{"id":272,"date":"2026-08-08T22:13:21","date_gmt":"2026-08-08T22:13:21","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&#038;p=272"},"modified":"2026-08-08T22:13:37","modified_gmt":"2026-08-08T22:13:37","slug":"the-scoreboard","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/the-scoreboard\/","title":{"rendered":"The Scoreboard"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Scoreboard is Rithm\u2019s performance dashboard. While the Home screen helps you plan your day, the Scoreboard helps you see how your sales activity is tracking over time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as your personal (and, if you\u2019re a manager, your team\u2019s) scorecard. It answers questions like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How many of my clients have I reached this quarter?<\/li>\n\n\n\n<li>Am I meeting clients as often as I planned?<\/li>\n\n\n\n<li>How many workdays do I have left in the month or quarter?<\/li>\n\n\n\n<li>How is my client list distributed by importance?<\/li>\n\n\n\n<li>Where do my opportunities sit in the sales pipeline?<\/li>\n\n\n\n<li>How does my activity trend week by week?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The Scoreboard pulls together charts, percentages, and counts into one place so you can spot what\u2019s going well and what needs attention\u2014without digging through every client record or calendar day one by one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Important ideas behind the numbers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reach<\/strong> is about whether clients are being contacted at least once in the period.<\/li>\n\n\n\n<li><strong>Cadence<\/strong> (sometimes shown as <strong>visit rate<\/strong> or <strong>frequency<\/strong>, depending on your company\u2019s settings) is about whether you\u2019re meeting clients as often as intended.<\/li>\n\n\n\n<li>Many Scoreboard metrics look at a <strong>90-day window<\/strong> or the <strong>current quarter<\/strong>, so you\u2019re seeing recent performance\u2014not just today.<\/li>\n\n\n\n<li>Numbers improve when you keep your schedule current and <strong>mark meetings completed<\/strong> after you finish them. The Scoreboard can only measure what Rithm knows you did.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re brand new and haven\u2019t added clients yet, the Scoreboard may show a \u201cLet\u2019s get started!\u201d message with guidance to add clients first. Once clients and schedules are in place, the widgets fill in with real data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note about the iOS app:<\/strong> The Scoreboard is available in the <strong>web<\/strong> version of Rithm. The iOS app does <strong>not<\/strong> have a Scoreboard screen. To use the Scoreboard, sign in on the web.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Where to find it in the UI (Web only)<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sign in to Rithm on the <strong>web<\/strong>.<\/li>\n\n\n\n<li>Look at the main navigation bar near the top of the screen (the row of menu items under the logo).<\/li>\n\n\n\n<li>Select <strong>Scoreboard<\/strong>.<br>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.<\/li>\n\n\n\n<li>The page title will look like <strong>Scoreboard for [Your Name]<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">If you don\u2019t see Scoreboard in the menu, your account may not include permission for it. In that case, ask your administrator or manager.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Managers and team views<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you manage other people, you may also see a <strong>Territory selection<\/strong> area near the top of the Scoreboard. Use the <strong>Show:<\/strong> 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.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to use it<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Scoreboard is made of <strong>widgets<\/strong>\u2014self-contained panels that each focus on one kind of insight. Widgets are arranged in two columns. Which widgets you see depends on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your role and permissions<\/li>\n\n\n\n<li>Your company\u2019s settings<\/li>\n\n\n\n<li>Whether you\u2019ve customized your dashboard<\/li>\n\n\n\n<li>Whether you have clients and schedule activity yet<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Below is a guide to the widgets you are most likely to see, and how to use each one.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Reading a widget<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Each widget has a colored header with a title (for example, <strong>Work days remaining<\/strong> or <strong>Client Cadence<\/strong>).<\/li>\n\n\n\n<li>Many numbers are clickable. Click a large number or percentage to open a short explanation of what it means.<\/li>\n\n\n\n<li>Charts often show more detail when you hover over a section (on desktop).<\/li>\n\n\n\n<li>Some widgets include action buttons in the header, such as <strong>Analyze<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Work days remaining<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This widget helps you see how much selling time is left.