Scorecards are the ‘engine’ of the application. Without a Scorecard, nothing else will work. A Scorecard has to contain Measures, and can optionally contain Objectives, Themes, Perspectives and Linked Items.
So a Scorecard can be thought of as a ‘container’ for all of these item types.
Click on Scorecards. You will be asked to select your Organisation if you haven’t already done so.
The Create a Scorecard dialogue box will appear.
Click the blue Create Scorecard button.
Note: If a Scorecard already exists, you will be taken to the Scorecard.
Type in the name of the Scorecard (we have called this one HQ Scorecard) and add a description.
You can optionally add search Tags that can be used at a later date to search for this Scorecard.
The application will expect you to create a Perspective at this point. We will not do this so click on Cancel (bottom-right) then the Overview tab (top) to view the empty Scorecard container you have created.
The Scorecard will be created as below. Please note, at this time it contains no data – this will be derived from your Metrics at a later date.
The next step is to structure your Scorecard. For the system to be useful, you must add some Measures. You can optionally add items like Themes and Objectives.