Advanced KPIs Properties in BSC Designer Online

Learn how to align initiatives with a KPI, specify update interval, values grouping and inheritance.

Initiatives

Initiatives in BSC Designer

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:

Update interval

For any KPI on the scorecard an update interval can be adjusted:

  1. Select a KPI
  2. Click Values Editor
  3. Find "Update interval type" settings:
  4. Select required update interval and click "OK"

Video Tutorial: Update Interval for Indicators

Practical tips:

Manual data entry

To enter data manually follow these steps:

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

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.

Video Tutorial: Value Inheritance

To adjust inheritance settings:

Data grouping

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:

  1. Select an indicator
  2. Click onto the "Values Editor" button on the toolbar
  3. Use the "Group by" drop list.

Video Tutorial: Using Y2D Columns for Accumulated Values and Progress

Stop-lights

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:

  1. Open a scorecard in BSC Designer Online
  2. Go to the KPIs tab and select an indicator
  3. Select "Stop-lights" settings in "Tools" menu
  4. Enter new values for the stop-lights, check "Enabled" checkbox and click "OK":
  5. Custom stop-lights in BSC Designer