Create simple and advanced Scorecard formulas

The Aha! Scorecard can be used to prioritize features, requirements, initiatives, ideas and rank competitors. It can also be added as a custom field across Aha!. You set up your list of scorecards first, then choose which scorecard to use per product.

A Scorecard is made up of metrics. For features and ideas each metric should reflect some aspect of your strategy to ensure you can use it to objectively measure feature or idea value. This document details how you can set up a scorecard. 

The Aha! score equation editor allows users to define an equation to calculate the scores of features and ideas that use the scoring system. Scores are calculated using some combination of user-defined metrics. 

Add new metrics

Add new metrics by clicking the blue Add Metric button.

  • Sequence Type: Provides the ability to use chose the type of numerical sequence used for your metric
    • Linear: Values increment linearly (1,2,3,4,5)
    • Powers of 2: Values increment by a power of 2 (0,1,2,4,8,16)
    • Fibonacci Sequence: Values increment based on the sum of the previous two (0, 1, 2, 3, 5, 8, 13)
    • Custom: Define your own custom sequence type
  • Value Range: Defines the range of values available to select when scoring the metric
  • Step Value: Allows the linear sequence type to have a customized step value, such as incrementing by 5 (e.g. 5..10..15)
  • Units: Enables definition of a unit prefix/suffix such as $ or %.

Create an equation

As you edit the bounds of a metric, an example slider will be generated in the metric's box. You may test your equation by manipulating these example sliders; the score of a hypothetical feature or idea with the assigned metric values is displayed at the top of the page. Note that if the equation evaluates to a decimal, it will be rounded up to the nearest whole number.

The editor provides two modes to create your equation: simple and advanced. In simple mode, the equation is defined as the sum of metric values, each optionally multiplied by a constant. Click on each constant in the equation to type a new numerical value.

Advanced scorecards

In advanced mode, you may define your own custom equation using numbers, mathematical operators, and metric values. Supported mathematical operations are:

  • Addition (+)
  • Subtraction (-)
  • Multiplication (*)
  • Division (/)
  • Modulo (%)
  • Exponentiation (^)

You may also use the following functions in your custom equation:

  • If - if(expression, true_value, false_value) - evaluates the expression. It uses true_value if the expression is true or false_value if it is false. For example, if(3 > 2, 10, 20) would evaluate to 10. You may use metrics in any parameter- for example, if(Difficulty > Added Value, -1 * Difficulty, Added Value). Valid expression operators are >, >=, <, <=, and =.
  • Round - round(number, decimals) - rounds the number to the provided number of decimal places. If no decimals parameter is provided, the function rounds to the nearest whole number. For example, round(8.2759, 2) evaluates to 8.28, while round(8.75) evaluates to 9.*
  • Roundup - roundup(number, decimals) - is identical to round, except it always rounds up. For example, roundup(8.25) evaluates to 9.*
  • Rounddown - rounddown(number, decimals) - is identical to round, except it always rounds down. For example, rounddown(8.75) evaluates to 8.*

*Note that the rounding functions may be used to round components of the equation, but the final resulting score will always be a whole number.

To add a metric value, begin typing the metric's name and select it from the autocomplete list, either by clicking on the desired metric in the list or by using your arrow keys to highlight the desired metric and then pressing Enter. The metric will then be added to the equation, denoted by a box with a yellow background.

The advanced equation editor gives constant feedback so you can ensure that your equation has valid syntax. When the current equation is valid, the editor is outlined in green; when the current equation has an error, the editor is outlined in red. The most common source of equation errors is stray text in the equation; there should never be any letters in an equation outside of metric boxes or functions. The equation will automatically be saved as you type, but only when the equation has valid syntax.

Was this article helpful?
4 out of 4 found this helpful
Have more questions? Submit a request

Roadmap software to manage your products.
Finally, connect strategy to execution.

Powered by Zendesk