BSC Designer Online provides a wide range of means for managing of KPIs. In the BSC Designer Online you have a "KPIs" tab where you can add all of your performance indicators.
Video Tutorial: Setup KPIs Step-by-Step
Customize Columns of KPI Table
Use the Columns setting in BSC Designer to customize columns of the KPI table according to your needs.
Open any scorecard
Select the Columns command in Tools menu
Select columns to display
Creating a New KPI
Select an indicator that will be a container for a new KPI. Use "Add..." button on the toolbar to create a new indicator. The software will show several options:
New item - create a new goal or a new indicator with data entered manually, via Excel, or via formula.
New imported indicator - create indicator linked to another indicator
New WebSQL indicator - create indicator that is powered by external SQL data source
The Properties of an Indicator
Select any indicator in the list of KPIs. The software will display properties of the indicator below.
Name. The name of the KPI. Try to keep it short and meaningful, don't overload it with details, and put the details into the description field.
Icon. Next to the "Name" field there is KPI's icon. You can change it by clicking on the icon image.
Description. The description field is for additional information about the KPI; it might be information about the measurement method.
Measure. Use this list to choose one of measurement units that is applicable to the KPI. If there is no measure that fits your needs click the button on the right from the "Measure" drop list to add a new measure.
Video Tutorial: Measure Units for Indicators
Value. The value field displays the current value of the KPI for the date selected in the calendar. The button next to the "Value" field allows to create indicators with custom formulas.
Max and Min values determine the minimum and maximum possible range for a value. Whereas baseline and target values show your working interval. Normally a baseline is a starting value and the target is a value that you wish to achieve.
Simple input mode. For some indicators the Baseline is always equal to Min value and the Target is always equal to Max value. Check this checkbox and the software will show only the baseline and target fields.
Weight. The relative weight of the indicator shows how this indicator is important compared to other indicators in the same container. The weight is taken into account when the performance of the container is calculated.
Optimization. What do you want to do with the value of a KPI? Would you like to minimize it (for example like a turnover of employees in a company) or you'd like to maximize it (for example profit value). Choose the appropriate optimization. If the dependency is not as simple as just a line function, you can enter a custom formula into BSC Designer Online that the program will use to calculate your performance and progress. To do this click on the "Edit" button next to the "Optimization" drop list.
Raw data indicator. Some indicators on the scorecard are just data storages that are not supposed to have a performance or a progress. Check this checkbox and BSC Designer won't take this indicator into account when calculating the performance of the scorecard.
Respectively to the max/min pair the performance of the KPI is calculated using the formula: Performance = (Value - mn) / (mx - mn). Respectively to the baselines/target pair the progress of the KPI is calculated: Progress = (Value - Baseline) / (Target - Baseline).
Video Tutorial: The Difference Between Progress and Performance
Indicator type. The type of indicator is defined in the context of its container. Lagging indicators contribute to the calculation of higher level items.
Leading indiators are used for local calculations only.
Glyph 1 and Glyph 2. Glyph settings for the indicator on the strategy map.