How to Build a Scorecard in Power BI

What Is a Scorecard in Power BI?

A Scorecard is a visual performance monitoring tool that allows you to track key metrics (goals) against predefined targets. Power BI’s Metrics (formerly Goals) feature helps you:

• Set measurable goals
• Assign owners
• Update progress manually or via data connections
• Share scorecards with stakeholders

Why Use Scorecards?

Here’s why Scorecards are powerful for any team:

Step-by-Step: How to Build a Scorecard in Power BI

Step 1: Navigate to Power BI Service

Go to Power BI Service and choose the workspace where you want to create your Scorecard (Premium or Pro workspaces only).

Step 2: Create a New Scorecard

1. Click on “New > Scorecard”.
2. Provide a name, description, and select the workspace.
3. Click Create.

 You’ll now land on a blank Scorecard canvas.

Step 3: Add Metrics to the Scorecard

1. Click “New metric”.
2. Provide:
   1. Name of the metric (e.g., Monthly Sales, Active Users)
   1. Current Value (manual input or connected to a dataset)
   1. Target Value (set your KPI goal)
   1. Date (optional for time-based tracking)
   1. Owner (assign a responsible person)

You can connect it to an existing Power BI dataset or manually input values.

Step 4: Link Metrics to Data (Optional but Recommended)

To automate tracking:

1. Choose Connect to data.
2. Select your Power BI report or dataset.
3. Pick a measure (e.g., Total Sales) as Current Value.
4. Pick another (e.g., Target Sales) as the Target.
5. Confirm and Save.

This ensures your Scorecard updates automatically with data refreshes.

Step 5: Customize the Scorecard

• Add status: On Track, Behind, At Risk, etc.
• Add notes or check-ins: Provide context to metric changes.
• Schedule regular updates and set reminders.

You can also create hierarchies — group related goals under broader objectives.

Step 6: Share & Collaborate

Once your Scorecard is built:

• Share with your team using Power BI sharing.
• Embed the Scorecard in a Power BI dashboard, Teams tab, or even PowerPoint.
• Collaborators can leave check-ins or update progress manually.

To conclude, Power BI Scorecards turn your data into action. They help track goals in real time, assign ownership, and keep teams focused on what matters most.

Whether you’re managing a sales team, a project, or company-wide objectives — Power BI Scorecards are a game-changer for performance tracking.

Want to bring visibility and accountability to your team goals? Head to Power BI Service and start building your first Scorecard today! Need help connecting metrics to your datasets? Reach out, and we’ll guide you step by step.

We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.