QuickScore Video Guides

QuickScore is one of the world’s most popular scorecard and KPI management tools. And rightly so! It is easy to set up and easy to use. However, under the hood, there is a multitude of complex functions. Use these videos to help build your unique system.

Home Page

Many of the day-to-day operations such as updating measures and viewing tasks can be undertaken from the home page

Navigation

You will want to explore. See how to navigate around the application. A quick guide to the major navigation features

Organise Your Data

How to build an organisation structure. Organisations are the ‘containers’ within which all your data resides

Create a Scorecard

You can build any type of scorecard in Quickscore. This includes financial, marketing, sales, anything you need

Build a Dashboard

Create dashboards easily to aggregate your data in to a meaningful displays to help drive your business

Notes in Dashboards

Notes can be created in scorecards and then used in dasbards, they can also be updated in dashboards

Update with a Spreadsheet

Update your measure values by using a spreadsheet, sometimes a quick option if you have twelve or more measures

Setting Alerts

How to set alerts for Scorecards, Themes, Objectives, Measures and Notes. An Alert will send an e-mail to the subscriber

Charts and Reports

If you want to view your data in row and column format and export to a speadsheet, then watch this video

Creating Initiatives and Tasks

How to create Initiatives, Tasks and Milestones and relate them to objects in a scorecard and use them in dashboards

Collating a Briefing

How to build a presentation pack (called a Briefing) and display it online or export it to a pdf, PowerPoint or Word document

Strategy Maps

A Strategy Maps is a special type of dashboard. It can be auto-generated in QuickScore to provide an at-a-glance view.

Administrative Functions

Add a User

There are three main users types in QuickScore:  Power Users, Communicators and Viewers.

Groups and Permissions

Users MUST be added to a Power User, Communication or Viewer group so that permissions can be applied

Shared Dashboards

Dashboards can be shared externally in any browser, rendered direct from QuickScore, not a picture or image