Alerts in BSC Designer
scorecards help communicate strategy across the company. This
communication works on a strategic level with the help of a strategy
map, as well as on an operational level via metrics and initiatives. On
the operational level it is important to learn on time about important
changes. The "Alerts" tab in BSC Designer is helpful for this purpose.
With the "Alerts" function in BSC Designer you can sign up to receive
- Indicators that were performing poorly or have got
into the red zone,
- New initiatives added or,
- An approaching update deadline for an indicator.
BSC Designer Online
have an "alerts" function working properly, you need to have an account
in BSC Designer Online. The desktop version of BSC Designer connects to
this account to obtain information about your team members and to send
them out notification emails.
Creating a new alert
Let's pass through the steps needed to create a new alert or to modify
an existing one.
- Go to the "Alerts" tab and click "Add alert" button.
The settings available for the new alert will be displayed below.
the "General settings" tab you can choose the name of a new alert and
choose if you want this alert to be applied to the whole scorecard
project or to the specific indicator only.
On the "Event" tab you can select the reason to generate an alert.
Three options are available here:
on the change of KPIs' value" option allows monitoring the
value of an indicator. You can choose to have:
- A notification about any change of indicator's
- A notification about the value of an indicator in
the specific interval, or
- A notification when the indicator's stop light
- An option "Alert
on new initiative added"
can be used to notify all of the members of your team about a new
initiative that was aligned with an indicator. Learn more about various
types of initiatives in the respective section of the manual.
- The "Update
can be generated when an indicator's update deadline is approaching or
was missed. It is useful to monitor the state of all indicators to make
sure that all of the values are up to date.
- On the "Notification"
tab you can select those members of your team who will receive an
can choose if you want BSC Designer to send a notification right away
or wait for some time and aggregate several events into a single
- A manager can have
weekly aggregated reports with important notifications about indicators
in the red zone and indicators that were not updated on schedule.
employees could also receive immediate notifications about new
initiatives, tasks and feedbacks that were aligned with an indicator.
a business scorecard project you can have as many alerts as needed that
will keep your team informed in different ways. The result of using
those alerts is that you will be addressing all of the problems
proactively, thus preventing big business performance issues. You will
never again face a situation that some indicator was not updated for
months, or that an indicator in a red zone was not attended to properly.