Create a Simple KPI Scorecard using BSC Designer
Create a simple strategy scorecard step by step. Add goals, set up indicators, and create initiatives.
- Create a strategy scorecard.
- Decompose high-level objectives into specific goals, KPIs, initiatives, and risks.
- Set up indicators (leading/lagging).
- Set up action plans or initiatives.
- Generate a strategy map automatically.
- Align or link two scorecards.
Learn more about the Balanced Scorecard framework.
Create an empty scorecard
Login to your account or sign-up with a free plan.
- Select
> Strategy Workspace > My Scorecards
- Click New > New scorecard
- Create a blank scorecard or use one of the templates
Add a new goal
Goals are containers for indicators.
- Select Customer perspective
- Click Add button on the toolbar
- Specify the name of the goal in the Name field (example: "Improve quality of the product")
Add lagging indicator
Make the goals more specific by quantifying them with indicators.
- Select the goal created on the previous step
- Click Add button on the toolbar
- Specify the name of the indicator in the Name field (example: "The number of problems reported")
Set up indicator
Select an indicator and use the tabs below to adjust its settings.
General tab:
- Specify description, owner, measurement units
Data tab:
- Enter baseline, target, current value (used to calculate indicator's progress)
- Click the Values editor button for advanced settings - update interval, inheritance, grouping of the indicator
- Use the Data source button to automate data input via Excel, databases, RestFULL API
Performance tab:
- Adjust the performance function (typically maximization or minimization)
- Specify the relevant weight of the indicator compared to other indicators in the same branch
View tab:
- Change the glyphs used on the strategy map for the indicator
- Change the strategic theme
Context tab:
- Change the type of indicator (leading or lagging)
Create leading indicator
Leading indicators are aligned with success factors and quantify efforts.
- Click the Add button to create a new indicator
- Specify the name of the indicator in the Name field (example: "% of reviewed processes")
- Switch to the
Context tab to change the type of indicator to leading
Add Initiatives
Formulate action plans or initiatives for the goals.
- Select a goal or a KPI.
- Click Add > Add Initiative on the toolbar.
- Specify the budget, timeline, progress indicators, and dependencies.
Add Risks
Define risks in the context of a business goal or KPI.
- Select a goal or a KPI.
- Click Add > Add Risk on the toolbar.
- Update the risk probability and impact indicators.
- Update the risk mitigation plan.
Strategy map
A strategy map is created automatically using the data from the KPIs tab.
- Switch to the
Strategy map tab
- Use the
link button on the toolbar to connect two goals
- Use the AI-powered strategy quality score to improve the strategy map

Dashboard
Visualize performance data on the dashboards.
- Switch to the
Dashboard tab
- Click the Add button to add a new diagram
- Select the source indicator and type of diagram
Cascading
To cascade scorecard, open two scorecards in separate tabs:
- Copy the source indicator (Control + C shortcut)
- Switch to the target scorecard and the paste indicator (Control + V shortcut)
- Select if you want a copy or a link