Click on the Dashboards icon in the left side menu and then click Scorecards

To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner

Enter the Scorecard name

Click on the Primary focus dropdown and choose Referral Sources. Then click, Create Scorecard

Once the scorecard has been created, adjust the following options:

If you want to modify the currently selected sources, click on Referral Sources

Use the search bar to locate specific sources or click on the checkbox next to All to select or deselect all sources

Click on the dropdown lists available for the Metrics, Time Range, and Trend options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard

If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it

To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set

Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to turn goals/trends on or off, then click Apply

Click on the report icon to expand visualizations of each selected metric

In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance or Visualize Trends tabs

When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm

Click on a scorecard to open it

To rename a scorecard, click on the pencil icon near the scorecard name

If you would like to save the changes you've made to the scorecard, click on the blue Save changes button and choose to either Save changes or Save as new scorecard