PbL ScoreCard Software Overview

©2008 Competitive Solutions, Inc. All Rights Reserved.

Drive Focus, Urgency and

Accountability withPBL ScoreCard®

Competitive Solutions, Inc. | 1140 Powers Place | Alpharetta, GA 30009

Toll Free: 800.246.8694 | Phone: 770.667.9071 | Fax: 770.667.9020


• Powerful web-based management tool

• Effective at all organizational levels

• Unique tool for tracking:– Meetings– Corrective actions– Overall performance

• Powerful web-based management tool

• Effective at all organizational levels

• Unique tool for tracking:– Meetings– Corrective actions– Overall performance

PBL ScoreCard® Software


The Strategic View provides a quick look at overall performance.



You can keep an eye on trends.




Click on a team and…



…go directly to their scorecard

Choose the number of time periods to display.

YTD display can be turned on or off.



Select from various customizabletime frames.



Keep a history ofpast performance



Click on any red metric and go directly to…



… the corrective actionassociated with that metric.

You can e-mail the action owner or add an alarm to the calendar.



You can e-mail the action owner or add an alarm to the calendar.

Review comments about the actionEdit or modify the action

Review the action’s history



You can review all the actions for your team as well…



Actions in RED are past due.



Actions in YELLOW are due within a week.



Actions can be sorted by any column header.



The Analysis Tab has a variety of reporting tools…



…choose from line graphs, bar graphs, pie charts, and comparison reports



The Overview Tab displays the scores associated with each division, department, or team.


The Overview Tab displays the scores associated with each division, department, or team.

Scores are broken down into Key Business Focus Areas. Users can also drill down to view individual metric scores.



Review your team action register and follow up on corrective actions.

PBL ScoreCard® SoftwareIntegrated meeting agenda structure!


Review the team scorecard and create new corrective actions based on performance against key metrics.

PBL ScoreCard® SoftwareIntegrated meeting agenda structure!


Go “around the table” to foster discussion and bring up questions or issues the team members may have.


Gregg – we need to have aspecial meeting to covernext week’s client visit.

Tina – sales team wouldLike to present some newIdeas to our team.

Integrated meeting agenda structure!


Publicly recognize team members for a job well done.


Jeff and Lisa – Greatjob last week with the“Blue Potato” Project!




Provide connectivity between your team and the entire organization with the pass up/pass down feature on the agenda.




Review your team actions again to reinforce what is to be done and to eliminate the excuse of ignorance.



Continually improve your meetings with an open meeting audit.


Meeting took too long,Need to shorten thenext one.



The Pass up/Pass down feature provides a mechanism for better communication throughout the organization.



PBL ScoreCard® SoftwareNEW! Web Services tools provide an easy way

to automatically import data from other systems.


Red flags, green flags, and actual scores provide a quick review of each objective and the history of changes.



Red flags, green flags, and actual scores provide a quick review of each objective and the history of changes.

Powerful graphs display goals and red flags as they change over time to tell a more complete story of activity.



Available in flexible 3 or 4 color scoring with flexible ranges.


PbL ScoreCard Software Overview

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