Getting Started – Scorecards

From your Control Panel select Scorecards Choose Manage Scorecards

Click the Dropdown menu and select Add Scorecard Give your Scorecard a name, for example ‘Financials.’ To create a Parent-Child relationship you can select an existing Scorecard under the Parent Scorecard menu. Once you are done, click Save.

Categories are the overarching dimensions that put strategy into context Navigate to the Edit Categories tab Click the Plus icon Give a name to your Category, for example, enter ‘Financials.’ Click Save It is recommended to add a description using Category Description Traditionally the balance scorecard has 4 categories, Financials, Internal processes, Customers, Learning and Growth. However, you should use the Categories that makes sense for your organization.

Navigate to User Access where you will be able to control which of the users can access a Scorecard Once you are done, Click Save As organizations add more Scorecards to their account it may not be necessary for every user to have access to all of the Scorecards.

From Manage Scorecards you can use the Filter Scorecard search bar to search for a scorecard you can also click the Pencil icon to edit a Scorecard. Next to the Pencil icon you will find three dots icon To Duplicate a Scorecard select Duplicate Give a name to your duplicate scorecard, for example, ‘Northern Division New.’ You can select Copy Status and Scorecard Data to copy any updates into your new Scorecard or select Cascade copy the Scorecard (duplicate all child Scorecards) to duplicate any Child Scorecard that lives underneath the Scorecard you are duplicating. Once you are done, click Duplicate

Click on the three dots icon to Delete a Scorecard Confirm you want to Delete a Scorecard