BSC Designer Online - Balanced Scorecard Software
Use BSC Designer Online to create a Balanced Scorecard with KPIs, strategy maps, and dashboards.
Try BSC Designer Online during the 30-day trial period. No credit card is required. Free Balanced Scorecard examples and templates will demonstrate to you all of the features and benefits of BSC Designer Online.
Get start with a template
. Use BSC Designer Online to follow the Balanced Scorecard approach using a real template with a strategic objectives and strategy map, not just with some KPIs. Read more...
Below is a review of the most important functions of the BSC Designer.
. BSC Designer Online provides all of the means necessary for the management of KPIs. Assign value, baseline, target, add measure units and initiatives. Read more...
Import data for KPI
. For the proper usage of the Balanced Scorecard one needs to fill it with fresh data regularly. Import your data from MS Excel or from SQL database. Read more...
. Strategy maps give a big picture of where your business is moving. Create strategy maps, put on the strategy map your business objectives. Read more...
. The visualized data gives more insights about possible improvement of the performance. Find a range of charts, diagrams and reports. Read more...
. Your scorecard has grown? When you need to cascade your Balanced Scorecard, organize the team work with BSC Designer Online. Read more...
. Need to be informed when someone adds a new action plan, adds a report or when the KPI appears in the red area? Use the alerts function of BSC Designer. Read more...
. Need to share your Balanced Scorecard with colleagues, partners or show it to the World? Find flexible opportunities to share a scorecard. Read more...
Account Setup in BSC Designer Online
Setup an account in BSC Designer Online, change logo, add currencies for the initiatives, backup and restore data.
Before buying any subscription we do recommend for all potential users to test BSC Designer Online during the free 30-day trial period. For the trial period we don't ask for a credit card details.
Switching to the Paid Account
Once the product was carefully evaluated a user can get a quote and buy a required subscription plan using the online price calculator. The calculator will ask for the required number of power users and preferred billing cycle.
Once the order is finalized you will have an activation code. Follow these steps to enter it into BSC Designer Online:
- Login into your account (you can use your trial account or create a new one)
- Click Settings on the top, select Subscription tab
- Copy into the text box the Credit ID that you have (it starts with "crd-" and ends with "-kpionline")
- Click Activate button
Any time in the Subscription section you can check out the subscription details.
A security copy of the BSC Designer Online database is created regularly. You might be required by the security regulations of your company to do additional backup copies of your data. Follow these steps to do a backup of your account:
- Login into BSC Designer Online
- Go to the Settings section
- Select Backup tab
- Select there Backup scorecards and groups to backup the data from your account, or Restore scorecards and groups to restore from a previously saved backup.
Please note: these additional backups need to be stored locally and are not saved on BSC Designer Online server. Additionally, you might want to turn on the log of user activity in your account.
Changing Account Logo
Among the first steps after the account was created, you might want to change an account logo to the logo of your company.
- Go to the Settings section
- Select Logo tab
- Click Choose file and then Save to apply changes
Click Browse to select a logo file and submit to finalize the process. Please note: you might want to resize your logo before uploading to fit 189x39 pixels rectangle, otherwise it might look too small/big.
Planning strategy for different regions might involve local currencies. To setup local currencies:
- Go to the Settings section
- Select Currencies tab
In the Currency tab:
The new currencies will be available:
- Use the Add button to add a new currencies
- Use the Refresh All button to obtain current exchange rates
- Use the Edit button to edit currency exchange rate manually if required for the accounting purposes
- The currency marked as a default will be used as a base currency for the calculations of the totals in the Budget report
- For the Budget initiatives (KPIs > Initiatives > Add Initiative > Budget)
- For the Budget report (Report menu > Budget and Duration Report)
- As a measurement unit for a KPI (KPI > "Measure" drop list)
Getting Started with an Account
Here are some recommended steps to get started with an account:
Once you reviewed main features using example scorecards, try all the functionality on your own:
Get Started Using Free Balanced Scorecard Templates
Use free Balanced Scorecard templates available in BSC Designer as a starting point for a new scorecard with KPIs and strategy maps.
