Scorecard Template

Out-of-the-box templates of Scorecards are available in the KPI Library pane. Each template has a unique name.

ClosedTo access:

  1. Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant Scorecard template in the tree to display its Configuration Details area.

ClosedScorecards

A Scorecard is a high-level snapshot (visual summary) of any organizational performance. Scorecards display a collection of Objectives, and assess the performance of the organization by viewing the status of Objectives.

A Scorecard is a way to map and translate complex business information into something that is understandable to everyone. The methodology starts with targets defined by the organization, followed by Scorecard Objectives.

The following table shows how core Scorecard elements relate to key performance questions.

Scorecard Element

Key Performance Question

More Information and Example

Perspective\Strategy

What is the strategy trying to achieve?

For details about Perspectives, see Perspectives.

A Scorecard can include one or more Perspectives.

Example Operational excellence.

Objective

What is the objective trying to achieve?

For details about Objectives, see Objectives.

A Perspective can include one or more Objectives.

Example Increase responsiveness in IT to service requests for PC orders by 20% in 2010.

KPI

How will performance be measured?

For details about KPIs, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates.

An Objective can include more than one KPI.

Example Time to order, configure, and install PC.

Threshold What performance level is required? 24 hours.

Out-of-the-box templates of Scorecards, Perspectives, Objectives, and KPIs are provided. These templates correspond to business elements. For details, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates.

Active Scorecards, Perspectives, Objectives, and KPIs display real data in the Dashboard. For details, see Active KPIs Pane.

ClosedView the template definitions

  1. Click the STUDIO tab. If the KPI Library pane is not displayed , click the vertical KPI Library tab to the left of the Active KPIs pane.
  2. In the KPI Library pane, select the relevant tree.
  3. Click the relevant Scorecard template in the tree to display its Configuration Details area.

ClosedConfiguration Details Tab for a Scorecard Template

This page displays configuration information for the selected Scorecard template in the KPI Library pane.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Name

The name of the Scorecard template.

Limitations: The maximum number of characters is 240.

Description

The description of the Scorecard.

Limitations: The maximum number of characters is 1000.

Id

The ID of the Scorecard. It is automatically assigned.

This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting.

Type

The type of Scorecard. It is automatically assigned.

This information is displayed only when in debug mode. To set the debug mode, click ADMIN > Settings > BA Settings, and in Debug Mode, select the Application Debug Mode setting.