Scorecard Templates

In the Tools menu, there are two options for scorecard templates. These are valuable for not only seeing how successful scorecards are set up, but you also may find templates here you can use for your own organization.


Choose Tools / Templates to see a list of quick-starter templates. These are scorecards that have been used by other organizations who helpfully sent their scorecards to Clear Impact for use by others. You can use a search term to narrow the list.



Click the View Example button to the right of a scorecard, to see its results, programs, and measures. 


To use a template, check its selection box, then click Installed Checked on my Instance. Once installed, you can customize the scorecard as needed.


Choose Tools / Equity Atlas Template to see data sets from the National Equity Atlas - America’s most detailed report card on racial and economic equity. This database includes scorecards and their program data from over 300 geographical areas. 


As with user templates, this list is searchable, and you can select and install any scorecards from the list.