Organizing Scorecards with Groups

Learn how to effectively organize and utilize Scorecards groups for improved efficiency and productivity.

Written by Tommy Mains

Updated at April 19th, 2025

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Table of Contents

Creating Measurable Groups Expanding and Collapsing Groups Reorganizing Groups Reorganizing Measurables

There are several ways to keep your team's Scorecards organized, including creating Measurable groups and reorganizing Measurables.

Previously, you may have divided groups of Measurables with line breaks. Our updated tool automatically moved your Measurables into groups based on how you placed line breaks. With the Combine all groups button, you'll have a one-time option to combine all your Measurables into a single group.

 

 

Creating Measurable Groups

Keep your Scorecards organized by creating groups. Each group can house similar Measurables to make reviewing your Scorecard as easy as possible. You can include up to 20 groups on each of your Scorecards. You may want to create a group for each team member, Seat, or goal. For example, a sales team may have a Measurable group that includes a Measurable from each sales Seat holder.

To create a new group:

  1. Click New Group on the far right of the Filters bar.
  2. Name the group.
  3. (Optional) Write a description for the group.
  4. Click Save.

To edit a group's details, click the ellipsis on the top right of the group's card. Then, click Edit group details. To delete it instead, click Delete group.

 

Expanding and Collapsing Groups

While viewing data, click the diagonal arrow to expand or collapse a group.

 

 

Reorganizing Groups

To manage the order of your Measurable groups:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Edit group order.
  3. Click and hold the six-dot icon on the left of the group's row to drag and drop groups in the popup.
  4. Click Save.

The order of your Measurable groups carries over to your team's meeting agenda, so team leaders should organize the Scorecards accordingly.

 

Reorganizing Measurables

You can drag and drop a Measurable within its group by clicking and holding the dots on the far left of the Measurable's row and then releasing your click in its new location.

To send a Measurable from one group to another:

  1. Right-click the Measurable.
  2. Click Move to group… from the dropdown.
  3. Select a group from the dropdown.
  4. Click Move.
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