Card Scoring Panel Screen Basics

Shows both the Scoring Chart and the Scoring Table.

A list of the system metric templates and any custom metric templates that are available to use for card scoring. This list is located next to , to select the metric template to use for card scoring. Click this list to select the template you want to use.

Saves all unapplied scores (indicated when  is in the Score column) to the cards on the board. Also updates the score indicators on the board.

The action menu for the Card Scoring panel, located next to the Apply button. Includes the following options:

• Remove all cards: Removes all cards and scores from the Card Scoring panel.
• Clear all scores: Deletes all scores from all cards on the Card Scoring panel.

Shows a chart that plots each card into one of three sections based on their total scores and average confidence levels, providing a visual snapshot that groups the cards into the following areas that recommend actions for each card:

• Lean into: Cards in this section should be prioritized because they have both high scores and high confidence levels in those scores, indicating that these cards are the most important. The cards closest to the top right corner would offer the highest potential return.
• Continue to research: Cards in this section have low average confidence levels. Even if a card's total score is high, a low confidence level indicates that more research and refinement is needed before the card should be prioritized.
• Steer clear of: Cards in this section have low scores plus high confidence levels in those low scores. Cards in this section should be put on hold or avoided entirely.

For more information, see Evaluating Scores on the Results Tab.

The action menu for the Scoring Chart. Includes the following options:

• Show Card Titles: When this option enabled, cards appear on the chart as buttons with each card's title. When this option not selected, cards appear as dots on the chart; you can hover over a dot to see the card title.
• Show Card Preview: When option is enabled, when you hover over a card's dot or button on the chart, an image of a card as it appears on the board is shown in the bottom left corner of the chart.

A metric's score for that card. One column appears for each metric in the selected metric template, using the metric's initial for the column header. The bar below the score illustrates the score's confidence level.

A card's total score either based on a weighted sum of all of the card's metrics or an overridden value entered manually. 

A solid bar below the score illustrates the average confidence level of all the card's scores. A striped bar below the score indicates that the total score was manually overridden, and you cannot apply individual metric numbers unless you click  > Clear scores for that card first.

Hover over the icon to see how much each card metric counts toward to the total card score 

The action menu for a card. Includes the following options:

• Apply score to card: Saves or updates the card's score on the board. If the option is not selectable, the card's score on the board is up-to-date.
• Clear scores: Clears all scores for the card in the Card Scoring panel only. To clear scores from the card itself, you must right-click the card on the board and select Clear Score there. 
• Open Card: Opens the card on the board.
• Remove card from scoring: Removes the card from the Card Scoring panel. All applied scores remain saved on the card; if you select the card for scoring again, the previously applied scores will reappear in the Card Scoring panel.