How to Use a Balanced Scorecard Template
Here are the steps to use a Balanced Scorecard template.
- Log into your account. If you don't have one, create a free test account
- Click the New Scorecard button
- Select a template from the More templates... list
- Click the Create button
Review and Customize a Template
The template is now in your account. Now it's time to review what you have and customize it according to your needs.
- Go to My Scorecards section and click on the scorecard to open it, wait until BSC Designer Online loads all the data
- You will see the interface of BSC Designer Online and its main toolbar:
- Click on the KPIs tab to review the KPIs that exist in the scorecard; with this tab you can:
Finally, switch to the Strategy map tab, here:
- Modify existing KPIs or create new ones
- Enter performance data into the KPIs
- Align initiatives with KPIs
- Create a link to the KPIs in other scorecards
- Learn more about working with KPIs.
- You can see a "big picture" of your business strategy
- Business goals, KPIs, initiatives, and the cause-and-effect logic is represented visually
- Learn more about working with Strategy Maps.
The scorecard is ready, feel free to add more KPIs, business goals, build your own dashboard, or set up alerts.
Check out "Get Started" in the user manual for more information.
Organize Your Scorecards into the Folder Structure
Organize scorecards using folders, create a new scorecard, change its description, share it with colleagues.
In the organization structure one can:
- Create and manage organizational groups
- Create and manage scorecards
- Use Share function to assign user rights
- See the performance charts for the root KPIs
Manage Power and View-Only Users in BSC Designer Online
Involve members of your team in strategy planning and execution. Learn the difference between Power and View-only users.
To add additional users to an account:
- Go to the Users section
- Click the Add user button
- Enter required details:
- Press Save button
Power and View-only Users
An administrator can add additional Power or View-Only users to the BSC Designer account:
- Power users can access and modify scorecards, enter new data into KPIs, while
- View-Only users can only view data that was already entered by other users and access dashboards and strategy maps that already exist in the scorecard.
The number of power users depends on the subscription that was bought. Check out the number of power users allowed in your account in Subscription section.
Account administrator can adjust access rights of the power users using additional options:
Access rights can be further customized using "Sharing" function.
- Restrict user rights to data input only (power user will be able to change the Value field of the indicator only)
- Allow change of the historical values (power user can change data before the current update interval)
Security regulations in some companies require the software to log the activity of all users. BSC Designer Online allows the administrator to turn logging function on:
- Go to the Users section
- Click the Logs button
- Click the Settings button
- Select events that you need to log and click Enable logs.
- The logs will be displayed in the Logs section.
Giving Access Permissions to the Scorecards and KPIs
Share scorecards with your team. Give access to the selected groups, whole scorecards, or specific indicators.
Adding Access Rights
Follow these steps to give a user a new access rights.
- Go to the My Scorecards
- Select the group or the scorecard that you want to work with
- Click on the Share button on the toolbar:
- On the Share page select the rights that you want to assign to the user and click on the Next button.
- Find the user that you want to work with. Next to the user's name find the type of access that you want to give to the user and click on the Grant button.
Users who have access to this scorecard will now see it in their account in an organizational structure.
Revoke Access Rights
To revoke access rights follow the steps 1-3 as described above.
- Go to the Active permissions tab
- Next to the user's name press the Revoke button
With BSC Designer Online you can make a public scorecard. To give public access on the step 5 find Public user and give that user required rights.
Access by Email
In some cases you might want to give an access to the person who is registered with BSC Designer Online, but is not linked to your account. In this case on the step 5 use section Grant rights for email, and specify the email of the person.
Scorecards Cascading or Alignment in BSC Designer Online
Connect goals and KPIs from different scorecards. Learn how to align goals with each other.
- Make sure you have two scorecards (Parent and Child) in your account and those scorecards have some KPIs
- Open Parent scorecard
- Go to the KPIs tab
- Click Add... button and select New Imported Indicator option
- In the Source document drop list select Child document:
- In the Item for Import drop list select a KPI that you want to link to
- Click OK to close the dialog
- A new KPI will appear, the value of that KPI will be linked to the value of the Child scorecard
Managing Key Performance Indicators (KPIs) in BSC Designer
Create new KPIs, adjust their settings, input KPI data, specify measurement scale, and optimization function.
