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
- Go to the KPI tab
- Select a parent item
- Click on the New Item button on the toolbar
- 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