Learn how to align initiatives with a KPI, specify update interval, values grouping and inheritance.
In the list of KPIs, there is a column "Initiatives." Click on the button in this column to access initiatives for the KPI.
Video Tutorial: Initiatives for the Indicators and Goals
Initiatives for the KPIs have the following properties:
Name of the initiative.
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 a Google Drive.
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"
Video Tutorial: Update Interval for Indicators
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 use by default for the new indicators, do this via menu "Tools" > "Default KPI update interval"
Manual data entry
To enter data manually follow these steps:
Select or create any indicator
If needed change an update interval as described above
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.
Video Tutorial: Data Input in BSC Designer
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;
Video Tutorial: Value Inheritance
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.
Video Tutorial: Grouping of Indicator Values
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.
Video Tutorial: Using Y2D Columns for Accumulated Values and Progress
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 "Enabled" checkbox and click "OK":