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Understanding America's SBDC Network 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 7 unique line items that get repeated for the following demographic groups:

  • All Clients
  • Women Clients
  • Black/African American Clients
  • Asian American Clients
  • Native American/Alaskan Clients
  • Hawaiian/Pacific Islander Clients
  • Veteran Clients
  • Hispanic Clients

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

Number of Clients Served

This line item counts the total number of unique clients counseled and/or traine, broken out by one of the specified demographic groups.

Total Consulting Hours

This line item counts the total number of counseling hours including both prep time and contact time, but excluding travel time.

Total Capital Acquired

This line item counts 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 Business Starts

This line item counts the new business starts in the same way that EDMIS counts new business starts across the various demographic groups.

Total Revenue Growth

This line item counts the increases in sales for in-business clients who had counseling and/or training activity during the reporting period across the various demographic groups.

Total Export Sales

This line item counts the TOTAL export sales for in-business clients who had counseling and/or training activity during the reporting period across the various demographic groups.

Total Jobs Created (Full and part-time)

This line item counts jobs created for in-business clients who had counseling and/or training activity during the reporting period across the various demographic groups.



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