CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

Understanding America's SBDC Survey Scorecard

This scorecard was created to satisfy the ASBDC request for data for the SBDC Annual Network Survey. The scorecards is designed to break out these metrics:

The scorecard has 6 unique line items that get repeated for the following demographic groups:

  • Women
  • Minority
  • Veterans
  • Native American/Pacific Islanders

For purposes of this scorecard, Neoserra will look at the gender/race/veteran status of the primary point of contact of each client.

Minorities are considered to be those individuals with a race selection of Alaska Native, Asian, Black, Native American, Pacific Islander, or those who are white but identified their ethnicity as Hispanic. Because of the multiple criteria necessary to calculate minorities, the minority line items will not be auditable.

It should be noted that the Native American/Pacific Islander group also include Alaska Natives and will be counted as their own demographic group but they are also included in the minority count.

Last but not least, veterans include both service-disabled veterans and veterans.

To run the scorecard, simply select Manage|Scorecards and then choose Generate Scorecard. From the "Layout" drop down choose: "America's SBDC Survey" and then set the dates, centers and funding sources as appropriate, keeping in mind that in order for a session to be considered for this scorecard it must:

  • Have the Reportable? check box selected
  • Have a date in the Reporting Date field for capital funding records or have a date in the Date field for milestone records that falls within the reporting period
  • Be assigned to the center(s)/counselor(s) specified in the scorecard definition (only applicable if the scorecard's output is restricted to a single counselor)
  • Be categorized under the funding sources specified in the scorecard definition
  • Be categorized under the sub-funding funding sources specified in the scorecard definition.

Please note, this scorecard is designed for the ASBDC not SBA and thus does not meet the SBA definitions. Furthermore, this scorecard only looks at counseling activity. No training activity is included.

Total Clients

Line items 2, 9, 16 and 23 count the total number of unique clients counseled broken out by one of the four specified demographic groups. This line item does NOT correspond to the SBA definition of Clients Served since it does not take training activity into consideration.

Total Counseling Hours

Line items 3, 10, 17 and 24 count the total number of counseling hours including both prep time and contact time, but excluding travel time. The line items are broken out across the four specified demographic groups.

Total Capital Acquired

Line items 4, 11, 18 and 25 count ALL capital approved by clients during the reporting period. This includes loans, grants, owner investment, and any other capital infusion that was approved during the reporting period.

New Businesses Started

Line items 5, 12, 19 and 26 count new business starts in the same way that EDMIS counts new business starts across the four demographic groups.

Revenue Growth

Line items 6, 13, 20 and 27 count increases in sales for in-business clients who had counseling activity during the reporting period across the four demographic groups.

Jobs Created (Full and part-time)

Line items 7, 14, 21 and 28 count jobs created for in-business clients who had counseling activity during the reporting period across the four demographic groups.



Want more? Browse our extensive list of Neoserra FAQs.