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.
- Cascading by data (one KPI contributes to another through its performance).
- Cascading by context (one KPI or initiative is related to another).
- Automatic cascading by perspectives.
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:
- Open the source scorecard, switch to the
KPIs tab
- Select a source item and copy it (menu Tools > Copy Indicator)
- Open the recipient scorecard and select a recipient item
- Add connection (menu Tools > Paste Indicator)
- 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:
- Go to the
> Strategy Workspace > My Scorecards
- Drag and drop the Source scorecard to the Recipient scorecard
The software will match the perspectives in the scorecards by their names and align them automatically:
Use the Weight property on the Performance tab to show the different impact of the low-level scorecards on the high-level scorecard:
Dependency Tree
To view the dependencies between cascaded scorecards:
- Select the previously imported indicator
- Switch to the Data tab
- Click on the Data source button next to the Value field:
- The dependency tree will be displayed.