Home > Docs > Features > Scorecards & Metrics

🎯 Scorecards & Metrics - KPI Goal Tracking¶

Last Updated: 2026-04-21 | Version: 1.0.0

📑 Table of Contents¶

• 🎯 Overview
• 🏗️ Architecture
• ⚙️ Creating Scorecards
• 📏 Status Rules and Scoring
• 🔄 Automated Check-Ins
• 🔗 Connected Goals and Hierarchies
• 🎰 Casino Implementation
• 🏛️ Federal Agency Implementation
• 🔐 Security
• ⚠️ Limitations
• 📚 References
• 🔗 Related Documents

🎯 Overview¶

Scorecards and Metrics in Power BI / Microsoft Fabric provide a structured, goal-tracking layer on top of your semantic models. They transform raw measures into organizational objectives with targets, owners, timelines, and automated status indicators. Instead of interpreting a number on a dashboard, stakeholders see whether they are on track, at risk, or behind — with context on who is responsible and what actions are needed.

Why Scorecards Matter¶

Dashboards show what happened. Scorecards show whether what happened is good enough. They bridge the gap between data and accountability.

Key Capabilities¶

Scorecards vs Dashboards¶

🏗️ Architecture¶

Scorecard Data Flow¶

flowchart TB
    subgraph Sources["💾 Data Sources"]
        SM["Semantic Model<br/>(Direct Lake / Import)"]
        MAN["Manual Entry<br/>(Check-Ins)"]
    end

    subgraph Scorecard["🎯 Scorecard Engine"]
        GOALS["Goals<br/>(Target, Current, Status)"]
        RULES["Status Rules<br/>(Thresholds)"]
        CHECKIN["Check-In<br/>History"]
        ROLLUP["Hierarchy<br/>Roll-Up"]
    end

    subgraph Consumers["👤 Consumers"]
        PBI["Power BI<br/>Reports"]
        TEAMS["Microsoft<br/>Teams Tab"]
        SP["SharePoint<br/>Web Part"]
        NOTIFY["Notifications<br/>(Email / Teams)"]
    end

    SM -->|"Auto-refresh<br/>current value"| GOALS
    MAN -->|"Manual<br/>updates"| CHECKIN
    CHECKIN --> GOALS
    GOALS --> RULES
    RULES -->|"Evaluate"| GOALS
    GOALS --> ROLLUP
    ROLLUP --> GOALS
    GOALS --> PBI
    GOALS --> TEAMS
    GOALS --> SP
    RULES -->|"Status change"| NOTIFY

    style Sources fill:#2E86C1,stroke:#1A5276,color:#fff
    style Scorecard fill:#E67E22,stroke:#CA6F1E,color:#fff
    style Consumers fill:#27AE60,stroke:#1E8449,color:#fff

Goal Lifecycle¶

stateDiagram-v2
    [*] --> Defined: Create goal
    Defined --> Active: Set start date
    Active --> OnTrack: Status rule evaluates
    Active --> AtRisk: Status rule evaluates
    Active --> Behind: Status rule evaluates
    OnTrack --> AtRisk: Performance drops
    AtRisk --> Behind: Deadline approaching
    AtRisk --> OnTrack: Recovery
    Behind --> AtRisk: Partial recovery
    OnTrack --> Completed: Target met
    AtRisk --> Completed: Target met
    Behind --> Completed: Target met
    Completed --> [*]

⚙️ Creating Scorecards¶

Scorecard Structure¶

Scorecard: Q2 2026 Casino Operations
├── Goal: Monthly Revenue Target
│   ├── Current: $42.3M
│   ├── Target: $45.0M
│   ├── Status: At Risk (94%)
│   ├── Owner: VP Operations
│   ├── Connected Measure: [Total Revenue] from Semantic Model
│   └── Due: 2026-06-30
├── Goal: Hold Percentage Target
│   ├── Current: 8.2%
│   ├── Target: 8.5%
│   ├── Status: Behind (96.5%)
│   ├── Owner: Floor Operations Director
│   └── Due: 2026-06-30
├── Goal: Compliance Filing Completeness
│   ├── Current: 100%
│   ├── Target: 100%
│   ├── Status: On Track (100%)
│   ├── Owner: BSA Compliance Officer
│   └── Due: Ongoing
└── Goal: Player Satisfaction Score
    ├── Current: 4.2
    ├── Target: 4.5
    ├── Status: At Risk (93.3%)
    ├── Owner: Guest Experience Director
    └── Due: 2026-06-30

