š Overview
Most construction businesses have a sense of how they're performing -- but a sense isn't a system. Without clearly defined metrics and consistent data collection, it's easy to miss trends until they've already become problems: morale slipping before anyone named it, safety metrics drifting, sales performance inconsistent with what the numbers need to be.
Structur's scorecard element, available inside Company Operations, gives you a structured way to define the performance metrics that matter most to your business and collect data against them over time. You build the scorecard once by defining the fields you want to track, then your team submits entries on a regular cadence.
Every entry is stored in a table you can review, open, and export at any time. Scorecards turn vague performance conversations into structured, consistent data collection. Instead of asking "how is estimating going?", you're asking specific questions and recording specific answers, every week or every month, with a full history to look back on.
š Understanding Scorecards
ā” What It Does
The scorecard element allows you and your team to:
Create scorecards inside any Company Operations page to track any performance metric relevant to your business
Define fields using three field types -- Yes/No, Currency, and Number -- to match the data you want to collect
Set a Name, Placeholder, and Subtext for each field to give respondents clear context when filling out an entry
Mark fields as required to ensure every entry is complete
Reorder fields by dragging them into the correct sequence
Collect entries over time using the New Entry button -- each entry records a response to every field in the scorecard
View all entries in a table with each field displayed as a column and each submission as a row
Open individual entries to see the full detail of any submission
Export scorecard data to a file for reporting, analysis, or sharing outside Structur
š When to Use It
Scorecards are most valuable when you need to collect consistent data over time: weekly team check-ins (track whether key activities happened, how many, or what they cost), safety performance (record incident counts, near-miss reports, or training completions on a regular cadence), sales and estimating performance (track leads in pipeline, estimates completed, proposals sent), employee satisfaction, financial performance, or any recurring performance metric where you want structured data over time.
š Step-by-Step Instructions
1. Navigate to the Right Location
Click Company Operations in the left sidebar
Click Standard Operating Procedures in the top navigation bar
Click the department where the scorecard belongs
Note: Scorecard elements can be added to pages in any section of Company Operations. The same process applies whether you're working in SOPs, Employee Handbook, or another section.
2. Open or Create a Page
To open an existing page: Click the page name in the left sidebar.
To create a new page:
Click New Page at the bottom of the left sidebar
Enter a Page Title
Toggle Privacy on if needed
Click New Page
3. Add a Scorecard Element
Click Edit in the top right if the page is in view mode
Click New Element in the content area
The New Element modal opens
Click New Scorecard
Enter a clear Scorecard Title that accurately reflects what it tracks
Add an optional Description to give your team context
Click Create
The scorecard element appears on the page with a "Click here to add a field" prompt.
4. Add Fields via Manage Scorecard
Click Manage Scorecard in the top right of the scorecard element
The Manage Scorecard modal opens
Click + Add Field
Fill in the following for each field:
Type -- choose the field type that matches the data you want to collect: Yes/No (binary questions like "Were all safety protocols followed?"), Currency (dollar-amount data like "Monthly revenue"), Number (count or quantity data like "New projects in estimating").
Name -- the question or metric label that appears as the column header in the scorecard table and in the entry form.
Placeholder -- optional helper text that appears inside the input field when submitting an entry.
Subtext -- optional help text that appears below the field name to provide additional context.
This is a required field -- check this to make the field mandatory before an entry can be submitted.
Click Add to save the field
Repeat for each additional field you want to track
Reorder fields by dragging them using the drag handle on the left
Click Save Changes when all fields are configured
5. Save the Page
Click Save in the top right corner. The scorecard is now live and accessible to your team.
6. Submit a New Entry
At your tracking cadence (weekly, monthly, or quarterly), open the page in view mode and submit a new entry:
Click New Entry in the top right of the scorecard
The New Entry modal opens showing each field as a question
For Yes/No fields, select Yes or No
For Currency and Number fields, enter the value
Click Submit Entry
The entry appears as a new row in the scorecard table with an Open button to view the full detail.
7. Review and Export Data
To review entries: Click Open next to any entry to see the full submission detail.
To export all scorecard data: Click Export in the top right of the scorecard to download the full entry history for reporting, analysis, or sharing.
ā Best Practices
Start with three to five fields per scorecard -- a scorecard tracking too many things at once loses focus. Identify the metrics that most directly indicate whether your business is performing the way it should, and start there.
Match your field type to your data -- use Yes/No for activity confirmation, Number for counts, and Currency for financial metrics. Using the right type makes entries faster to fill out and data easier to read.
Set a consistent entry cadence and stick to it -- the value of a scorecard compounds over time. Weekly entries for operational metrics, monthly for financial ones. Consistency is what makes the data meaningful.
Use Subtext to give respondents context -- remove ambiguity from complex questions so everyone interprets them the same way.
Mark critical fields as required -- if a field is essential for the scorecard to be useful, mark it required so entries can't be submitted without it.
Review scorecards in team meetings -- the most powerful use of a scorecard isn't generating data, it's creating a structured conversation. Use entry data to name what's working and what needs attention.
Place scorecards where the relevant team can see them -- a safety scorecard buried in an admin department won't create accountability. Put it where the team it's meant to inform will encounter it.
ā Common Questions
Q: Where do scorecards live in Structur?
A: Scorecards are elements added to pages inside Company Operations, organized by department. They sit alongside related SOPs, checklists, and documentation within the same page.
Q: What field types are available?
A: Three types -- Yes/No (for binary questions), Currency (for dollar amounts), and Number (for counts or quantities). Choose the type that matches how the data is naturally expressed.
Q: How do I collect data on a scorecard?
A: Click New Entry in the scorecard view to open the entry form. Fill in each field and click Submit Entry. Each submission appears as a new row in the scorecard table.
Q: Can I require certain fields to be filled in?
A: Yes. Check This is a required field when adding or editing a field in Manage Scorecard. Required fields must be completed before an entry can be submitted.
Q: Can I export scorecard data?
A: Yes. Click Export in the top right of the scorecard to download the full entry history.
Q: Can I have multiple scorecards on the same page?
A: Yes. A page can contain multiple elements including multiple scorecards. You can also combine scorecards with rich text, checklists, and other elements on the same page.
Q: Can I reorder the fields on a scorecard?
A: Yes. Open Manage Scorecard and drag fields using the drag handle on the left to reorder them. Click Save Changes when done.
ā ļø Common Mistakes to Avoid
ā Don't | ā Do |
Use vague field names like "Performance" or "Status" | Write specific field names that clearly identify what's being measured: "Estimates Delivered On Time" |
Track too many fields on a single scorecard | Focus on the 3 to 5 metrics that most directly indicate performance |
Submit entries sporadically | Establish a consistent cadence and stick to it -- consistency is what makes the data meaningful |
Skip the Subtext field | Use Subtext to remove ambiguity from complex questions so everyone interprets them the same way |
Store scorecards where the relevant team can't find them | Place each scorecard in the department where the team it serves will encounter it |
Collect data and never review it | Use scorecard entries as the foundation for regular team conversations |