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How to Edit Scoreboards, Create Custom KPIs & Configure Goal Pacing in nova

Written by Schae Lilley
Updated over 2 months ago

Scoreboards are now fully in your hands—giving you the flexibility to edit, customize, and manage KPIs directly within the nova Client Portal. Follow the steps below to update your Scoreboards, build custom KPIs, and set or adjust Goal Pacing.


Editing Your Scoreboard KPIs

  1. Log in to nova.

  2. From the left-hand menu, click Scoreboards and select the Scoreboard you want to update.

  3. In the top right corner, click the gear icon to open the Scoreboard settings.

  4. Use the toggles to turn KPIs on or off as needed.

  5. Click Apply to save your changes.


Creating Custom KPIs

  1. Log in to nova.

  2. Navigate to Scoreboards and select the Scoreboard where you want to add a KPI.

  3. Click + Create KPI.

  4. Fill out the KPI creation form:

    • Name: Provide a clear, descriptive name for your new KPI.

    • Formula: Build your formula using metrics and functions available in the dropdown menu.

    • Tab Selection: Choose which Scoreboard tab the KPI should appear in.

    • Format: Ensure the display format (number, percent, currency, etc.) is set correctly.

  5. Click Save to create your new KPI.


Configuring Goal Pacing

Goal Pacing allows you to set and track performance goals on a monthly or long-term basis.

Create a New Goal

  1. Open your Scoreboard and navigate to the Goal Pacing module.

  2. Click + New Monthly Goal or + New Long Term Goal.

  3. Select the Metric you want to track.

  4. Enter your goal value.

  5. Click Save.

Edit an Existing Goal

  1. In the Goal Pacing module, click Edit next to the goal you'd like to update.

  2. Select Edit Goal.

  3. Update the metric or goal value as needed.

  4. Click Save to apply the changes.

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