Manage Goals and KPIs in BSC Designer PRO

Manage the KPI scorecard in BSC Designer. Automate all of the calculations taking into account targets, leading and lagging indicators.

Create a New Indicator/Goal

  1. Go to the KPI tab
  2. Select a parent item
  3. Click on the New indicatorNew Item button on the toolbar
  4. Use the tabs below to adjust the created item

General Tab

  • Name - the name of the indicator
  • Description - a short description of the indicator
  • Measure - measure units that correspond to the indicator
  • Initiatives - action plans for the item
  • Owner - the users responsible for this business goal or indicator

Data Tab

  • A stop-light is linked to the performance (click to customize)
  • Value field - the value for the indicator associated with the date selected in the internal calendar
  • Data source button - access data sources for an indicator
  • Baseline and Target - a scale for the progress* calculation
  • Min and Max - a scale for the performance* calculation
  • Simple mode - a checkbox to hide/show the min and max fields

* The calculations of the performance and weight are explained in Scorecard and KPIs 101.

The Value drop list defines how the value of the goal is calculated; for example, it can be:

  • Weighted average of the values of the child indicators, or
  • Self-standing when the software won't take into account child indicators

Performance Tab

  • Weight - importance of the indicators compared to other indicators aligned with the same goal
  • Optimization - the mathematical function that BSC Designer uses to calculate the performance
  • Raw data - disables performance calculation for the indicator

The Performance drop list defines how the performance of the goal is calculated. For example, it can be:

  • Weighted average of the performance of the child indicators, or
  • Self-standing when the software won't take into account child indicators

The software calculates leading and lagging performance of the goal using the data of the aligned indicators.

Context Tab

  • Glyph 1 and Glyph 2 - select a glyph for the indicators on the strategy map
  • Indicator type - select whether the indicator is a Leading or Lagging one in the context of the business goal
  • Strategic theme - changes the color of the goal on the map