Creating a New KPI
Select an indicator that will be a container for a new KPI. Use Add... button on the toolbar to create a new indicator. The software will show several options:
- New item - create a new goal or a new indicator with data entered manually, via Excel, or via formula.
- New imported indicator - create indicator linked to another indicator
- New WebSQL indicator - create indicator that is powered by external SQL data source
Manual Data Entry
To enter data manually follow these steps:
- Select or create any indicator
- If needed change an update interval
- Select appropriate date in the calendar
- Enter a new numeric value into the Value field
Alternatively, you can select any indicator and click onto the Values Editor button on the toolbar.
The Properties of an Indicator
Select any indicator in the list of KPIs. The software will display properties of the indicator below.
- Name. The name of the KPI. Try to keep it short and meaningful, don't overload it with details, and put the details into the description field.
- Icon. Next to the Name field there is KPI's icon. You can change it by clicking on the icon image.
- Description. The description field is for additional information about the KPI; it might be information about the measurement method.
- Measure. Use this list to choose one of measurement units that is applicable to the KPI. If there is no measure that fits your needs click the button on the right from the Measure drop list to add a new measure.
- Value. The value field displays the current value of the KPI for the date selected in the calendar. The button next to the "Value" field allows to create indicators with custom formulas.
- Max and Min values determine the minimum and maximum possible range for a value. Whereas baseline and target values show your working interval. Normally a baseline is a starting value and the target is a value that you wish to achieve.
- Simple input mode. For some indicators the Baseline is always equal to Min value and the Target is always equal to Max value. Check this checkbox and the software will show only the baseline and target fields.
- Weight. The relative weight of the indicator shows how this indicator is important compared to other indicators in the same container. The weight is taken into account when the performance of the container is calculated.
- Optimization. What do you want to do with the value of a KPI? Would you like to minimize it (for example like a turnover of employees in a company) or you'd like to maximize it (for example profit value). Choose the appropriate optimization. If the dependency is not as simple as just a line function, you can enter a custom formula into BSC Designer Online that the program will use to calculate your performance and progress. To do this, click on the Edit button next to the Optimization drop list.
- Raw data indicator. Some indicators on the scorecard are just data storages that are not supposed to have a performance or progress. Check this checkbox and BSC Designer won't take this indicator into account when calculating the performance of the scorecard.
Respectively to the max/min pair the performance of the KPI is calculated using the formula: Performance = (Value - mn) / (mx - mn). Respectively to the baselines/target pair the progress of the KPI is calculated: Progress = (Value - Baseline) / (Target - Baseline).
- Indicator type. The type of indicator is defined in the context of its container. Lagging indicators contribute to the calculation of higher level items.
Leading indicators are used for local calculations only.
- Glyph 1 and Glyph 2. Glyph settings for the indicator on the strategy map.
Stop-lights are cycles of different colors that are displayed next to the performance and progress values.
The stop-lights help to quickly identify the state of the indicators.
Stop-light colors can be customized for an indicator:
- Open a scorecard in BSC Designer Online
- Go to the KPIs tab and select an indicator
- Select Stop-lights settings in Tools menu
- Enter new values for the stop-lights, check the Enabled checkbox and click OK:
Managing Goals or Containers for KPIs in BSC Designer Online
Create business goals (or containers for the KPIs), adjust their settings, quantify them with leading and lagging indicators.
To create a container:
- Select an indicator and create a new indicator inside using the Add... button on the toolbar. The selected indicator will become a container.
- Drag and drop to place any existing indicator into another indicator, and the target indicator will become a container.
Choose any container indicator to display its properties. Most of the settings will be exactly the same as for the KPI, but there are two properties specific for a container:
- Performance - use this property to tell the software how the "Performance" of the container should be calculated.
