Scorecard Insights is an analyst built into your scorecards. Open the “Insights” tab on any scorecard item, and Impact Intelligence reviews the whole scorecard and writes a strategy audit in plain language. The review covers every KPI, goal, trend, forecast, and related initiative. The audit tells you where performance stands, which areas need attention, which patterns are easy to miss, which red KPIs have no initiative behind them, and what to do next.

Every number in the audit comes from Spider Impact's own calculations, not from the AI. Spider Impact calculates the scores, values, trends, forecasts, and table rows. The AI decides what's worth pointing out and writes about it. Every scorecard item the audit names is a link to that item.

A banner at the top of the tab explains that the analysis was written by AI. Treat the audit as a well-informed first read, and weigh its recommendations against what you know before you act on them.

Turning on Scorecard Insights

Scorecard Insights uses the same secure AI service as Impact Assistant. The “Insights” tab appears only when “Enable Impact Assistant” is set to “Yes” in Application Administration. To turn it on, see the Impact Assistant article. To learn how your data is protected, see the Impact Intelligence Security and Privacy article.

What the Audit Covers

Every item in a scorecard has an “Insights” tab next to its “Overview” and “KPIs” tabs. Whichever item you select, the audit covers the whole scorecard from the top of the tree down, including KPIs linked in from other scorecards.

The audit is based on the monthly calendar's default period, which is the month Spider Impact shows when you log in. Choosing a different period in the calendar period selector doesn't change it.

Every audit has the same sections:

• “Executive Summary”: where the scorecard stands, and what that means
• “Performance in Key Strategic Areas”: the areas that most deserve your attention, and the KPIs driving them
• “Key Findings”: observations that are easy to miss when you track KPIs one at a time
• “Corrective Actions”: red KPIs with no initiative behind them, and initiatives that don't seem to be working
• “Recommendations”: specific things to do next

Generating and Refreshing the Audit

The first time anyone opens the “Insights” tab on a scorecard, Spider Impact writes the audit and saves it. The audit appears one section at a time as it's written, so you can start reading right away.

After that, everyone who opens the tab sees the saved audit immediately. A “Last updated:” time shows how old it is. To get a fresh analysis, click “Regenerate”, for example after new values come in or after you change the scorecard. Anyone who can see the scorecard can regenerate its audit.

Spider Impact also writes a fresh audit the next time someone opens the tab after either of these events: the default monthly period moves forward, or an item the audit mentions is deleted. Audits are saved separately for each language.

Executive Summary

The audit opens with two short paragraphs: what has happened to the scorecard's performance, and what it means. Beside them is the speedometer from the “Overview” tab, showing the scorecard's current score.

Below the summary, a row of tags counts the scorecard's KPIs. There's a tag for each color your KPIs score, one for upward trending KPIs, one for downward trending KPIs, and one for KPIs that need updating. Click a tag to open a report that lists exactly those KPIs. If the calendar is set to a different period than the audit, Spider Impact asks before it switches to the audit's period. Reports opened from a color tag or the “KPIs need updating” tag keep their filters. If you save one of these reports, it stays current as your KPIs change.

Performance in Key Strategic Areas

This section highlights the areas of the scorecard that most deserve attention. There are usually two, but there can be up to four. On a scorecard with perspectives or key performance areas, those are the natural candidates. Otherwise, the analysis finds themes in the data, and these can cut across branches of the tree.

Each area gets a short label explaining why it was chosen and a paragraph on how it's performing. It also gets three figures: its current score, its trend (how much it moves each period), and its projected value for the next period. A table lists the KPIs driving the area, with each one's score, goal, previous and current values, and projection.

If nothing stands out, as on a small scorecard or one without much history, this section is left out.

Key Findings

Key findings are insights that only appear when you look at everything at once. For example, two areas that should move together but don't, an initiative that ran for a year and changed nothing, or unreliable data undermining every forecast. Each finding is a card with a severity badge, a title, and a short description of what the data shows. The card also has a table of the key numbers behind the finding and a note on why it matters. Cards are colored red, yellow, green, or neutral, so you can tell warnings from good news at a glance.

Corrective Actions

Corrective Actions connects your scorecard to your initiatives. Both of its tables are built directly from your data rather than written by the AI.

• “Red KPIs without Initiatives” lists every red KPI that has no related initiative, with its score, current value, goal, and period. Each one is a gap in your plan.
• “Ineffective Initiatives” lists initiatives that don't seem to be helping the scorecard items they're related to. It rates each one's impact as “Negative”, “Mixed”, or “No Impact”. These are the initiatives to fix or retire so their resources can go elsewhere. The ratings come from Spider Impact's initiative impact analysis, which is covered in the Determining Initiative Impact article.

Each table lists its worst items first and shows up to ten. When there are more, a banner gives the full count. A table with nothing to show is left out. If neither table has anything to show, the whole section is left out.

Recommendations

The audit ends with three to five concrete next steps. Each one is a card with a bold instruction and a short explanation backed by numbers from your scorecard. Every item it mentions is a link.