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You typically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>in Month<\/strong> \u2014 workdays remaining in the current month<\/li>\n\n\n\n<li><strong>in Quarter<\/strong> \u2014 workdays remaining in the current quarter (quarters start in January, April, July, and October)<\/li>\n\n\n\n<li><strong>in Year<\/strong> \u2014 workdays remaining in the year (if your company enables this)<\/li>\n\n\n\n<li>The current <strong>date and time<\/strong> (in your timezone)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Workdays are based on the days you\u2019re set up to work in Rithm (for example, Monday\u2013Friday). Use this widget when you\u2019re planning how much outreach you can still fit into the period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tip: Click a number to read a brief explanation of how it was calculated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Client Cadence (or Client visit rate)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is one of the most important Scoreboard widgets for day-to-day sales discipline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on your company\u2019s settings, the title may appear as <strong>Client Cadence<\/strong> or <strong>Client visit rate<\/strong>. The idea is the same: are you reaching clients, and are you meeting them often enough?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You typically see three pieces of information:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Reached \u2026% this Quarter<\/strong><br>A donut chart showing what percentage of your clients have been contacted at least once this quarter.<\/li>\n\n\n\n<li><strong>Clients have Rithm recommended schedules<\/strong><br>Shown as something like \u201c15 of 20.\u201d 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.<\/li>\n\n\n\n<li><strong>\u2026% met Cadence<\/strong> (or <strong>\u2026% met call frequency<\/strong>)<br>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).<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it as a salesperson:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If <strong>Reached<\/strong> is low, focus on covering more of your book\u2014especially people you haven\u2019t seen yet this quarter.<\/li>\n\n\n\n<li>If <strong>Reached<\/strong> is healthy but <strong>Cadence \/ frequency<\/strong> is low, you may be touching clients once but not returning as often as planned.<\/li>\n\n\n\n<li>If few clients have Rithm recommended schedules, run the <strong>Auto-Scheduler<\/strong> so Rithm can propose a plan. Many Scoreboard insights become much more useful after you auto-schedule.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Sales pipeline<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If your company uses pipeline stages in Rithm, this widget shows a <strong>funnel chart<\/strong> of how many clients sit in each sales stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n\n\n\n<li>Use it to spot bottlenecks (for example, lots of clients stuck in one stage).<\/li>\n\n\n\n<li>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 <strong>Apply<\/strong> button.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you don\u2019t see this widget, your role may not include pipeline Scoreboard permissions, or it may have been turned off in dashboard configuration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Territory selection (managers)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Managers with team access see a <strong>Territory selection<\/strong> widget labeled with a <strong>Show:<\/strong> control.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the dropdown.<\/li>\n\n\n\n<li>Choose <strong>Only my personal data<\/strong>, or choose another person\/team in your hierarchy.<\/li>\n\n\n\n<li>Wait for the page to reload.<\/li>\n\n\n\n<li>Review the Scoreboard widgets for that selection.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">This is the fastest way to review an individual salesperson\u2019s Scoreboard metrics without leaving the page.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Team Performance (managers)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you manage people, <strong>Team Performance<\/strong> shows a table of key metrics for each team member over about <strong>90 days<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>User<\/strong> \u2014 the person\u2019s name (click the name to filter the Scoreboard to that person)<\/li>\n\n\n\n<li><strong>Clients Reached<\/strong> \u2014 percentage of their clients contacted at least once this quarter<\/li>\n\n\n\n<li><strong>Clients Scheduled<\/strong> \u2014 how many of their clients have recommended schedules vs. total clients (for example, 18\/22)<\/li>\n\n\n\n<li><strong>Meeting Cadence<\/strong> or <strong>Meeting Frequency<\/strong> \u2014 percentage meeting the planned visit rate<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scan for people with low reach or low cadence\/frequency and coach from there.<\/li>\n\n\n\n<li>Click a name to drill into that person\u2019s Scoreboard view.<\/li>\n\n\n\n<li>Use it alongside Territory selection when you want a deeper look at one person\u2019s charts.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A short note under the table reminds you that these figures cover a 90-day performance window.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Client distribution<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This chart shows how your clients are spread across <strong>importance<\/strong> ratings from <strong>10 (High)<\/strong> down to <strong>1 (Low)<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll typically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clients on file<\/strong> \u2014 how many clients you have at each importance level<\/li>\n\n\n\n<li><strong>Completed visits<\/strong> \u2014 how completed activity is distributed across importance<\/li>\n\n\n\n<li><strong>Scheduled visits<\/strong> \u2014 may also appear, depending on your permissions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n\n\n\n<li>Use it after Auto-Scheduling to confirm Rithm\u2019s plan is weighted toward the right clients.