- Value - use this property to tell the software how the "Value" of the container should be calculated.
The following options are available for the "Performance:"
- Weighted average - the performance of the container will be calculated as an average of the performance values of the contained KPIs taking into account their weight.
- Average - the performance of the container will be calculated as an average of the performance values of the contained KPIs
- Max, Min - the software will find the max (or min) performance of the contained KPIs and will use it for the performance of the container
- Sum - the performance of the container will be calculated as a sum of the performance values of the contained KPIs
- Self-standing - the performance values of the contained indicators won't be taken into account; the performance of the container will be calculated using its own value, min, and max values
The following options are available for the "Value":
- Weighted average - the value of the container will be calculated as an average of the values of the contained KPIs taking into account their weight.
- Average - the value of the container will be calculated as an average of the values of the contained KPIs
- Max, Min - the software will find the max (or min) value of the contained KPIs and will use it for the value of the container
- Sum - the value of the container will be calculated as a sum of the values of the contained KPIs
- Self-standing - the values of the contained indicators won't be taken into account; the value of the container will be entered manually by user
- Performance - the software will use the performance of the container for its value field
Initiatives for the KPIs and Business Goals
Learn how to align initiatives (action plans), persons responsible, budgets with KPIs and business goals in BSC Designer Online.
In the list of KPIs, there is a column Initiatives. Click on the button in this column to access initiatives for the KPI.
Initiatives for the KPIs have the following properties:
- Name of the initiative.
- Date associates an initiative with the date (is used on dashboard charts).
- Description for the initiative; it can also be assigned to a specific date.
- Duration and Budget are useful when you need to specify time and finance resources.
- Person responsible option allows to specify the person who will receive email notifications about this indicator. This person should be registered as a user of BSC Designer Online under your account.
- Document list - here you can add a link to any document with a detailed action plan. Normally users put a link here to a Word document located in some online file storage, such as Dropbox or Google Drive.
Advanced KPIs Properties in BSC Designer Online
Use advanced functions for KPIs: specify update interval, define values grouping, change value inheritance and stop-lights properties.
Customize Columns of KPI Table
Use the Columns setting in BSC Designer to customize columns of the KPI table according to your needs.
- Open any scorecard
- Select the Columns command in the Tools menu
- Select columns to display
For any KPI on the scorecard an update interval can be adjusted:
- Select a KPI
- Click Values Editor
- Find Update interval type settings:
- Select required update interval and click OK
- In the Update Interval dialog you can use the Select indicators option to change update interval for many indicators at once.
- It is possible to change the update interval that the software uses by default for the new indicators, do this via menu Tools > Default KPI update interval
Value inheritance defines whether the software will use previous values for the new dates, or if it will use only entered values.
For example: there is a value of 21% for a KPI for September 1. Then user selects September 5th in the calendar.
- If the inheritance is active the software will display 21% as a value for September 5, and will calculate the performance;
- If the inheritance is disabled the software won't display any data for September 5, and won't calculate the performance;
To adjust inheritance settings:
- For specific indicators: select an indicator, click onto the Values Editor button on the toolbar, use the Values inheritance option.
- For global settings: select Values inheritance in Tools menu.
BSC Designer allows grouping data by time periods.
The way the software groups the data is defined individually for each indicator via the Group by option. To adjust the Group by option:
- Select an indicator
- Click onto the Values Editor button on the toolbar
- Use the Group by drop list.
Importing Data into the Scorecard from Excel Spreadsheet
Learn how to import into a scorecard the performance data for KPIs. Learn to use importing profiles.
Import from MS Excel Spreadsheet
1. Go to your account in BSC Designer Online. Open a scorecard where you want to import some data.
2. Go to the KPIs tab.
3. Click on the Tools menu, select Import Indicator Values option.
4. Select Import from MS Excel document. Optional: reuse previously saved import profiles from the Load settings from profile: drop list.
5. Click the Next button.
6. Upload MS Excel file. You can use this example Excel project.
7. BSC Designer reads the file and shows the list of available spreadsheets. Choose a spreadsheet from the list and click the Next button.
