Contents 

BSC Designer - Introduction
BSC Designer Manual
Product overview
Building scorecards
Adding categories and indicators
Changing indicator details
Indicator and category formula
Ignoring indicators
Balancing trees
Custom measure units
Building custom formulas
Indicator update interval
Key Risk Indicators
Strategy
Strategy maps
Strategy map with KPI
Print strategy map
Mission and vision
Business Goals
External values
Project check in/out
Linking to external scorecards
SQL-powered indicators
Link KPI to certain Excel cell
Data source in XML or JSON formats
Import Values
Export Values
Edit Values
Scorecard reports
Excel reports
HTML reports
HTML overview reports
Dashboard reports
PowerPoint reports
Progress and Performance
Time points
Stoplights
Diagrams and charts
Adding comment to a diagram
Grouping data by time periods
Indicator Analysis
Initiatives and Attachments
Alerts and notifications
Project properties
Command line
Technical support
Common questions
AKS technical support

BSC Designer - Online Manual

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Balancing a Tree in a Balanced Scorecard

 

Introduction - Functions Overview - Purchase Program

Balancing Tree

The idea behind tree balancing is the balancing of indicator and category weights.

The weight allows specifying the relative importance of the indicator or category.

  • For instance, if indicator A has a weight of 3 and indicator B has a weight of 7, then we know that B is two times more important than A.

Another rule is that the sum of all weights on the same level and within the same category must be 10. Of course, it might be 100 or 10000 or 5, but it has been found that to get the best results in representing the relative importance of the items, it is better to specify weights on a 0-10 scale.

Changing weights

If you click on any category or indicator, you will see the setting panel below. You can change the weight from 1 to 10.

Category or indicator description

What if you have tree indicators - A (weight 2), B (weight 5) and C (weight 7) - within the same category? The sum of the weights is more than 10.

If the sum of the weights is more than 10 (or if it is less than 10), you should change the weights to comply with the weight sum rule. You have two options to do this:

  • You can change the weights manually;
  • You can select the Balance Tree Balance strategy tree command in the Strategy Tree menu.

In fact, you have a third option: you can leave the weights as-is, but in this case, the total performance value might be more than 100%.

   
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