<\/li>\n\n\n\n<li>Pair it with the <strong>Status<\/strong> widget and the <strong>Analyze<\/strong> tools when \u201cClients Scheduled\u201d is below 100%.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Pipeline distribution<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This companion to the Sales pipeline funnel shows a <strong>column chart<\/strong> of clients by sales stage, along with completed (and sometimes scheduled) visit activity by stage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Compare how many clients are in each stage with how much completed activity is happening there.<\/li>\n\n\n\n<li>Spot stages that are over- or under-worked relative to the size of the opportunity set.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Status<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Status<\/strong> widget focuses on <strong>reach<\/strong> and how thoroughly Rithm can schedule your book, split by importance:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Importance 10\u20136<\/strong> (higher-priority clients)<\/li>\n\n\n\n<li><strong>Importance 5\u20131<\/strong> (lower-priority clients)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For each group you\u2019ll typically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Actual Clients reached<\/strong> \u2014 of the clients Rithm scheduled in a ~90-day period, what percent did you mark completed?<\/li>\n\n\n\n<li><strong>Clients Scheduled<\/strong> \u2014 of all clients in that importance group, what percent could Rithm fit into the schedule?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Aim for strong reach on your higher-importance group first.<\/li>\n\n\n\n<li>If <strong>Clients Scheduled<\/strong> is under 100%, Rithm couldn\u2019t fit everyone into your available time. Common reasons include too many clients, visit frequency that\u2019s too high, long travel distances, limited client availability, or importance settings that push some clients down the priority list.<\/li>\n\n\n\n<li>Click <strong>Analyze<\/strong> in the widget header to open <strong>Client analysis<\/strong>, 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).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you haven\u2019t auto-scheduled yet, Status may simply invite you to use the <strong>Auto-Scheduler<\/strong> first.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Trends<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>Trends<\/strong> widget charts activity over weeks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Completed<\/strong> \u2014 meetings\/visits marked completed over time<\/li>\n\n\n\n<li><strong>Scheduled<\/strong> \u2014 may also appear as a second line, depending on permissions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Look for a steady completed line rather than long quiet gaps.<\/li>\n\n\n\n<li>After you Auto-Schedule, Trends becomes more useful because scheduled and completed activity can be compared over the same period.<\/li>\n\n\n\n<li>If the widget is empty, it will usually prompt you to run Auto-Schedule so there\u2019s a caseload trend to summarize.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Custom widgets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some companies add <strong>custom widgets<\/strong> to the Scoreboard (or Home) to show information from other systems. If you see an extra panel that isn\u2019t listed above, it was likely added by your administrator for your organization.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Making the Scoreboard more useful day to day<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Keep the basics current<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Scoreboard reflects what\u2019s in Rithm. For best results:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep your <strong>client list<\/strong> up to date.<\/li>\n\n\n\n<li>Set realistic <strong>importance<\/strong> and visit <strong>cadence\/frequency<\/strong> on clients.<\/li>\n\n\n\n<li>Use the <strong>Auto-Scheduler<\/strong> so Rithm can recommend who to see.<\/li>\n\n\n\n<li>After meetings, <strong>mark them completed<\/strong> on your schedule.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Without completed meetings, reach and cadence\/frequency will look lower than your real effort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Start with the Cadence \/ visit-rate widget<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For most salespeople, this is the best daily or weekly check-in:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Scoreboard<\/strong>.<\/li>\n\n\n\n<li>Check <strong>Reached \u2026% this Quarter<\/strong>.<\/li>\n\n\n\n<li>Check <strong>\u2026% met Cadence<\/strong> (or frequency).<\/li>\n\n\n\n<li>If either number is soft, open <strong>Schedule<\/strong> or <strong>Clients<\/strong>, then prioritize the people you haven\u2019t reached or aren\u2019t seeing often enough.<\/li>\n\n\n\n<li>Revisit Scoreboard after a week of focused activity to confirm improvement.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">3. Use Status + Analyze when the schedule can\u2019t fit everyone<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If <strong>Clients Scheduled<\/strong> is below 100%:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Analyze<\/strong> on the Status widget.<\/li>\n\n\n\n<li>Review the summary of how many high- vs. low-importance clients you have and how many were scheduled.<\/li>\n\n\n\n<li>Consider practical fixes:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reduce the total number of active clients<\/li>\n\n\n\n<li>Lower visit frequency for some accounts<\/li>\n\n\n\n<li>Shorten meeting lengths where appropriate<\/li>\n\n\n\n<li>Adjust importance so true priorities rise<\/li>\n\n\n\n<li>Review travel distance and availability windows<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. Switch territory views if you\u2019re a manager<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Use <strong>Territory selection<\/strong> \u2192 <strong>Show:<\/strong> to pick a person or team.<\/li>\n\n\n\n<li>Review Cadence\/visit rate, Status, Trends, and Team Performance.<\/li>\n\n\n\n<li>Click a name in <strong>Team Performance<\/strong> when you want to focus the whole Scoreboard on one person.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">5. Customize which widgets you see<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can rearrange and turn widgets on or off for your Scoreboard.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the Scoreboard, click the small list\/icon control in a widget header (the icon next to the widget title).<br>That opens <strong>Scoreboard Dashboard Configuration<\/strong> (also described as widget selection).<\/li>\n\n\n\n<li>On the configuration page:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Check<\/strong> a widget to enable it.<\/li>\n\n\n\n<li><strong>Uncheck<\/strong> a widget to hide it.<\/li>\n\n\n\n<li><strong>Drag<\/strong> rows to change the order (top to bottom becomes the order on the dashboard).<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Changes save as you adjust them.<\/li>\n\n\n\n<li>Use <strong>Return to defaults<\/strong> if you want to restore the standard Scoreboard layout.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Column markers in the list are fixed structural items and aren\u2019t meant to be turned off the same way content widgets are.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Administrators may also set company-wide Scoreboard defaults so new users start with a consistent layout.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">A simple weekly Scoreboard routine<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re new to Rithm, try this rhythm:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monday (5 minutes)<\/strong><br>Open Scoreboard. Note Reach %, Cadence\/frequency %, and workdays remaining. Decide which clients you\u2019re behind on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>During the week<\/strong><br>Work your schedule, complete meetings in Rithm, and keep client importance\/frequency realistic.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Friday (5\u201310 minutes)<\/strong><br>Check Trends and Status. If Clients Scheduled is under 100%, open Analyze and tighten the book. If you\u2019re a manager, scan Team Performance and drill into anyone who needs coaching.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Quick troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I don\u2019t see Scoreboard in the menu.<\/strong><br>You may not have Scoreboard permission, or you may be using the iOS app (which doesn\u2019t include Scoreboard). Use the web app, or ask your administrator.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Widgets look empty or only show getting-started text.<\/strong><br>Add clients, then run Auto-Scheduler. Come back after you have scheduled and completed activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>My percentages seem too low.<\/strong><br>Confirm meetings are marked completed. Reach and cadence are based on completed activity Rithm can see.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I see different widget names than a coworker.<\/strong><br>Companies can enable Cadence vs. Frequency wording, pipeline widgets, year remaining, manager filters, and custom widgets differently. Dashboard configuration can also differ by user.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>I changed widgets and want the original layout back.<\/strong><br>Open Scoreboard Dashboard Configuration and choose <strong>Return to defaults<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">The Scoreboard doesn\u2019t replace your Schedule or client list\u2014it summarizes them. Used regularly, it helps you protect reach, protect cadence, and spend your remaining workdays on the clients who matter most.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Scoreboard is Rithm\u2019s 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\u2019re a manager, your team\u2019s) scorecard. It answers questions like: The Scoreboard pulls together&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[34],"class_list":["post-272","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started","ht_kb_tag-score"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/272","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=272"}],"version-history":[{"count":1,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/272\/revisions"}],"predecessor-version":[{"id":273,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/272\/revisions\/273"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=272"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=272"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}