8. On the next step mark the column that contains values, the column that contains dates, the column that contains target values (if any), and so on.
9. Click the Next button to preview the results.
10. To reuse this import profile later check the Save settings as ... check box. Click the Finish button to finalize data import.
- Date is not recognized. Dates might be represented in PC using different formats like yyyy-MM-dd (2016-10-23) or dd MMM yy (23 Oct 16). BSC Designer is able to recognize most formats, but sometimes you might need to specify date format manually. To do this use the "Date format" drop list. Use one of predefined formats; advanced users might want to define their own format (format guidance).
- I'm using import profile and the data is not correct. Most likely you have updated the structure of your Excel Spreadsheet, so BSC Designer cannot recognize columns and rows according to the information saved in a profile. Do a manual import once again and create a new import profile.
- I see data on preview step but I don't see it on KPIs tab. If the data was displayed correctly on the "preview" step it means that BSC Designer has recognized the data and its formats. Make sure that when you are searching for the data on KPIs tab and that you choose a correct KPI and a correct date in the calendar.
Using SQL Database as a Data Source for the Indicators
Use an external database as a data source for your KPIs. Setup SQL Indicators to access remote database.
Setup SQL Indicator
1. Open a scorecard, go to the KPIs tab.
2. Select New WebSQL Indicator in Add... menu.
3. Enter server name. For a locally installed BSC Designer the server name will most likely be localhost
4. Enter port number. For a locally installed MySQL database the default port number is 3306.
5. Enter database name, access login, and password. Click the Next button.
6. Formulate required SQL query (see some examples below).
7. Click on the Next button to preview the results. Click on the Finish button.
Examples of SQL Queries
BSC Designer expects to receive one value as a response to the SQL query. The received data will be used for the Value field of the indicator.
- %%UpdatePeriodStart%% and %%UpdatePeriodEnd%% - respective starting date of the update interval and ending date
- %%ItemName%% - the name of the KPI as specified in the Name field
- %%date%% - current date selected in the calendar in BSC Designer
Case 1: Indicator is updated daily. There is one value for each date.
select value from datatable where date = %%date%%
Case 2 (most used): Indicator is updated monthly. There are several values for this period in the database that need to be summarized.
select sum(value) from datatable where date between %%UpdatePeriodStart%% and %%UpdatePeriodEnd%%
There are several ways to update data for SQL indicators:
- Click on any date in the calendar - BSC Designer will try to read data for that day; these requests are cached on the level of web browser session.
- Manual update - if you need to refresh data for certain date, use Refresh imported option in Tools menu
- Specify update interval - specify an update interval for an indicator. BSC Designer will update SQL indicator automatically using specified schedule.
Automate Expert Surveys with Data Series Function
Learn how to power indicators with data from surveys and expert interviews using Data Series function.
For example, it's hard to say if a proposed innovation idea is good enough, and how it compares to the alternatives. In those cases, a solution is to survey several experts and use the average of their opinions as an estimated value for the indicator. Data Series function in BSC Designer will help to keep track of such surveys.
Enable Data Series
To enable data series in BSC Designer Online:
- Open any scorecard
- Select indicator that you want to use in the data series
- Select Enable series command in the Tools menu
A new tab Data series will appear.
Groups of Data Series
Data series can be organized into groups.
- By default there is just one group
- Use "+" button to add more groups
For example: use "Innovation analysis" as a group name.
Adding Evaluation Parameters
Survey questions or evaluation parameters are the indicators from a scorecard. Follow these steps to add a new indicator to the data series group:
- Select required group in the Active group drop list
- Click on Add KPI button (a blue button located on the right)
- Select some of the indicators from your scorecard and click OK
A new indicator will appear as a new column name.
Adding Data Series
Data series can be the name of experts that will participate in the survey. To add a new data series:
- Select required group in the Active group drop list
- Click on Add series button
- Enter a new series name (for example, expert's name)
A new data series will appear as a new row name.
Use the data series table to enter performance data.
