Scorecard

Use

A scorecard helps organizations monitor performance by tying a company's strategy to key objectives and measures. Scorecards enable executives to communicate their strategy to the organization as well as monitor their resources toward executing on that strategy.

The Scorecard tab provides a view of progress toward specific outcomes across functional and business units.

Features

The Scorecard tab has these features:

You can monitor perspective, objective, and KPI statuses, trends, scores, and other information using the Scorecard link. For more information, see Scorecard Views.
You can compare scorecards across multiple contexts to look for any inconsistencies in performance across your areas of responsibility and investigate further using the Scorecard Comparison link.

For more information, see Scorecard Comparison View.
You can filter the view to look at just the information you are interested in.

For more information, see Filters.

Depending on how many levels of status indicators your administrator set up, the status indicator might be colored one of three colors or one of five colors.

The table below shows the color representations based on the number of potential status colors:

3 Colors	5 Colors	Description
Red	Red	Well below expectations
Not applicable	Orange	Below expectations
Yellow	Yellow	Meets expectations
Not applicable	Green	Above expectations
Green	Dark Green	Well above expectations

You can use functions that are standard to most strategy management tabs. For more information, see Standard Features of the Tabs

Activities

To work with the scorecard, click the Scorecard tab.

To display an overview of the perspectives, objectives, and KPIs, select the Scorecard link.
- To display perspectives, objectives, and KPIs in a hierarchical view, choose .
- To display objectives and all items associated with them in a visual and hierarchical view, choose .
To display a comparison of scorecards across multiple contexts, select the Scorecard Comparison link.