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n the Add New Scorecard Dashboard window:
- Give the scorecard dashboard a Name.
- Select the Role that will have access to the scorecard. You can select multiple roles.
- Provide a Description for the dashboard.
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If you have just created a new dashboard, you will see the screen in the image below. Click the Add Widgets button.
If you are modifying an existing dashboard, you will see the screen in the image below. Click the Design button and proceed to Step 8.
- Click Widgets List, and select the widgets to include in the scorecard dashboard.
- Only target card widgets can be shown in the scorecard dashboard.
- If you want to create a new target card widget, refer to How to Create a Target Card Widget.
Do not select more than 218 widgets; exceeding the limit of 218 can lead to slow loading times and occasional crashes.
- Click the Add Selected button. The selected widgets will appear in the scorecard dashboard.
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Click the Setting button to open the Scorecard Layout Setting pop-up window.
- Configure the following fields in the Scorecard Layout Setting window, then click Save.
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Top tier Unit - Configure how the data is displayed at intervals. Currently, only the following three options are supported:
- Every Day - Display data for each day
- 1st of Every Month - Display data for each month
- Every Sunday - Display data for each Sunday
- Top tier Format - The format of the top tier date. Supported formats include YYYY MMM DD, MMM DD, YYYY, and MM DD, YY.
- Default View - Choose how the widgets are presented on the dashboard. Select Graphs View or Table View.
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Show User Name - Enable this switch to display the user name for each widget on the scorecard dashboard.
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Top tier Unit - Configure how the data is displayed at intervals. Currently, only the following three options are supported:
- Click the Add Header button to add a header to the scorecard dashboard.
- Enter your desired header name in the Add Header window and click Save. If you want to modify the added header, click on the header to edit it. You can add multiple headers. To delete the header, follow the same process.
- Click Save Dashboard on your Scorecard Dashboard to save your settings.
The message "Dashboard layout save success" indicates that the creation was successful.
If the Too many widgets popup appears after clicking the Save Dashboard button, go back to Step 5 to uncheck some widgets to reduce the number of Selected widgets to 218 in order to stay within the limit of 218.
- You can hover over a KPI in the KPI column to view the KPI's name and description for a better understanding of the meaning of each KPI, which content from the target card widget.
- If you want to modify the KPI's name and description, you can update them when editing the corresponding target card widget. Refer to How to Create a Target Card Widget.
- If you want to modify the KPI's name and description, you can update them when editing the corresponding target card widget. Refer to How to Create a Target Card Widget.
- When the value in the Current Value column is underlined, you can click the value to view the specific details for the value.
Check-in
Other than modifying the existing values of widgets in the scorecard dashboard, you can also add values to blank fields in your scorecard dashboard. However, if all the widget values in the scorecard dashboard are blank, you cannot add values to the empty fields.
When you modify field values or add values to blank fields, you can also add comments to key performance indicator fields in the scorecard. Here are the step-by-step instructions:
- In the scorecard dashboard window, click the empty field or the field value you want to modify.
- In the Check-in pop-up window, click on the empty field or the field value for modifying and enter the new value in the New Value field, then add a comment in Comments.
- Click Check In.
The Check in History records the modifications on the field values and the comments added to certain fields. You can click Check-in History to view these modifications. If you added comments to the fields of key performance indicators in the scorecard dashboard, you can quickly identify the key indicators from the comments.
View options for scorecard dashboards
Below is the scorecard with the Graphics View.
Below is the scorecard with the Table View.
To change the default view, go to Settings, select your preferred view from the Scorecard Layout Setting window, and click Save.
Other available actions
Click the button in the upper right corner to add the scorecard to My Favorites.
- When
changes to
, it means the addition was successful.
- After that, you can find the scorecard in the My Favorites tab.
- If you want to remove it from My Favorites, click