- Locate a required data series raw (a required expert name)
- Locate a required KPI (a question that you ask the expert)
- Enter the value into the cell (the value is an expert's opinion about the asked question)
Another way to enter data:
- Make data series active (as described below)
- Go to the KPIs tab and select appropriate indicator
- Enter the data in this indicator
Go back to the Data Series tab to make sure that the data was entered properly.
Time Points are Supported
Indicators used in the Data Series are normal indicators of BSC Designer with all of their properties, including time points.
For example: It is possible to capture the survey results for different days and later analyze how the survey score was changing over time.
Calculating Group Results
The group results for all KPIs will be displayed in the last raw.
The data for the group results is calculated using the KPIs' values and their grouping type. You can use KPIs with different grouping type (e.g. average, sum, min, max).
Data Shown in the Value Field
The last column of the Data Series table contains several buttons with caption Active.
- The green button means that this data series is active
- The gray button means that the data series is not active
- To activate data series click on the corresponding gray button Active
The value for the active data series will be visualized:
- In the "value" field for the KPIs that were used in the data series
- In the performance reports
Automate KPIs Data Entry with RESTFul API
Automate data reading and writing for KPIs with RESTFull API. Automate access to your data for 3rd party business tools.
- Documentation. The documentation for the API calls is available here.
- Webhooks. Alerts in BSC Designer can be configured to send out webhooks.
- Limitations. API can be used only by the owner of the account. An account has a limit of 100 API calls per hour per power user.
Find below some instructions that will help to get started.
Before submitting API calls an authorization token need to be obtained. Send the following data to the login endpoint:
the response in JSON format will contain errorMessage and token parameters:
POST /rest/login HTTP/1.1
"email" : "replace_with_access_email_here",
"password" : "replace_with_access_password_here"
Use obtained token parameter in the headers of all other calls to the API:
POST /rest/login HTTP/1.1
Getting IDs for Scorecard and KPI
API calls related to the KPI require the ID of the scorecard and the GUID of the KPI.
Getting Scorecard ID
Scorecard ID can be found using API call or manually. To find Scorecard ID manually:
- Go to the My scorecards section
- Open the target scorecard
- The URL of the scorecard will be something like this: https://www.webbsc.com/s/123456
- The number at the end is the ID of the scorecard
Getting KPI GUID
KPI GUID can be found using API call or manually. To find GUID manually:
- Open scorecard
- Select Tools > Export indicator values
- Follow the steps to get to the Preview export results page
- GUID column in the preview table will contain the GUID of the KPI
Writing and Reading Value Using API
Use KPI Value Controller to write and read data for the KPIs.
- Remember to use token in the header of the requests
- Dates should be in the yyyy-MM-dd format (for example "2017-06-30")
- Data is sent and received in JSON format
- To optimize call numbers use batch calls
- To read grouped, calculated, or inherited values use Grouped Values Controller
Check out the php example of using API.
Create Professional Strategy Maps Automatically
Create strategy maps using data from KPIs tab. Display perspectives, strategic themes, business goals, and KPIs.
Manage Strategy Maps
To view or edit a strategy map you need to open an existing scorecard or create a new one, and then go to the Strategy Map tab.
On the toolbar there is a drop list with all of the strategy maps available in your scorecard:
Next to the drop list there are some buttons that allow adding, renaming or deleting a strategy map.
Generate Strategy Map Automatically
BSC Designer Online can generate a strategy map automatically using information about business goals, aligned KPIs, and cause-and-effect connections between them. To generate a map automatically, create a new map and click the Strategy map placement button:
BSC Designer will suggest for you to select a type of the map that you want to create, and will also allow you to customize map settings.
The interface of the map wizard is divided into several tabs.
