The Scoreboard

The Scoreboard is Rithm’s performance dashboard. While the Home screen helps you plan your day, the Scoreboard helps you see how your sales activity is tracking over time.

Think of it as your personal (and, if you’re a manager, your team’s) scorecard. It answers questions like:

• How many of my clients have I reached this quarter?
• Am I meeting clients as often as I planned?
• How many workdays do I have left in the month or quarter?
• How is my client list distributed by importance?
• Where do my opportunities sit in the sales pipeline?
• How does my activity trend week by week?

The Scoreboard pulls together charts, percentages, and counts into one place so you can spot what’s going well and what needs attention—without digging through every client record or calendar day one by one.

Important ideas behind the numbers:

• Reach is about whether clients are being contacted at least once in the period.
• Cadence (sometimes shown as visit rate or frequency, depending on your company’s settings) is about whether you’re meeting clients as often as intended.
• Many Scoreboard metrics look at a 90-day window or the current quarter, so you’re seeing recent performance—not just today.
• Numbers improve when you keep your schedule current and mark meetings completed after you finish them. The Scoreboard can only measure what Rithm knows you did.

If you’re brand new and haven’t added clients yet, the Scoreboard may show a “Let’s get started!” message with guidance to add clients first. Once clients and schedules are in place, the widgets fill in with real data.

Note about the iOS app: The Scoreboard is available in the web version of Rithm. The iOS app does not have a Scoreboard screen. To use the Scoreboard, sign in on the web.

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Where to find it in the UI (Web only)

1. Sign in to Rithm on the web.
2. Look at the main navigation bar near the top of the screen (the row of menu items under the logo).
3. Select Scoreboard.
   It sits with other main areas such as Home, Schedule, Clients (or Accounts), Auto-Scheduler, Target List, Pipeline, and Weekly Planner. The Scoreboard menu uses a trophy-style icon.
4. The page title will look like Scoreboard for [Your Name].

If you don’t see Scoreboard in the menu, your account may not include permission for it. In that case, ask your administrator or manager.

Managers and team views

If you manage other people, you may also see a Territory selection area near the top of the Scoreboard. Use the Show: dropdown to switch between your own data and data for people or teams who report to you. After you choose a selection, the Scoreboard reloads so the widgets reflect that view.

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How to use it

The Scoreboard is made of widgets—self-contained panels that each focus on one kind of insight. Widgets are arranged in two columns. Which widgets you see depends on:

• Your role and permissions
• Your company’s settings
• Whether you’ve customized your dashboard
• Whether you have clients and schedule activity yet

Below is a guide to the widgets you are most likely to see, and how to use each one.

Reading a widget

• Each widget has a colored header with a title (for example, Work days remaining or Client Cadence).
• Many numbers are clickable. Click a large number or percentage to open a short explanation of what it means.
• Charts often show more detail when you hover over a section (on desktop).
• Some widgets include action buttons in the header, such as Analyze.

Work days remaining

This widget helps you see how much selling time is left.

You typically see:

• in Month — workdays remaining in the current month
• in Quarter — workdays remaining in the current quarter (quarters start in January, April, July, and October)
• in Year — workdays remaining in the year (if your company enables this)
• The current date and time (in your timezone)

Workdays are based on the days you’re set up to work in Rithm (for example, Monday–Friday). Use this widget when you’re planning how much outreach you can still fit into the period.

Tip: Click a number to read a brief explanation of how it was calculated.

Client Cadence (or Client visit rate)

This is one of the most important Scoreboard widgets for day-to-day sales discipline.

Depending on your company’s settings, the title may appear as Client Cadence or Client visit rate. The idea is the same: are you reaching clients, and are you meeting them often enough?

You typically see three pieces of information:

1. Reached …% this Quarter
   A donut chart showing what percentage of your clients have been contacted at least once this quarter.
2. Clients have Rithm recommended schedules
   Shown as something like “15 of 20.” That means Rithm has placed recommended meetings for that many of your clients over the next stretch of the schedule (about 90 days). Click the number for a fuller explanation, including the range of visits per client.
3. …% met Cadence (or …% met call frequency)
   A second donut chart showing what percentage of clients are meeting their planned meeting rate this quarter. Segments can break out results by cadence/frequency group (for example, clients you intend to see more often vs. less often).

