What it is
The Power Circuit assessment grades a client's business across the six pillars of the framework — Business, Audience, Product, Messaging, Channel, and Measurement — using the client's connected data plus a handful of inputs you provide. The result is a scorecard, an executive summary, and a solutions roadmap. Once approved, the assessment also steers the client's day-to-day recommendations in Workflow, so the daily signal work ladders up to the strategic plan.
Where to find it
Open the Workflow product in the top navigation.
In the left rail, open the Settings group and choose Plan.
Pick the client in the top-bar client picker — the plan is per-client.
The Plan page opens with Goals on track — each goal you've set for the client compared against the last 30 days of live data, with an on-track or behind chip — followed by the Power Circuit section.
Running an assessment
Expand Scoring inputs and fill in what the platform can't pull on its own: cost lines like COGS and OpEx, customer lifetime revenue, market size, incrementality results, and revenue from channels outside the connected data (Amazon, brick & mortar, marketplaces). Save them — Run assessment stays disabled until you do, and the button says what it's waiting on.
Click Run assessment. Progress shows right on the page.
The finished draft lands in Workflow review. Read the full scorecard on the Plan page, then approve or reject it from its Workflow card.
Approving publishes the assessment to the Plan page and switches on roadmap context for the client's recommendations.
Tip: The more scoring inputs you fill in, the more criteria get scored — the scorecard tells you how many were covered and which inputs are missing.
How to read the scorecard
The published assessment has three tabs:
Scorecard — a chip for each of the six pillars showing its pass rate (green is strong, amber is mixed, red needs attention), a growth profile of revenue against benchmarks for the client's size tier, a Financial Profile (trailing-twelve-month revenue, returns and discounts, cost lines, margins), and expandable pillar sections listing each criterion as Pass / Warn / Fail / N/A. Scored criteria carry a written insight ending in a concrete recommendation; N/A criteria say why they couldn't be scored and which input would fix it.
Roadmap — the solutions roadmap: prioritized rows of recommended work, grouped into tiers, with a synopsis of the overall play.
Summary — the executive narrative, written to be shared and discussed.
Adjusting and exporting an assessment
Fix a value with an override. If a scored figure is wrong, use the pencil on that criterion's row to correct it — a reason is required, and the assessment re-scores with your value. The overrides ledger lists everything manually overridden and why, so the audit trail travels with the assessment.
Re-score without a full run. Changed the scoring inputs? Choose Save & re-score — the scorecard recalculates from the existing analysis with your new numbers, much faster than a fresh assessment.
Download it. The download button on the scorecard exports the full assessment detail — every criterion with its value, benchmark, status, and grading notes — for QA or offline work.
Note: B2B clients get a qualitative variant of the assessment suited to their business model, and Consumer Services clients get their own variant as well — so don't be surprised if those scorecards read differently from a DTC one.
Re-run the assessment when the inputs change materially — a new fiscal year, a big channel shift, or fresh incrementality results. Each approved version replaces the last as the client's current plan.