Align Scorecards, Goals, Indicators or Initiatives in BSC Designer

Learn how to align or cascade strategies in practice. Connect goals and KPIs across various scorecards.

Learn more about the role of cascading in strategic planning.

To cascade a strategy in BSC Designer, use alignment by perspectives, goals, KPIs, or context.

Alignment by Goal / KPI / Context

To align scorecards manually:

  1. Open the source scorecard, switch to the KPIs tab
  2. Select a source item and copy it (menu Tools > Copy Indicator)
  3. Open the recipient scorecard and select a recipient item
  4. Add connection (menu Tools > Paste Indicator)
  5. Click the Link by data or Link by context button

The contextual connection will be displayed for both items on the Context tab.

Alignment by Perspectives

To align scorecards automatically:

  1. Go to the > Strategy Workspace > My Scorecards
  2. Drag and drop the Source scorecard to the Recipient scorecard

A number of aligned strategy scorecards connected by perspectives

The software will match the perspectives in the scorecards by their names and align them automatically:

The functional level scorecards are aligned with corporate level scorecard by perspectives

Use the Weight property on the Performance tab to show the different impact of the low-level scorecards on the high-level scorecard:

Adjust weight of perspective to reflect different impact on overall perspective

Dependency Tree

To view the dependencies between cascaded scorecards:

  1. Select the 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.