What are Equations & Formulas?

Scorecard Equations and Formulas give you complete control over how you measure performance in Applause. Instead of being limited to standard metrics, you can now view all available metrics, customize existing ones with filters, and create entirely new metrics using formulas and equations.

These features live directly within the Applause platform, giving you the flexibility to shape your data to match your unique business needs. Whether you need to exclude certain job types, create new performance calculations, or simply rename metrics to match your terminology, Scorecard Equations and Formulas put you in control.

Why Scorecard Equations and Formulas Matter

Every business measures success differently. Scorecard Equations and Formulas let you transform raw data into the performance indicators that matter most to your team. With Scorecard Equations and Formulas, you can:

View all available metrics in one centralized table, organized by type, source, and theme.
Rename metrics to match your company's terminology (e.g., change "Reservice" to "Callbacks").
Filter metrics to exclude or include specific job types, ensuring your data reflects your reality.
Build custom formulas to create new calculated metrics from existing ones.
Control metric visibility across scorecards, leaderboards, competitions, and the mobile app.

This functionality transforms Applause from a reporting tool into a flexible performance management system tailored to how you actually run your business.

Key Benefits

Scorecard Equations and Formulas make it easy to organize, customize, and create the exact performance indicators your business needs, all from one place.

Complete Metric Visibility: The All Metrics tab shows every metric available to your organization based on the integrations you are set up with, categorized by type, source, and operational theme. You'll never wonder what metrics are available or where they come from.
Powerful Filtering: Exclude unwanted job types from your calculations based on completed service metadata. For example, filter out reservice calls from Time on Site metrics if those short jobs are skewing your data. Or only include specific jobs that meet a specific criteria counting towards a metric.
Unlimited Custom Formulas: Create new metrics by combining existing ones with mathematical operators. Calculate Production per Day, Efficiency Scores, or any other metric that matters to your business.
Flexible Availability Controls: Decide where each metric appears: scorecards, leaderboards, competitions, or the mobile app. Create competition-specific metrics that don't clutter your daily scorecards.
Historical Data Protection: Once a metric is created, its calculation logic is locked to preserve historical accuracy. This protects past bonuses, competitions, and reporting while letting you create new versions with updated logic.

How It Works

The All Metrics Tab

The All Metrics tab is your central hub for understanding and managing every performance indicator in Applause. It displays all metrics available to your organization based on your integrations and plan tier.

Each metric in the table shows:

Metric Name: The display name (either the Applause default or your custom name)
Type: Base (standalone metric), Formula (calculated from other metrics), or Power Score
Source: Where the data comes from (Applause metrics like NPS or Google, or CRM metrics like production value)
Theme: The operational focus area (productivity, growth and revenue, safety, etc.)
Filters: The number of filters currently applied to this metric

You can filter the entire table by type, source, or theme to quickly find metrics relevant to your needs. Metrics you see are specific to your integrations—you won't see metrics from platforms you don't use.

Metrics with a padlock icon are available on higher plan tiers, giving you visibility into what's possible as your needs grow.

Scorecard Filters

Filters let you customize how metrics are calculated by including or excluding specific types of completed jobs. Instead of accepting standard calculations, you can shape the data to match your workflow.

How Filters Work: When you create a new metric, you can apply filters based on various job attributes. For example, if you like the Time on Site metric but want to exclude reservice calls (which are typically quick jobs), you can create a filtered version that only counts regular service calls.

Example Filter:

Metric: Time on Site (excluding reservice)
Filter: Service type does not equal [Reservice codes]

Available Filters: For completed service metrics (Production Value, NPS, Attendance, Jobs Completed, Reservice, Time on Site), you can filter by any job attribute, including service type and service reason.

Important Limitations:

Filters can only be applied when creating a new metric—you cannot edit filters on existing metrics
Non-completed service metrics (Memberships, Tech Sales, Cancellations) do not currently support filters
Once created, a metric's filters are locked to protect historical data accuracy

Scorecard Formulas

Formulas let you create custom calculated metrics by combining existing metrics using mathematical operators. Instead of being limited to predefined metrics, you define exactly how success is measured.

How Formulas Work: A formula uses existing base metrics, applies mathematical operators (+ − × ÷) and parentheses, and produces a new calculated metric that updates automatically as underlying data changes.

Simple Examples:

Production per Day: Production Value ÷ Attendance
Efficiency Score: Jobs Completed ÷ Hours Worked
Production per Square Foot: Production Value ÷ Total Square Footage

Using Values in Formulas: You can include numerical values in formulas. For example, if you calculate commission as 30% of production value, you could create: Production Value × 0.3

Formula Builder: When creating a formula, you'll specify: