Scorecards are completed by team members so that you can see how prepared a company is, should they need to go through a material event.

Scorecard templates can be created for future clients that have the same natured deal and will need the same requirements.

Anyone can create and edit Scorecard templates. This template can then be used as a quick start when sending out a new Scorecard. Learn more here.

💡Tip: Use Ansarada Scorecard templates to quick start your Scorecard. Ansarada templates are based on insights from over 25,000 deals.

Scorecard templates consist of:

Areas
Topics
Requirements

Areas

Areas have been created by Ansarada based on research from thousands of deals. When creating custom Topics, Admins can create new Areas. Areas are located within a Scorecard and contain all of the Topics related to that Area. Areas can be renamed by anyone who has access, however Topics within the Area can't. Learn more about Areas here.

Topics

Topics belong to Areas and are required to be completed by companies who have access to the Scorecard. When a company is taking the Scorecard, they are required to mark off the Requirements and upload the documentation requested by their advisor. Each Topic has a Topic guide, to advise users about why this documentation is needed. Learn more about Topics here.

Requirements

Each Topic will have Requirements determined by users that have access to the Scorecard. An example of some Requirements are: Updated in the last 12 months or Reviewed quarterly. Once Requirements have been checked off, the company can upload all the relevant documentation. 

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