Connecting Goals to Semantic Model Measures¶

Goals can pull their current value automatically from a Power BI semantic model measure:

📏 Status Rules and Scoring¶

Built-In Status Rules¶

Custom Status Rules¶

Custom rules allow domain-specific thresholds:

Goal: Hold Percentage Target
├── On Track:  current_hold >= 8.3%  (within 0.2% of target)
├── At Risk:   current_hold >= 7.8%  (within 0.7% of target)
├── Behind:    current_hold < 7.8%   (more than 0.7% below target)
└── Target:    8.5%

Goal: Compliance Filing Completeness
├── On Track:  filed / required == 100%
├── At Risk:   filed / required >= 95%
├── Behind:    filed / required < 95%
└── Note: Compliance has zero tolerance — At Risk triggers immediate review

Time-Weighted Status¶

For goals with deadlines, status considers both progress and remaining time:

quadrantChart
    title Goal Status Matrix
    x-axis Low Progress --> High Progress
    y-axis Plenty of Time --> Running Out of Time
    quadrant-1 On Track
    quadrant-2 At Risk (time)
    quadrant-3 Behind
    quadrant-4 At Risk (progress)
    "Revenue Q2": [0.85, 0.5]
    "Hold %": [0.65, 0.4]
    "CTR Filings": [1.0, 0.5]
    "Player Satisfaction": [0.7, 0.6]

🔄 Automated Check-Ins¶

Check-In Sources¶

Automated Check-In Flow¶

sequenceDiagram
    participant Pipeline as Fabric Pipeline
    participant SM as Semantic Model
    participant SC as Scorecard
    participant Owner as Goal Owner
    participant Teams as Microsoft Teams

    Pipeline->>SM: Refresh dataset (06:00 AM)
    SM->>SC: Updated measure values
    SC->>SC: Evaluate status rules
    alt Status Changed
        SC->>Owner: Notification: "Hold % changed to At Risk"
        SC->>Teams: Post to #operations channel
    end
    SC->>SC: Record check-in with timestamp

Check-In History Example¶

🔗 Connected Goals and Hierarchies¶

Hierarchical Scorecard Structure¶

flowchart TB
    subgraph Enterprise["🏢 Enterprise Scorecard"]
        E1["Total Revenue<br/>Target: $180M<br/>🟢 On Track"]
    end

    subgraph Properties["🏨 Property Scorecards"]
        P1["Las Vegas<br/>Target: $80M<br/>🟢 On Track"]
        P2["Atlantic City<br/>Target: $55M<br/>🟡 At Risk"]
        P3["Tribal Casino<br/>Target: $45M<br/>🔴 Behind"]
    end

    subgraph Departments["🎰 Department Goals"]
        D1["LV Slots<br/>$52M / $55M"]
        D2["LV Tables<br/>$26M / $25M"]
        D3["AC Slots<br/>$28M / $32M"]
        D4["AC Tables<br/>$20M / $23M"]
        D5["Tribal Slots<br/>$18M / $25M"]
        D6["Tribal Tables<br/>$14M / $20M"]
    end

    E1 --> P1
    E1 --> P2
    E1 --> P3
    P1 --> D1
    P1 --> D2
    P2 --> D3
    P2 --> D4
    P3 --> D5
    P3 --> D6

    style Enterprise fill:#1A5276,stroke:#154360,color:#fff
    style Properties fill:#2E86C1,stroke:#1A5276,color:#fff
    style Departments fill:#85C1E9,stroke:#5DADE2,color:#000

