Scorecards Cascading or Alignment in BSC Designer

Connect goals and KPIs from different scorecards. Learn how to align goals with each other.

Learn more about the role of cascading in strategic planning.

To cascade a scorecard in BSC Designer, copy and paste one of the goals/KPIs between two scorecards. When pasting item, the software will suggest copying data or linking data.

To link two scorecards:

  1. Open Source scorecard, go to the KPIs tab
  2. Select any item and copy it (menu Tools > Copy Indicator)
  3. Open Recipient scorecard
  4. Select an item that will be a recipient of the link
  5. Paste data (menu Tools > Paste Indicator)
  6. The software will suggest two options: click Link data button

To open the source scorecard:

  1. Select previously imported indicator
  2. Switch to the Data tab
  3. Click on the Data source link

To view the dependencies between cascaded scorecard:

  1. Select previously imported indicator
  2. Switch to the Data tab
  3. Click on the Data source button next to the Value field:

    4. Data source button

  4. The dependency tree will be displayed.