A scorecard is the handful of numbers that tell you, every week, whether the business is working. Most teams already have the numbers — scattered across a CRM, an accounting tool and somebody’s spreadsheet. Metrics in Clarion pull them into one table with an owner and a target each, so the weekly question becomes “which ones are red, and why?” instead of “does anyone have last week’s figure?”
Every number has an owner and a target
When you add a metric you give it:
- A name and a definition — what it measures and how it’s calculated, so nobody argues about the number itself.
- A target, and a unit: dollars, percent, points, users, a count, or anything custom (“orders”, “tickets”, “hrs”).
- A frequency — daily, weekly or monthly.
- An owner, the one person responsible for the number being entered and explained.
Some numbers are better when they’re lower: churn rate, response time, defects. Mark those as inverted and Clarion flips the colors, so a value over target shows red instead of green. The targets doc covers how to choose them.
See the trend, not just the number
The scorecard shows each metric’s last week next to this week, colored against target, with a sparkline of recent values and the percentage change. Click any value to record a new one. Expand a row to see its full history — every period’s value, how it compared to target as a percentage, and the change from the period before.
Drag metrics into the order you want to review them. Star the ones that matter most as key metrics and they appear on the dashboard for everyone. Archive a metric you’ve stopped tracking without losing its history.
Values that arrive on their own
Typing numbers into a table every Monday is the first habit to slip. Clarion gives you three ways to stop:
- Push URLs. Create a private URL for a metric, and anything that can send a web request — Zapier, Make, n8n, a Google Sheets script — can post a value to it. No API key needed. See metric push URLs.
- Fetch from URL. Point a metric at a JSON API and Clarion reads the number hourly, every six hours or daily. Owners and admins set it up; everyone can see where the value comes from. See pulling metrics from a URL.
- The API. Write many metrics at once with a scoped API key — useful for a nightly job from your own systems. See the REST API.
Recording the same period again replaces the earlier value, so automated jobs are safe to re-run. Values that arrive these ways also fire a webhook, so other systems can react.
If your scorecard already lives in a spreadsheet, you can import it from a CSV, weekly history included.
Built for the weekly sync
The scorecard is the first step of every sync. The team reviews the numbers together, owners can fill in a missing value on the spot, and anything off target becomes a discussion. From a metric’s expanded row, Flag as challenge creates a challenge about it in one click, so it lands on the agenda instead of being forgotten.
A view for leaders
Metrics belong to a team. If other teams report to yours, the metrics page shows a roll-up card for each — a health bar, how many metrics are on and off target, and which ones are off — so a leadership team can see where to look without opening every department. Across client companies, the advisor view does the same at company level.
Start with five to fifteen numbers. The scorecard guide covers how to pick them.