Using the Advanced Scorecard

Last updated: August 28, 2026

In this guide, we'll walk you through the process of submitting and analyzing review team feedback using the advanced scorecard in the Halo review system.

Submitting an Evaluation

Note: The advanced scorecard is available exclusively in the assessment stage (stage 2) of the Halo review system. This promotes a streamlined, lightweight process in the screening stage (stage 1) to help accelerate initial responses for innovators.

  1. Click the Evaluate button on the action panel on the right side of the review system grid to open the scorecard for a specific proposal.

  1. Once the evaluation panel opens, click View rubric here to open the rubric supplied by your review team in a separate browser tab. This will clarify what each level means for the criteria on the scorecard.

  1. Review the rubric to understand the levels for the scorecard.

Review the rubric to understand the levels for the scorecard.

  1. Select a level to rate the proposal on a specific criterion.

Select a level to rate the proposal on a specific criterion.

  1. You'll need to choose a rating for every criterion in order to submit your evaluation. You can select Not sure if you can't choose a rating.

  1. When you select a level, you can add comments to explain the rationale for your rating.

When you select a level, you can add comments to explain the rationale for your rating.

  1. Scroll down to the bottom of the evaluation panel to leave overall comments on the proposal.

Scroll down to the bottom of the evaluation panel to leave overall comments on the proposal.

Note: Your ratings and comments will not be automatically saved. If you leave or refresh the page, you'll lose your ratings and comments.

  1. Click Save evaluation (if you're a Lead) or Submit to Leads (if you're a Commenter) to submit your scores & comments. In either case, your evaluation will never be shared directly with innovators, only with your review team Leads.

Analyzing Review Team Feedback (for Leads)

  1. If you're a Lead, you'll see a rollup of scores from your review team for each proposal. Hover over green or gray badges to learn what they mean.

If you're a Lead, you'll see a rollup of scores from your review team for each proposal. Hover over green or gray badges to learn what they mean.

  1. Click View comments to view written feedback from your review team, alongside additional details.

  1. When the panel opens, you'll see an overall weighted average, along with average scores for each criterion.

When the panel opens, you'll see an overall weighted average, along with average scores for each criterion.

  1. Click Comments to expand the panel for the overall rating and each criterion.

  1. Each criterion will show the distribution of ratings, alongside written commentary.

Each criterion will show the distribution of ratings, alongside written commentary.

Note: To avoid skewing results, Not sure ratings are excluded from score calculations.

  1. You can reorder and filter proposals to make analysis of advanced scorecard feedback easier. Click the Sort button to access sorting options for proposals.

  1. Sort by Overall team score to see the current highest scoring proposals at the top of the list of proposals.

  1. Click the Filter button to access filter options for proposals.

  1. Select Show only criterion leaders to view only the proposals currently scoring highest for each scorecard criterion.