Overview of Balanced Scorecard Designer functions

Introduction - Functions Overview - Purchase Program

Overview

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.

• 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.

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

• 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:

• 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).

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.