Skip to main content

Metric Trend Overlays for SharePoint Scorecards

· One min read
Mike Homol
Principal Consultant @ ThreeWill

Measurable trends on the Human Services Scorecard work better as a dedicated overlay and picker flow than as charts crammed into every KPI tile. This is the strong opening chapter — more is coming, including a public release.

What happened

  • Added a metric trend overlay, trend service, and metric picker UX on the timeline
  • Gave trends their own surface instead of overloading tile layout
  • Continues the Scorecard UX thread from earlier metric ordering / group-by / owner work
  • Confirmed merged/deployed on the intended demo surface — Overview tiles with sparkline trends, weekly check-in grid, location grid, comparison charts, and location performance views
  • Framing for the public story: start strong here, then ship follow-ups as the product and packaging mature toward a public release

Scorecard Overview with sparkline trends on KPI tiles

Scorecard weekly grid with check-in dialog

Location Scorecard Grid across sites

Comparison charts — overtime vs turnover and margin-to-revenue

Charlotte Performance location Scorecard Overview