In a ‘classic’ balanced scorecard you would expect to see a hierarchical structure. Each scorecard would include Perspectives (or groups) that contained a number of business Objectives, the success of which would be measured by Performance Measures (metrics). In QuickScore this structure can be easily created and might look something like this:
Here we can see that under the Scorecard ‘HQ Balanced Scorecard’ is a Triangle that denotes a Perspective, a Star that denotes an Objective and a Circle that denotes a Performance Measure. You will also notice that the icons are colour coded red/amber/green to show the current status of the object.
This is not the only structure that can be created in QuickScore. Sometimes there is no need for Perspectives or Objectives. As can be seen in the example below, a Profit and Loss scorecard:
There are two methods that can be used to create Perspectives and Objectives. The first is to use the Builder sub-menu function. This method is usually used in the early stages to create an entire scorecard (it can be used to edit scorecard elements as well). For more information about using the Builder sub-menu go to the Quick Start guide called The Builder.
The second method is to use the basic desktop functionality built into the application, that is to right-click and select. By now you should have created an Organisation and a Scorecard. If not, go back to the Organisation and Scorecard guide to do this. From the main menu, go to Balanced Scorecards, sub-menu Overview, click on any Organisational node (blue dot) in the left hand pale blue pane, then click on the Scorecard in the right hand pale yellow pane. A short animated move will occur and you should see something like this:
To add a Perspective, right-click on the Scorecard. In this case we have right-clicked on the Scorecard Alpha Division Scorecard. A drop-down menu will appear as follows:
Perspectives – Right Click Menus
Select ‘Perspective’ and a dialogue box will appear asking you to Name the Perspective and provide a description. You will then have the option to ‘Save’ or ‘Save and Add Owners’. If you know who will be ‘owning’ this perspective then click on Save and Add Owners and enter the owners name or names:
You will also be given the option to notify the owners by selecting a check-box. This will automatically create and send an e-mail to the new owner.
Repeat this process for all Perspectives by right-clicking on the Scorecard and you will end up with something like this:
To create an Objective, follow exactly the same process except you should right-click on the appropriate Perspective and select ‘Objective’ from the drop-down list. When you have added a few objectives you will see a screen that will look something like this:
At any stage you can go back to a newly created Perspective or Objective to edit or delete it by right-clicking on the object in the left hand pale yellow pane. The drop-down menu includes the following options:
New Perspective – Create a new Perspective
New Objective – Create a new Objective
New Theme – Create a new Theme (a Theme is a way of grouping other elements under a single title.
New Performance Measure – Create a new Performance Measure, this activity is covered in the next Quick Start guide called Creating Metrics
New Linked Objects – An object from another scorecard (or this scorecard) can be ‘pulled’ underneath the object you have right-clicked on. This is a very powerful feature that allows you to define objects once and link to them multiple times
Cut – will cut the whole object including any data associated with it. This function is often used to ‘move’ an object or structure to a new Organisation without impacting the data
Copy – will only copy the object’s structure. It will not copy the data associated with the object
Paste – will paste the previous cut or paste to the new location
Edit the Weight – where there are two or more objects under a single object, the ‘weight’ of those objects can be modified. The default is equal weights across the objects
Edit – will take you into ‘edit’ mode for the object
Delete – will delete the object. Take great care when deleting. A delete is not reversible, there is no ‘trash can’.