Transforming Data into Actionable Insights with AutyFi Scorecards

AutyFi Marketing Team
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April 12, 2024
Table of Contents

Transform your data into actionable insights with AutyFi scorecards. This tool simplifies setting goals and tracking progress, enabling you to see and adjust your strategies as needed. By bridging the gap between data analysis and decision-making, AutyFi provides businesses with a direct route to achieving their objectives. This method makes navigating data complexities straightforward, ensuring every insight is leveraged for actionable outcomes.

AutyFi Scorecards: A Gateway to Data Simplification

The AutyFi Scorecard is developed with flexibility, allowing users to start with an AutyFi template or create a custom scorecard that meets their unique needs. Experience the power and simplicity of AutyFi Scorecards firsthand with our interactive demos. Once a system is connected to AutyFi, selecting the most significant metrics from AutyFi's extensive metric library becomes an option. This adaptability in designing scorecards allows businesses to track their performance across different areas through a straightforward dashboard, ensuring that all vital data is readily accessible for informed decision-making.

Scorecard Setup

Setting up Scorecards with AutyFi is straightforward. Start with an AutyFi template or create a personalized scorecard by selecting the metrics that are most important to you. Our scorecards make it possible to merge metrics from various sources into a single scorecard, establish objectives for each metric, invite your team, and commence the journey toward achieving your goals.

  • AutyFi Metrics: AutyFi automatically retrieves metric values from each system you connect. Connecting a system to AutyFi unlocks access to the metric library, enabling you to scroll through and add metrics to your Scorecards effortlessly.
  • Goal Setup: You can assign a specific goal to each metric, allowing you to monitor your organization's performance. Setting goals provides you and your team with clear objectives and promotes growth. By defining your own goals, the scores on your Scorecard deliver meaningful insights
  • Advanced Goals: The Advanced goal-setting tool offered by AutyFi is unparalleled. It enables the setting of distinct goals for each month of the year, making it ideal for organizations expecting growth, experiencing seasonal variations, and more. AutyFi enables you to tailor your goals and precisely track success.

Navigating Data with Ease: Scorecard Views

AutyFi understands that data interpretation is not one-size-fits-all. To accommodate different preferences and requirements, AutyFi offers three distinct views for data presentation: Grid, Tile, and Period.

  • Grid View caters to users who prefer a comprehensive overview. It displays all metrics and locations in a straightforward grid format.
  • Tile View transforms data into visually appealing formats such as pie charts, bar charts, and gauges, making it easier to digest and interpret at a glance.
  • Period View offers a historical perspective, allowing users to identify trends over time by comparing metric values across different periods.

These viewing options ensure that users can find a comfortable and effective way to analyze their data, leading to better-informed decision-making processes.

Check out our pricing for more details.

Navigating Data Depths with Scorecard Drilldown

At AutyFi, recognizing the significance of intricacies is critical; therefore, we offer the ability to examine each of your metrics thoroughly. This feature ensures a comprehensive understanding of your data.




Detail Drill Down: Delve into the underlying details of each metric for deeper insights. A double-click on a metric reveals a popup showcasing the data underlying your metric.

Source Drilldown: AutyFi enhances the Drilldown feature by allowing further exploration directly to your source connection. This enables the validation of metrics, understanding of activities, and necessary adjustments to source data.

Scorecard Summary

AutyFi’s Scorecard Summary displays overall scores for each Scorecard so you can analyze overall performance and know where to drill down.

Responsible Party:

Assign a Responsible Party to a specific metric or scorecard and give members of your team ownership of company performance. When Responsible Parties log into AutyFi, they only see the metric or Scorecard assigned to them. Build collaboration and accountability to foster growth like never before.

Scorecard Filters

Filter any Scorecard with AutyFi’s robust filter menu. You can filter by location, Responsible Party, date range, locations, custom segmentation fields, and more! AutyFi filters allow you to focus on the data you need.

        
Take the next step towards achieving your business ambitions with AutyFi. Our intuitive platform and tools, such as Dashboards, Scorecards, Data Normalization, Reporting, Connections, and Onboarding, help you quickly set, track, and achieve your goals. Through real-time analytics and personalized insights, AutyFi is here to guide you in meeting and exceeding your business objectives with clarity and efficiency.
Ready to learn more or have questions on how AutyFi can help your business thrive? Contact us today!