Using Scorecards for Weekly Team Reviews
Use Scorecards to walk into every weekly team meeting knowing exactly what's moving and what isn't. Each metric you're tracking gets its own row. Each time period gets its own column. You see the numbers, you spot the problems, and you have the conversation that actually moves things forward.
Choosing Your View
The three views serve different conversations:
Weekly — your default for team check-ins. Shows week-by-week movement so you can see if this week is tracking better or worse than last.
Monthly — best for reviewing progress against goals. Shows Actuals vs Goals side by side for each month, color-coded so you can see at a glance what's on track and what isn't.
Daily — useful when you're actively working a problem and need to see day-over-day changes.
Switch views using the Monthly / Weekly / Daily controls at the top. Use the period selector to jump to This Quarter, Last Quarter, or a custom range. Hit Today to snap back to the current period.
Entering Data
Click any cell to enter or update a value for that period. If a metric is connected to a data source, Precision fills the values in automatically. For metrics you track manually, click the cell and type the number.
Building Your Scorecard
Scorecards are organized into sections — one per area of the business you want to review. A typical setup might have sections for Revenue, Marketing, and Delivery.
Click the pencil icon in the top right to enter edit mode.
Click Add Section and name it.
Click Add Metric inside the section and search for any metric in your account.
Drag metrics to reorder. Drag section headers to reorder sections.
Click the pencil icon again when you're done.
Creating a New Scorecard
Click the scorecard name in the top left to open the switcher, then click New Scorecard. Give it a name and you're dropped straight into it. You can build one scorecard for each team, or one for the whole company — whatever matches how you run your weekly reviews.