Cascaded Scorecards

Use

Cascading scorecards are scorecards that have the same or similar objectives and KPIs, and the business information among the scorecards is hierarchical, creating a virtual cascade.

Features

You can create the following types of cascading scorecards in the application:

  • You can create cascaded scorecards that are translations of a business unit (dimension), disseminated down through the levels of the unit. In this implementation, you might have a top scorecard (for example, Stores), and then store branch scorecards, and then individual scorecards for individual stores. All scorecards in the cascade stem from the highest level business unit and remain consistent throughout the cascade. The organizational alignment of all scorecards through the dimension hierarchy is apparent.

    These cascaded scorecards have the same objectives and KPIs, which may be useful in an organization with many branches, where every branch has its own scorecard, but all branches have the same objectives and KPIs.

    For information about creating cascaded scorecards based on a dimension, see Cascaded Scorecards Based on a Dimension Hierarchy and Creating Cascaded Scorecards Based on a Dimension Hierarchy.

  • You can create cascaded scorecards that are translations of the corporate scorecard disseminated down through the levels of the organization. In this implementation, you might have the top corporate scorecard, and then department-level scorecards, and then individual scorecards. All scorecards in the cascade stem from the corporate scorecard and remain consistent throughout the organization. The organizational alignment of all scorecards through the hierarchy is apparent.

    These cascaded scorecards can have linked objectives across all scorecards. Objectives are likely to be different on different scorecards, but some (if not all) objectives across different scorecards are equivalent and linked.

    You can link at any level that is not the top or bottom level of the context hierarchy. For the purpose of this discussion, we describe the default Start of the navigation pathperspectives Next navigation step objectives Next navigation step KPIsEnd of the navigation path hierarchy, where linking is available at the objective level.

    For more information, see Cascaded Scorecards with Linked Objectives and Creating Cascaded Scorecards with Linked Objectives.