ourCMO Scorecard

KPI Dashboard WordPress Plugin

Scorecard follows every initiative through five stages of the customer journey, from the first time somebody hears your name to the day they recommend you. Put the KPIs that matter inside those stages, give each one a monthly goal, and fill them in by hand on one screen — or connect the software you already run and let it fill them in for you.

5 permanent stages
9 connections
1 reading per day, per KPI
Your site, your database
The Scorecard dashboard: three initiative cards, each with a headline number, a goal bar, a trend line and its five stages.
The dashboard. One card per initiative, each showing its Conversion total against this month’s goal.
One initiative: its headline number, a goal bar, and a chart comparing this period with the previous one of the same length.
One initiative. This period solid, the period before it dotted, always the same number of days.
The funnel: the Awareness stage with its question, a trend line, and its KPIs with results, monthly goals, progress and change.
The funnel. Each stage keeps its own question, its own trend, and the numbers underneath it.
Adding a KPI: name, stage, monthly goal, and a grid of the sources it can be measured from.
Adding a number. Only the accounts you have actually connected are offered.
The Enter numbers screen for one initiative, listing each KPI with its stage, its period and a box for the figure.
Typing them in. Narrowed to one initiative. A box left empty is left alone, not set to nought.
The Settings screen with the Connections grid: connected services marked, unused ones greyed, and others marked Soon.
Connections. What you have not set up is greyed and folded away.
The Share menu open on the dashboard: the view-only link, a password box, the TV version and a Turn off control.
Sharing. The link, its password and the TV version, in one menu. Turning it off kills it at once.
The TV view: no toolbars or cursor, three initiative cards scaled up, with the range and update time in the header.
On a wall. No cursor, no toolbars, and it refreshes itself every ten minutes.
1 / 8

The struggle

Your numbers already exist. They just live in nine different places.

Sessions in Analytics. Impressions in Search Console. Giving in the CRM. Form entries in the website database. Engagement inside Facebook. A spreadsheet somebody keeps by hand. Nobody adds them up, so nobody answers the only question that matters: did this month work?

A marketing manager at a laptop late in the evening, one hand in her hair, hemmed in by stacks of printouts with a wall of charts behind her.

Why KPIs

What gets measured gets done.

It is the oldest rule in management and it still decides which months work. A number somebody looks at every month gets attention. A number nobody has pulled since March gets excuses. Everything in Scorecard is built to make the looking cost nothing, because looking is the part people actually stop doing.

A number nobody owns is a number nobody moves

Pick the handful that decide whether the month worked, put a goal on each one, and the work arranges itself around them. That is the whole trick — and it only holds while the numbers are in front of people.

So nobody adds them up

Which means nobody answers the only question that matters: did this month work? And by the time somebody has assembled the answer, the month is three weeks gone and nothing can be done about it.

How it works

Three decisions, and then it runs.

01

Make an initiative

A campaign, a programme, a product line, a location. It arrives with all five journey stages ready, and gets its own card, its own chart and its own share link. Run as many at once as you like.

02

Make KPIs inside each stage

Put every number into the stage of the customer journey it belongs to, and give it a monthly goal. The stage adds its KPIs up and compares that total with the sum of their goals, so a stage is either met or missed rather than merely reported.

03

Assign how each KPI is tracked

Say where the number comes from: typed in by hand, or read from an account you have connected. Change your mind later and the history you have already collected stays exactly where it is.

The point of the five stages is that you see the whole journey at once. A conversion figure on its own tells you nothing about why it moved. With awareness, consideration, retention and advocacy sitting beside it, you can see where the drop actually is — and every stage keeps its own question, its own trend line and its own total against goal, so you are reading a funnel rather than a single number.

01

Awareness

Who has heard of you at all. Search impressions, reach, first visits.

02

Consideration

Who is paying attention. Engaged sessions, time on page, repeat visits.

03

Conversion

Who acted. Forms, applications, gifts, bookings. The headline figure.

04

Retention

Who came back. Repeat giving, renewals, returning customers.

05

Advocacy

Who brings you someone else. Referrals, reviews, shares.

The same five on every initiative, and they are fixed in the plugin's code rather than its database, so no import, no admin screen and no well-meaning edit can reorder or delete one — rename them into your own language, and you still cannot lose one. The colours are not decoration either: Scorecard turns your brand colour's hue back in fixed steps to build them, so the funnel matches your site without anyone picking swatches.

Totals that mean something

Dollars are totalled with dollars and counts with counts, side by side. Percentages are never summed at all — a retention rate shows its latest value and stays out of the total. Adding a dollar goal to a count of applications produces a number nobody can use.

Comparisons that are fair

Every range is compared against the previous period of the same length, so a part-month is never measured against a whole one. A rolling range ends yesterday, because today is still incomplete and most sources report it hours late.

How to track

Type it in by the month, or connect what you already run.

Both fill the same stages, the same goals and the same charts, and a KPI can move from one to the other without losing its history. Most scorecards end up a mixture: a few things nobody can automate, and everything else arriving on its own.

Free

Track each KPI by hand, month by month

One screen lists every KPI you keep yourself, grouped by initiative, each with the month it belongs to. Type this month's figure, or step back to an earlier month and correct it.

Paste straight out of a spreadsheet — commas and dollar signs are understood. Leave a box empty and nothing changes; it is not read as a nought. Get one wrong and the whole form stops, so you never have to guess which half of it saved.

Pro

Connect the software you already use

Sign in to Google or Facebook and pick the property, the Page or the sheet from a list of what that account can actually read. No developer console, no API key to copy.