Select from several supported visualization styles
- Balanced Scorecard - a modern Balanced Scorecard strategy map with 4 perspectives, business goals, and cause-and-effect links between them
- Overview map - a rectangle-style map with top level KPIs/business goals only
- Map with KPIs - a geographical map where KPIs can be visualized
To use Map with KPIs map follow these steps:
- Create a Map with KPIs using one of the predefined templates (* note, in BSC Designer PRO you can create more templates)
- Go to the KPIs tab and select an indicator that you need to align with a region on the map
- Select Link item to the map in the Tools
- Go back to the Strategy map tab and update your Map with KPIs
A business goal in BSC Designer can belong to various strategic themes. On Display themes tab one can choose the themes that need to be visualized on the current map.
Choose if you want to show all goals, or goals for the selected person responsible only.
Map Display Properties
Various controls on this tab allow the user to customize the appearance of the business goals and aligned items on the strategy map.
Customize the Way Objects Look
BSC Designer uses certain color styles for business goals and KPIs. It is possible to adjust some color settings. Select any object on the strategy map and click Formatting button on the toolbar:
Once you finish editing make sure to click Lock button on the toolbar to let the software know that this object should not be changed when map will be rebuilt:
Another mean to customize the way how the business goals are displayed on strategy map is by customizing color scheme of the strategic themes. To do this go to the KPIs tab, select any business goal, go to the Context tab, find "Strategic theme" drop list, and click Edit button next to the drop list:
Drawing on the Strategy Map
BSC Designer Online provides a wide range of objects that you can put on the map. Click on the Custom objects drop list to see what options you have:
Select an object from the list and click on the strategy map in a place where you want to place this new object.
- Double click onto the new object to enter some text.
- If you need to customize objects' settings such as color, gradient, etc. you need to select an object and click Object properties button.
Text on the Strategy Map
With the Text element you can put a text note anywhere on the strategy map.
To customize text properties such as font size and color, select an element and click the Text Properties button on the toolbar.
You can link two objects using different link types. Select a link type that you need:
move a cursor over a source object, click and don't release a mouse button, move the cursor to the other object, select destination point and release the mouse button.
Send to Back, Bring to Front
Two buttons will help you to organize objects on the strategy map. Use them when you need to move some object to the front or bring it to the back.
Adding Business Objects
You can add business objectives and KPIs to the strategy map.
- Use Add Item button to add a KPI to the strategy map. The software will ask to choose between creating a new KPI and adding a KPI that already exists.
You can double-click on the KPI item or business objective, BSC Designer will find this object on KPIs tab so that you can manage it.
Create Performance Dashboards for the Most Important KPIs
Display performance data on a dashboard in BSC Designer. Add new charts, create several dashboards, filter data that you need to see.
To access the dashboards follow these steps:
- Log into your account at BSC Designer Online
- Open any scorecard
- Go to the Dashboard tab
Creating a New Dashboard
Any scorecard in BSC Designer Online can include several performance dashboards. Using the toolbar on the Dashboard tab you can:
- Switch between dashboards available in the scorecard:
- Add new dashboards
- Rename existing dashboards
- Delete dashboards
- Add charts to the dashboards:
- Export dashboard as a picture file
Adding a New Chart to a Dashboard
To add a new chart to a dashboard follow these steps:
- Open any scorecard, go to the Dashboard tab
- Click the Add... button on the toolbar and select Chart option.
- Choose an indicator that will be used as a source of the chart data. Pay attention to the Display for item selected on KPIs tab checkbox:
Select chart type from the drop list
Select if you want to visualize on the dashboard Value, Performance, or Progress
Click OK to finalize the process
- If this checkbox is checked, then the indicator that is currently selected on the KPIs tab will be used as a source of the data
- If the checkbox is not checked, then the software will ask you to select an indicator with the source data
With the Add... menu it is also possible to visualize on the dashboard other objects from the scorecard:
Adjusting Chart Properties
In BSC Designer Online it is possible to move and resize charts according to your needs.
To delete a chart:
- Hover over the chart
- Click on the red cross icon that will appear
To resize a chart:
- Move mouse pointer to the edge of the chart
- Press mouse button, resize chart as needed
- Release mouse button
Some charts (for example, a Time chart) can be customized additionally.
