Summary Scorecard

The Summary Scorecard shows how the selected account scored across all 12 competencies, grouped into the four Focus Areas.

Accessing Summary

1. Log in and select an account.
2. Sidebar → EXECUTIVE SUMMARY → Summary (the active item is outlined in red in the screenshot).

What You See

• Title Summary Scorecard with guidance to focus effort on lower-scoring competencies, starting with Family Dynamics and moving toward Transition Planning.
• A color legend, typically:
  • Strong (green)
  • Average (yellow)
  • Weak (orange / red)
• Four Focus Area sections, each containing three competency cards with average scores, for example under Family Dynamics:
  • Culture & Communication
  • Purpose & Fulfillment
  • Roles & Relationships
• Visual flow between Focus Areas (arrows) to reinforce the recommended pathway order.

How to Use

1. Confirm the correct account version is selected in the sidebar.
2. Scan Strong / Average / Weak colors to spot priorities.
3. Drill into a Focus Area (Overall Scores, Questions, or AI Summary) for detail on weak competencies.

Notes

• Scores update when questionnaire / uploaded answer data changes for the account.
• This page is analytical and does not edit underlying participant data.