Cascaded Scorecards Based on a Dimension Hierarchy

Use

Cascaded scorecards based on a dimension hierarchy all have the same perspectives, objectives, and KPIs through the scorecards. The only difference is the data displayed for each item. For example, you might have 200 scorecards, where each scorecard has 4 perspectives, 20 objectives, and 30 KPIs. The total collection of scorecards has 4 perspectives, 20 objectives, and 30 KPIs.

Corporate scorecard

Context: Enterprise

Objective: Delight the Customer

KPI: Customer Complaints

KPI: Repeat Customers

Cascading scorecard

level 1

This scorecard has the same objectives and KPIs as the corporate scorecard, but is based on just the business information in the East.

Context: East

Objective: Delight the Customer

KPI: Customer Complaints

KPI: Repeat Customers

Cascading scorecard

level 2

This scorecard has the same objectives and KPIs as the corporate scorecard, but is based on just the business information in Boston, a lower level of East.

Context: Boston

Objective: Delight the Customer

KPI: Customer Complaints

KPI: Repeat Customers

Cascading scorecard

level 2

This scorecard has the same objectives and KPIs as the corporate scorecard, but is based on just the business information in Connecticut, a lower level of East.

Context: Connecticut

Objective: Delight the Customer

KPI: Customer Complaints

KPI: Repeat Customers

Cascading scorecard

level 1

This scorecard has the same objectives and KPIs as the corporate scorecard, but is based on just the business information in the West.

Context: West

Objective: Delight the Customer

KPI: Customer Complaints

KPI: Repeat Customers

Process

  1. Create a template and specify the context definitions, scorecard definitions, and strategy definitions you want to use for all cascaded scorecards.

    For more information, see Creating a Template.

  2. Create contexts based on the template by specifying the dimension and dimension members for the contexts. Scorecards are created automatically from this hierarchy.

    For more information, see Creating Cascaded Scorecards Based on a Dimension Hierarchy.

  3. Add unique definitions to the cascaded scorecards as needed.

  4. To make global changes in all cascaded scorecards, first make the changes in the template and then propagate the changes to the contexts.

    For more information, see Propagating Changes in Template-Based Contexts.