- Move mouse pointer over the chart
- Additional control will appear
- User "gear" button to customize chart, for example to change the period of time visualized on the chart
Performance Analysis and Forecast for KPIs
Find the best performing indicators, biggest gain or loss, predict indicator value, and detect indicators that were not updated on time.
How-to use Analysis Function
Here is a general approach to using the analysis functions in BSC Designer Online:
- Open a scorecard in BSC Designer Online and go to the Analysis tab
- Choose the analysis type that you want to use:
- In the list of indicators some columns will support order sorting, click on them to change sorting order:
- Options below allow to adjust time interval for the analysis as well as other settings
Here are the supported analysis types in BSC Designer Online:
- Performance - find best/worst performing indicators
- Progress - find indicators with highest/lowest progress
- Absolute weight - find indicators with the highest/lowest impact on the scorecard performance
- Forecast - do a linear forecast of indicator's value that is expected to be achieved for a certain date, or forecast a date when certain value will be achieved
- Update time - list indicators and their update dates, find indicators that were not updated on time
- Biggest gain/loss - find indicators that were the biggest gain/loss (can be applied to "value," "performance," "progress") over a period
Performance Reports for KPIs, Goals, and Initiatives
Generate reports with various views on scorecard performance: overview, action plans, costs of strategy.
Generate a Report for the Scorecard
To generate a report please follow these steps:
1. Open a scorecard
2. Select Report menu and select one of the options:
- Export to HTML - a report with all the details about your KPIs and their performance
- Export to Excel - a live (with formulas and calculations) copy of the KPIs from your project presented in MS Excel
- Goals and KPIs Report
- Cost of Strategy - a summary of all initiatives with budget and duration data
- Efforts vs. Results - a report with leading and lagging data
- Action Plan - a report with goals, initiatives, and persons responsible
- Customize - use this option to create your own reports.
3. Follow the link to open a generated report.
Any HTML report can be converted into an Adobe PDF document using any of free PDF printers available.
Charts in BSC Designer Online
To access charts and diagrams in BSC Designer Online open a scorecard, go to the KPIs tab and select any container or indicator. The chart element is displayed on the right.
Besides having a chart you have several drop lists.
- Group by has two drop lists that define information reporting interval (by day, by month, etc.) and summary type (average, sum, etc.)
- Chart type - select the chart that you want to display right now
- Leading/lagging - select to display leading or lagging part of the data (available for containers only)
Details about Charts and Diagrams
BSC Designer Online supports several types of chart.
- Time chart. The chart shows how the value of the KPI changes over time. On the chart, the baseline and target values are displayed as well.
- Gauge diagram. Displays the values of the KPI for the date selected in the calendar. The baseline and target values are displayed as well.
- Optimization. Refers to the formula that is used to calculate the performance.
- Performance and Progress. These charts show how the performance and progress value for the selected KPI are changing over a period of time.
- Pie. A Pie diagram is useful when you need to compare the performance of several KPIs in one container or in several top container.
- Values. Values table shows a date and respective KPI value for these dates.
- Weight. This chart shows the weights of all KPIs within a selected container.
Setup Email Notifications and Webhooks for KPIs
Setup alerts and notifications to keep your team informed about important changes of KPIs. Use webhooks to integrate with 3rd party systems.
Access Alerts in BSC Designer Online
To access alerts in BSC Designer Online:
- Open any scorecard
- Go to the Alerts tab
- Click the Add alert button
- Select required settings for an alert and click OK
Change alert settings according to your needs:
- Name - a name for the new alert
- Apply to... - apply alert to the whole scorecard or only for some specific KPIs in your scorecard
- Alert type - decide what would be an event that will trigger an alert notification
- Who will receive an alert - click the Add button to select users that need to get this alert
- Max alert send frequency - define how often you want to get an alert
Alerts in BSC Designer can be configured to send out notifications as a webhook in JSON format.
To create a webhook URL:
- Log into your account
- Go to Settings > Webhooks
- Click Add to add Webhook URL
To use a webhook:
- Open any scorecard
- Go to the Alerts tab
- Create a new alert
- Select the name of webhook for the Who will receive an alert option