Scorecards Tool
Overview
Section titled “Overview”The Scorecards tool provides two types of performance tracking:
- Weekly scorecards: Checklist completion, comments, and financial metrics for each week
- Monthly scorecards: KPI reviews, comments, monthly financial summaries, and aggregated weekly data
The main page includes trend charts (Recharts) and the list of scorecards, organized by Weekly/Monthly tabs.
Scorecard Types
Section titled “Scorecard Types”Weekly
Section titled “Weekly”Sections (in order): Trends → Financial Metrics → Checklist → Comments
- Trends: Sparklines showing checklist completion, revenue, and utilisation over the last 8 weeks
- Financial Metrics: Single-row inputs for Billable Hrs, Utilisation %, Revenue, Profit %
- Checklist: Items from the user’s assigned scorecard template. Each cycles through: Pending → Yes → Partial → No
- Comments: Free-text area for weekly observations, blockers, highlights
When a weekly scorecard is created, the scorecard_template_id is snapshotted so template edits don’t affect existing scorecards. Week labels use “Week X of YYYY” format (ISO week number).
Monthly
Section titled “Monthly”Sections (in order): Trends → Financial Metrics → Weekly Summary → KPIs → Comments
- Trends: Sparklines showing KPI health, revenue, and utilisation over the last 6 months
- Financial Metrics: Single-row inputs for monthly totals
- Weekly Summary: Read-only aggregation card showing weekly scorecard count, average checklist completion, and financial totals from that month’s weeklies (hybrid model)
- KPIs: Auto-populated from the Objectives hierarchy based on user’s access level. Status cycling: Pending → On Track → At Risk → Off Track
- Comments: Free-text area for monthly commentary
Creating Scorecards
Section titled “Creating Scorecards”Both weekly and monthly scorecards are created via a dropdown menu:
- Weekly: Shows 5 week options (2 back, this week, 2 forward) with labels like “Week 10 of 2026 (This Week)”
- Monthly: Shows Last Month, This Month, and Next Month
Options are disabled if a scorecard already exists for that period.
Main Page Charts
Section titled “Main Page Charts”The main scorecards page shows trend charts above the scorecard list when 2+ history entries exist:
- Weekly tab: 4 individual financial metric charts (Billable, Utilisation, Revenue, Profit) in a 2-column grid, plus a full-width Checklist Completion line chart below
- Monthly tab: 4 individual financial metric charts in a 2-column grid, plus a full-width KPI Health stacked bar chart below
Each financial metric has its own Y-axis scale. Charts use Recharts and are responsive.
Dashboard Integration
Section titled “Dashboard Integration”The dashboard shows a Scorecards summary card with overdue alerts. If last week’s weekly or last month’s monthly scorecard hasn’t been submitted, an amber warning banner appears.
Squad Filtering
Section titled “Squad Filtering”The scorecards list can be filtered by squad using a dropdown above the scorecard list:
- Managers: See only their squad (no “All Squads” option)
- Heads/Executives: See all squads with an “All Squads” default option
- Leads/Employees: See squads they belong to
The filter intersects with access-level scoping — a squad filter never grants visibility beyond what the user’s access level allows.
URL State
Section titled “URL State”All page state is managed via URL search params for bookmarkability and browser back/forward support:
?tab=weekly|monthly— active tab?id=<scorecard-id>— selected scorecard detail view?squad=<squad-id>— squad filter
Data Model
Section titled “Data Model”| Table | Purpose |
|---|---|
scorecards | Header: user, squad, week_of, type (weekly/monthly), period_key, notes, comments, scorecard_template_id |
scorecard_scores | Individual checklist item statuses |
scorecard_kpis | KPI tracking with optional link to kpi_definitions |
scorecard_metrics | Financial metrics (one row per scorecard) |
scorecard_templates | Named templates with description |
scorecard_template_items | Checklist items per template |
Components
Section titled “Components”| Component | Purpose |
|---|---|
scorecards-page.tsx | Main page: tabs, charts, list, detail routing |
weekly-detail.tsx | Weekly scorecard detail view |
monthly-detail.tsx | Monthly scorecard detail view |
period-metrics.tsx | Shared single-row financial metrics input |
aggregation-summary.tsx | Monthly weekly-summary card |
kpi-section.tsx | KPI status cycling with breadcrumbs |
template-scorecard.tsx | Template items checklist |
score-item.tsx | Individual checklist item |
charts/checklist-trend-chart.tsx | Line chart: checklist completion over time |
charts/financial-trend-chart.tsx | Reusable single-metric area chart (Billable, Utilisation, Revenue, or Profit) |
charts/kpi-health-chart.tsx | Stacked bar chart: KPI status distribution |
charts/sparkline.tsx | Minimal inline trend line |