Scorecard Report
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This report shows weekly performance (Mon–Sun) vs goals and coaching notes.
Use it for 1-on-1s, reviews, and documenting how people respond to coaching over time.
Date range
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Scorecard type
Sales
Weeks in view
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Sales Metrics – Weekly Trends
Each chart shows weekly actuals vs weekly goal. Weekly buckets run Monday through Sunday.
Opportunities Created
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Actual opportunities vs goal (weekly buckets).
Close Rate (%)
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Weekly close rate vs goal. Hover points to view coaching notes.
Closed Sales
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Actual sales vs goal (weekly buckets).
Gross Profit %
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Weekly gross profit percent vs target.
Client Reviews
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Weekly count of reviews vs review goal.
Peer Assists Received
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Weekly assists received vs assist goal (from Recognitions tab).
Quality – Audits & Reviews
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Green: positive quality audits • Red: bad quality audits • Yellow: client reviews per week.
Safety Audits
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Green line: positive safety audits • Red line: bad safety audits.
Efficiency – Hours Over Baseline
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Hours over baseline per week. Goal is 0 (lower is better).
Design Metrics – Weekly Trends
Weekly performance for design work: completed value, sold value, reviews, and assists.
Completed Designs Value
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Weekly completed design value vs goal (monthly goals prorated to weeks when applicable).
Designs Sold Value
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Weekly design-to-project conversion value vs goal.
Client Reviews
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Weekly review count vs goal for design work.
Peer Assists Received
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Weekly assists received vs assist goal for design.
Coaching & Feedback Timeline
Pulls from Recognitions. Each week groups assists and feedback sent to this person or group.
Click a week to expand details.
Quality Audits
Type, result, client, and notes. Click any row to see full details (Work Performed, Attention to Detail, Future Opportunity).
Safety Audits
Same structure as quality: JSON notes expanded into clear sections on click.
Dependability Incidents
Late arrivals, no-call-no-shows, and inaccurate paperwork by date, with notes where provided.
Client Reviews in Range
Shows all client reviews for the selected view (employee / department / company) and date range.
Use with the quality & sales charts to see how execution shows up for clients.