How to use it as a salesperson:

• If Reached is low, focus on covering more of your book—especially people you haven’t seen yet this quarter.
• If Reached is healthy but Cadence / frequency is low, you may be touching clients once but not returning as often as planned.
• If few clients have Rithm recommended schedules, run the Auto-Scheduler so Rithm can propose a plan. Many Scoreboard insights become much more useful after you auto-schedule.

Sales pipeline

If your company uses pipeline stages in Rithm, this widget shows a funnel chart of how many clients sit in each sales stage.

How to use it:

• Glance at the shape of the funnel. A healthy pipeline usually has more early-stage opportunities and fewer late-stage ones, though every business differs.
• Use it to spot bottlenecks (for example, lots of clients stuck in one stage).
• If many clients still have an unset/default stage, the widget may offer a quick way to move them to a chosen stage using a dropdown and an Apply button.

If you don’t see this widget, your role may not include pipeline Scoreboard permissions, or it may have been turned off in dashboard configuration.

Territory selection (managers)

Managers with team access see a Territory selection widget labeled with a Show: control.

How to use it:

1. Open the dropdown.
2. Choose Only my personal data, or choose another person/team in your hierarchy.
3. Wait for the page to reload.
4. Review the Scoreboard widgets for that selection.

This is the fastest way to review an individual salesperson’s Scoreboard metrics without leaving the page.

Team Performance (managers)

If you manage people, Team Performance shows a table of key metrics for each team member over about 90 days:

• User — the person’s name (click the name to filter the Scoreboard to that person)
• Clients Reached — percentage of their clients contacted at least once this quarter
• Clients Scheduled — how many of their clients have recommended schedules vs. total clients (for example, 18/22)
• Meeting Cadence or Meeting Frequency — percentage meeting the planned visit rate

How to use it:

• Scan for people with low reach or low cadence/frequency and coach from there.
• Click a name to drill into that person’s Scoreboard view.
• Use it alongside Territory selection when you want a deeper look at one person’s charts.

A short note under the table reminds you that these figures cover a 90-day performance window.

Client distribution

This chart shows how your clients are spread across importance ratings from 10 (High) down to 1 (Low).

You’ll typically see:

• Clients on file — how many clients you have at each importance level
• Completed visits — how completed activity is distributed across importance
• Scheduled visits — may also appear, depending on your permissions

How to use it:

• Check whether your completed work matches where value lives. If most completed visits are with low-importance clients while high-importance clients are thin, adjust your focus.
• Use it after Auto-Scheduling to confirm Rithm’s plan is weighted toward the right clients.
• Pair it with the Status widget and the Analyze tools when “Clients Scheduled” is below 100%.

Pipeline distribution

This companion to the Sales pipeline funnel shows a column chart of clients by sales stage, along with completed (and sometimes scheduled) visit activity by stage.

How to use it:

• Compare how many clients are in each stage with how much completed activity is happening there.
• Spot stages that are over- or under-worked relative to the size of the opportunity set.

Status

The Status widget focuses on reach and how thoroughly Rithm can schedule your book, split by importance:

• Importance 10–6 (higher-priority clients)
• Importance 5–1 (lower-priority clients)

For each group you’ll typically see:

• Actual Clients reached — of the clients Rithm scheduled in a ~90-day period, what percent did you mark completed?
• Clients Scheduled — of all clients in that importance group, what percent could Rithm fit into the schedule?

How to use it:

• Aim for strong reach on your higher-importance group first.
• If Clients Scheduled is under 100%, Rithm couldn’t fit everyone into your available time. Common reasons include too many clients, visit frequency that’s too high, long travel distances, limited client availability, or importance settings that push some clients down the priority list.
• Click Analyze in the widget header to open Client analysis, which explains in more detail what Rithm considered when building schedules (scheduled vs. completed visits, importance mix, appointment-only clients, virtual-only clients, meeting time needed, distance, frequency, and availability).

If you haven’t auto-scheduled yet, Status may simply invite you to use the Auto-Scheduler first.