Scorecard then collects one reading a day on its own, and backfills your history the first time it connects. A number that comes up blank says why, underneath itself, instead of showing you nothing.

Connections

Nine it reads today. Nine more on the way.

Connect an account once and Scorecard stores one reading per day per KPI, so charts trend over real days instead of jumping once a month. What each connection is genuinely good at is worth more than its logo:

Google Analytics

Pro

Visits, events and traffic

Search Console

Pro

How often the site shows up in Google search

Google Sheets

Pro

Private, or a published link

Meta

Pro

Facebook and Instagram

Website forms

Pro

Sign-ups on this website

Virtuous

Pro

Giving from the donor CRM

HighLevel

Pro

Leads, opportunities, forms and appointments

AccuLynx

Pro

Jobs as they move through the milestones

Anything else, by webhook

Pro

Give this KPI its own address

Coming

Named in the plugin, so you can see where this is going.

These show on the Connections screen marked Soon, with nothing to do yet. Anything on the list that can send a web request when something happens can already be counted today, through the webhook above — Zapier included.

WooCommerceComing
ShopifyComing
HubSpotComing
MailchimpComing
ZapierComing
ZohoComing
Gravity FormsComing
Google AdsComing
ActiveCampaignComing

Sharing

Send the board a link, not a slide deck.

01

Create the link

Pick the whole dashboard or one initiative. You get an address that needs no account. Every edit control, every sync message and every goal input is gone from it.

02

Put a password on it, or don't

One password per link, set in the box under the link itself. Nothing is sent before it is entered, the CSV included. Change it and everyone holding the old one is asked again. Switch the link off and it is gone at once, not expired.

03

Or put it on a wall

Every link has a TV version at the same address. No cursor, no toolbars, scaled up for a big screen, three initiatives at a time and rotating. It refreshes itself every ten minutes without dropping out of full screen.

Take it with you

Export any view as a PDF, as an image, or as a CSV with one row per KPI and one column per day, for the people who would rather do their own arithmetic.

Nobody has to log in

A share link is for the board member who will open it twice a year. No account, no invitation, no seat to pay for. The people who edit the scorecard sign in; the people who read it do not.

White label

The same app, wearing somebody else’s brand.

Three real installs below, photographed on the same afternoon. Nobody wrote any CSS. Each one is a name, a logo, dark or light, and one main colour — the five stage colours are built from that colour by turning its hue in fixed steps, so the funnel matches the brand without anyone choosing five swatches.

A dark scorecard with a cyan accent and a cyan-to-yellow funnel.
Dark · #78dcff

ourCMO

The default ground with one colour set. Cyan through to yellow.

A dark scorecard on a deep indigo ground with a magenta accent and a magenta-to-teal funnel.
Dark · own ground · #e7255d

A nonprofit

Its own background colour as well as its own accent. Magenta through to teal.

A light scorecard with white cards, a blue accent and a blue-to-lime funnel.
Light · #065cd2

A roofing contractor

Light rather than dark, which is free. Blue through to lime.

The Branding section of Settings: logo, light-background logo and tab icon, dark or light, the main colour, and four colour swatches including Highlight.
And here is the whole of it. A logo, a tab icon, dark or light, one main colour, and four swatches if you want to name the rest yourself. That screen is what produced all three looks above.

Figures are blurred in the two client installs: those are real numbers belonging to the businesses that own them. The branding is the point here, not the results.

Pricing

Free is what you type in. Pro is every connection.

Free

The whole app, filled in by hand

$0

Forever, on as many sites as you like.

  • Unlimited initiatives, all five stages
  • Unlimited numbers and monthly goals
  • Charts, date ranges and period comparisons
  • View-only share links, passwords and TV mode
  • PDF, image and CSV export
  • Your app name, your wording, light or dark
Get started for free

Pro

Everything above, filling itself in

$29 / month

One licence, one site.

  • All nine connections, syncing daily
  • Sign in to Google and Facebook — no app setup
  • Your logo, tab icon and full brand palette
  • Backfills history the first time it connects
  • Tells you which number failed, and why
  • A lapsed licence makes the app smaller, never broken
Go Pro

FAQ

Questions, answered straight.

Where does the data live?

On your own WordPress install, in your own database. Scorecard reads from the services you connect and writes the readings locally. Nothing about your figures is stored anywhere else.

What happens if I stop paying for Pro?

You keep every number already collected, and every initiative, goal and share link. The connections stop fetching new readings and the paid appearance controls lock, holding whatever you last set. The app gets smaller; it does not break.

The connection I need is not on the list.

Give that KPI its own webhook address. Anything able to send a web request when something happens can count into it today, Zapier included — which also covers most of what is still marked Soon.

Do I need all nine?

No. Anything you have not connected is greyed out and folded away, so a nonprofit is not looking at a roofing CRM. Connect one, connect nine.

Can I rename the five stages?

Yes — the label, the question underneath and the sentence below that are all yours, free. What you cannot do is reorder them, delete one or add a sixth. That is deliberate: the shape of the journey is the one thing every initiative has in common.

Does it slow my site down?

No. Syncing runs on a schedule in the background, inside a strict time budget, and picks up where it left off if it runs long. Visitors never wait on it.

Stop guessing whether the month worked.

Install it, add one initiative, set one goal. At the end of the month the answer is sitting on a page you can send to anyone — and it was assembled while you were not looking.

Scorecard is a WordPress plugin from ourCMO. ourcmo.ai