Workboard

Biz Reviews & Scorecards

Sharing Scorecards
You can share your Scorecard with specific individuals, teams or with your entire organization.



Click the share icon...

Exporting Scorecards

Overview
WorkBoard Scorecards bring Objectives, Key Results, charts, and narratives together in one place, reducing manual data gathering ...

Create Scorecards

Once you've created your Scorecard, you can easily customize the text, layout, and other elements. If you're looking to reorganize, you ca...

Customize and Share your Scorecard

Overview
Scorecards empower organizations to streamline performance tracking and enable data-informed decision-making. Now, with multi-per...

Multi-Period Scorecards

Scorecards

Overview
Biz Reviews automate showcasing Team and Organizational results. Biz Reviews are dynamic dashboards that display your Team(s) Obj...

Get Started with Biz Reviews

Overview
Finding Biz Reviews and Collections is easy from the Biz Reviews Landing Page. Use filter and sort options, the search bar, and f...

Find Biz Reviews and Collections

Overview
Save time and clicks by using the Quick Actions menu in Biz Reviews. In Edit mode, right click wherever you are in your Biz Revie...

Quick Actions in Biz Reviews

Overview
Adding Charts to Biz Review provides a deep dive into the progress of Key Results. You can add data from other sources into your ...

Add Key Result Charts to Biz Reviews

Overview
Biz Review Trays are a simple and effective way to showcase your part of the business, and are automatically updated based on pro...

Add and Edit Biz Review Trays

Overview
Sections are subdivisions within Biz Reviews that provide a focused area to cluster related trays Add Charts, Text, Images, iFram...

Add and Delete Sections in Biz Reviews

Overview
Collections are a way to group together a set of Biz Reviews for MBRs or QBRs, or to simply organize them in shared or personal C...

Create, Organize, and Favorite Biz Review Collections

Overview
Switch from dashboard mode to Present mode with a single click to share your Team’s outcomes in meetings. From Present mode, ente...

Present Biz Reviews

add content to your biz review, edit biz review, add iframes, add charts, add trays, add okrs to your Biz Review, add key results to your ...

Adding content to your Running Business Review (RBR)

Getting Started with Biz Reviews

Overview
Edit the Presentation Order of a Collection to create MBR and QBR content in one place. From there, you can present all Biz Revie...

Sort, Present, and Share Collections

Overview
Biz Reviews can be shared with individuals, teams, or globally. Everyone with access to the Biz Review can track a team's progres...

Share and Publish Biz Reviews

how to edit rbr, edit running business review (rbr), edit biz review, rearrange trays, edit trays, move trays, arrange trays, resize trays...

Resize and Move Items in Biz Reviews

Overview
The Hotbox showcases the areas where you need to focus. More specifically, it highlights the Medium Risk (orange) or At-Risk (red...

Manage the Biz Review Hotbox

Overview
WorkBoard allows you to easily duplicate Biz Reviews that you've created, and Biz Reviews that have been shared with you so you c...

Duplicate Biz Reviews as Templates for Next Quarter

Overview
At the end of your OKR period, easily archive outdated Biz Reviews to clean up your Biz Review list. You can view Archived Biz Re...

Archive Older Biz Reviews & Entire Collections

Getting the Most out of Biz Reviews

Overview
Leverage your Tableau Vizzes by embedding them in your Biz Review iframe Tray directly in WorkBoard. 
An Iframe allows you to emb...

Embed Tableau Vizzes in Biz Reviews Iframe Tray

Overview
WorkBoard Biz Reviews allow users to embed external web content like documents, videos, and interactive media using our iframe tr...

Embed Content in Biz Reviews with iframes

Advanced Biz Reviews Options

Create a custom design with text, images, and links

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