Roll-Up Logic¶

🎰 Casino Implementation¶

Monthly Hold% Targets by Property¶

Scorecard: FY2026 Hold Percentage Targets
├── Enterprise Hold%: Target 8.5%
│   ├── Las Vegas Properties
│   │   ├── Slot Hold%: Current 8.8% | Target 8.5% | 🟢 On Track
│   │   └── Table Hold%: Current 15.2% | Target 15.0% | 🟢 On Track
│   ├── Atlantic City Properties
│   │   ├── Slot Hold%: Current 8.1% | Target 8.5% | 🟡 At Risk
│   │   └── Table Hold%: Current 14.3% | Target 15.0% | 🟡 At Risk
│   └── Tribal Properties
│       ├── Slot Hold%: Current 7.4% | Target 8.5% | 🔴 Behind
│       └── Table Hold%: Current 13.8% | Target 15.0% | 🔴 Behind

Coin-In Goals per Property¶

Coin-in (total amount wagered) is the primary volume metric for slot operations:

Compliance Filing Completeness¶

Zero-tolerance scorecard for regulatory filings:

Scorecard: Compliance Filing Completeness (April 2026)
├── CTR Filings: 47/47 filed | 100% | 🟢 On Track
├── SAR Filings: 12/12 filed | 100% | 🟢 On Track
├── W-2G Filings: 2,341/2,341 filed | 100% | 🟢 On Track
├── Title 31 Training: 98% complete | Target 100% | 🟡 At Risk
│   └── Note: 3 new hires pending training completion by 4/30
└── Audit Readiness Score: 94/100 | Target 95 | 🟡 At Risk
    └── Note: Documentation gap in cage count procedures

🏛️ Federal Agency Implementation¶

Agency Performance Metrics (Cross-Agency)¶

flowchart TB
    subgraph Federal["🇺🇸 Federal Performance Scorecard"]
        F1["Cross-Agency<br/>Performance Index<br/>🟢 88/100"]
    end

    subgraph Agencies["🏛️ Agency Scorecards"]
        A1["USDA<br/>Crop Data Timeliness<br/>🟢 On Track"]
        A2["SBA<br/>Grant Utilization Rate<br/>🟡 At Risk"]
        A3["NOAA<br/>Alert Accuracy<br/>🟢 On Track"]
        A4["EPA<br/>Inspection Coverage<br/>🔴 Behind"]
        A5["DOI<br/>Lease Processing Time<br/>🟢 On Track"]
    end

    F1 --> A1
    F1 --> A2
    F1 --> A3
    F1 --> A4
    F1 --> A5

    style Federal fill:#1A5276,stroke:#154360,color:#fff
    style Agencies fill:#2E86C1,stroke:#1A5276,color:#fff

Grant Utilization Rate (SBA)¶

SLA Tracking (NOAA Weather Services)¶

EPA Inspection Coverage¶

Goals tracking the percentage of regulated facilities inspected within the required cycle:

Scorecard: EPA Inspection Coverage FY2026
├── TRI Facilities: 72% inspected | Target 85% by Q4 | 🔴 Behind
│   └── Note: Staff shortages in Region 4; contractor augmentation approved
├── Clean Water Act: 88% inspected | Target 90% | 🟡 At Risk
├── Clean Air Act: 91% inspected | Target 90% | 🟢 On Track
└── RCRA Hazardous Waste: 79% inspected | Target 85% | 🟡 At Risk

🔐 Security¶

Access Control¶

Security Best Practices¶

⚠️ Limitations¶

📚 References¶

🔗 Related Documents¶

• Direct Lake -- Semantic model connectivity powering goal current values
• Paginated Reports -- Print-ready compliance reports complementing scorecards
• Composite Models -- Mixing storage modes for scorecard data sources
• Fabric IQ -- Natural language queries about goal status
• Workspace Monitoring -- Capacity and usage monitoring alongside KPIs
• Architecture -- System architecture overview
• Security -- Security and compliance framework

📝 Document Metadata - Author: Documentation Team - Reviewers: Data Engineering, BI Team, Operations - Classification: Internal - Next Review: 2026-07-21