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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Overview of BSC Designer functions

 

Introduction - Functions Overview - Purchase Program

Overview

General Toolbar

BSC Designer Toolbar

The toolbar provides you with several main functions:

  • New, Open, Save buttons for a Balanced Scorecard project;
  • Use the Initiatives button to attach an initiative document to the indicator or category;
  • Use the Update button to update data from SQL indicators;
  • Cut, Copy, Paste category or indicator; items can also be copied as text, as in the Edit menu;
  • Undo or redo operations.

Categories and Indicators Toolbar

Categories and Indicators in BSC Designer

  • Buttons to create and delete categories;
  • Commands to create and delete indicators related to categories;
  • Commands to create imported or SQL indicators;
  • Move category/indicator up or down buttons.

A special button Update Info panel activates "Update info" panel, that allows to enter update interval for indicators.

Report Toolbar

BSC Designer Reports

The reports toolbar includes

  • the command "Go to the current date";
  • Navigate through time points with the calendar;
  • Delete time points;
  • Open charts window;
  • A HTML report button helps to generate HTML reports with data tables and charts;
  • An Excel Report button for generating reports in MS Excel; in addition, a report can be generated using the command line interface;
  • Generate a dashboard report.

Strategy Tree

BSC Designer Strategy Tree

  • The Strategy Tree represents categories and indicators within categories.
  • Each category has a weight and performance values.
  • Each indicator has a current value (before "->"), target (after "->") and relative weight value.

Example:

  • The Metric "Response Time (50->100, weight = 6)." This means that the metric "Response Time" has a relative weight of 6 out of 10 and a current value of 50 (if you click on it you will see the measure, %), and the target value is 100.

Common information

For a category or indicator, you can have the common information changed. The common information includes:

BSC Indicator Properties

  • The name of the category or indicator;
  • The description or category.

Indicator information

The edit fields represented below will appear only if you are dealing with an indicator (and not a category).

BSC Indicators Information

You will be able to specify the current value of the indicator ("Value" field), the measure units (% or Score), and the Min and Max values.

You can set your performance increase strategy:

  • If you need to maximize the current value to the max value, for instance, if you measure the efficiency of support in terms of the "first-call resolution rate," then use the maximize optimization. In this case, the "Max" label will be highlighted in bold.
  • If you need to minimize the current value to the min value, for instance, if you measure the performance of manufacturing in terms of "items with defects," then use the minimize optimization. In this case, the "Min" label will be highlighted in bold.

Optionally, you can put down the description of your measurement method, units, and targets in the "target description" field.

More about indicator details.

   
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