Trends

The Trends widget charts activity over weeks:

• Completed — meetings/visits marked completed over time
• Scheduled — may also appear as a second line, depending on permissions

How to use it:

• Look for a steady completed line rather than long quiet gaps.
• After you Auto-Schedule, Trends becomes more useful because scheduled and completed activity can be compared over the same period.
• If the widget is empty, it will usually prompt you to run Auto-Schedule so there’s a caseload trend to summarize.

Custom widgets

Some companies add custom widgets to the Scoreboard (or Home) to show information from other systems. If you see an extra panel that isn’t listed above, it was likely added by your administrator for your organization.

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Making the Scoreboard more useful day to day

1. Keep the basics current

The Scoreboard reflects what’s in Rithm. For best results:

• Keep your client list up to date.
• Set realistic importance and visit cadence/frequency on clients.
• Use the Auto-Scheduler so Rithm can recommend who to see.
• After meetings, mark them completed on your schedule.

Without completed meetings, reach and cadence/frequency will look lower than your real effort.

2. Start with the Cadence / visit-rate widget

For most salespeople, this is the best daily or weekly check-in:

1. Open Scoreboard.
2. Check Reached …% this Quarter.
3. Check …% met Cadence (or frequency).
4. If either number is soft, open Schedule or Clients, then prioritize the people you haven’t reached or aren’t seeing often enough.
5. Revisit Scoreboard after a week of focused activity to confirm improvement.

3. Use Status + Analyze when the schedule can’t fit everyone

If Clients Scheduled is below 100%:

1. Click Analyze on the Status widget.
2. Review the summary of how many high- vs. low-importance clients you have and how many were scheduled.
3. Consider practical fixes:

• Reduce the total number of active clients
• Lower visit frequency for some accounts
• Shorten meeting lengths where appropriate
• Adjust importance so true priorities rise
• Review travel distance and availability windows

4. Switch territory views if you’re a manager

1. Use Territory selection → Show: to pick a person or team.
2. Review Cadence/visit rate, Status, Trends, and Team Performance.
3. Click a name in Team Performance when you want to focus the whole Scoreboard on one person.

5. Customize which widgets you see

You can rearrange and turn widgets on or off for your Scoreboard.

1. On the Scoreboard, click the small list/icon control in a widget header (the icon next to the widget title).
   That opens Scoreboard Dashboard Configuration (also described as widget selection).
2. On the configuration page:

• Check a widget to enable it.
• Uncheck a widget to hide it.
• Drag rows to change the order (top to bottom becomes the order on the dashboard).

1. Changes save as you adjust them.
2. Use Return to defaults if you want to restore the standard Scoreboard layout.

Column markers in the list are fixed structural items and aren’t meant to be turned off the same way content widgets are.

Administrators may also set company-wide Scoreboard defaults so new users start with a consistent layout.

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A simple weekly Scoreboard routine

If you’re new to Rithm, try this rhythm:

Monday (5 minutes)
Open Scoreboard. Note Reach %, Cadence/frequency %, and workdays remaining. Decide which clients you’re behind on.

During the week
Work your schedule, complete meetings in Rithm, and keep client importance/frequency realistic.

Friday (5–10 minutes)
Check Trends and Status. If Clients Scheduled is under 100%, open Analyze and tighten the book. If you’re a manager, scan Team Performance and drill into anyone who needs coaching.

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Quick troubleshooting

I don’t see Scoreboard in the menu.
You may not have Scoreboard permission, or you may be using the iOS app (which doesn’t include Scoreboard). Use the web app, or ask your administrator.

Widgets look empty or only show getting-started text.
Add clients, then run Auto-Scheduler. Come back after you have scheduled and completed activity.

My percentages seem too low.
Confirm meetings are marked completed. Reach and cadence are based on completed activity Rithm can see.

I see different widget names than a coworker.
Companies can enable Cadence vs. Frequency wording, pipeline widgets, year remaining, manager filters, and custom widgets differently. Dashboard configuration can also differ by user.

I changed widgets and want the original layout back.
Open Scoreboard Dashboard Configuration and choose Return to defaults.

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The Scoreboard doesn’t replace your Schedule or client list—it summarizes them. Used regularly, it helps you protect reach, protect cadence, and spend your remaining workdays on the clients who matter most.