Scorecards 
Scorecard administration includes setting up scorecard defaults, defining KPIs for the scorecard, and setting perspectives and objectives for the scorecard.
The objectives, perspectives, and KPIs you set up in the Scorecard section are used in the Strategy, Initiatives, and Scorecard components of the application.
Prerequisites
The dimensional model is set up with measures for the KPIs.
The administrator has created a model connection. For information, see Model Connection Development.
Someone with Create/Edit Contexts permissions has created a context. For more information, see Context Development.
Someone with Create/Edit Objectives permissions has created perspectives and objectives. For more information, see Perspective and Objective Library Development.
You are an administrator or a user assigned to an application group with Create/Edit Scorecards permissions. If Scorecards is unavailable to you, it means you do not have the correct permissions.
Features
Scorecard administration involves the following:
You can set scorecard defaults that identify how you want to display various items in the strategy management application. This includes:
Specifying how to display objectives and KPIs and their indicators if there is missing or null data.
Specifying a Type dimension to use Forecast or Benchmark information in the Scorecard component instead of Target information.
Filtering a scorecard by one member of each dimension in the dimensional model.
Including additional Actual and Target columns in the Scorecard subtabs of the Scorecard component in the application. Use the additional Actual and Target columns to compare the current actual/target for the latest period with actual/target values from other time periods.
Linking a model connection to the context, thereby making the business data available to the scorecard.
The Model Connection you specify as a scorecard default is the key link between the scorecard and the dimensional model. Once you set this connection, you can perform further scorecard administration including setting KPIs, objectives, and perspectives.
For information, see Scorecard Defaults Selection.
You can set standard KPIs and index KPIs for the scorecard. A KPI is an aspect of the company strategy for success that needs to be measured. KPIs measure the progress toward an objective.
You create standard KPIs based on measures in the Application Server model. You must set up KPIs first before you can associate the objectives and perspectives with the KPIs.
You can create a standard KPI by selecting all the new definitions, or by using the values of the currently displayed KPI, or by using a library KPI.
You can create index KPIs, which are measured by the status of a selection of standard KPIs.
For more information, see KPI Setting.
Once you set up the KPIs, you can set up objectives by specifying the KPIs that determine the objective's status. An objective's status is determined by the status of its KPIs, and how the KPI statuses are indexed, calculated, and weighted for this objective.
For more information, see Objective Setting.
Once you set up the objectives, you can set up perspectives in one of three ways.
You can display the perspective as a label with no measurement and no status.
Or you can display the perspective with a status indicator whose color is determined by the status of objectives. How the objectives' statuses are indexed, calculated, and weighted for the perspective determines the perspective's status. The perspective's status indicator shows up when you display the Objectives subtab in the Scorecard component.
Or you can display the perspective with a status indicator whose color is determined by the status of one standard KPI. In the Scorecard subtabs of the Scorecard component, the perspective has its own status indicator that is colored based on the status of one KPI.
For more information, see Perspective Setting.
Once you have set up the objectives and KPIs, you can specify whether to add a status indicator to a perspective. If using a status indicator, specify whether to color it based on the status of one KPI or on an index of objectives. You can also set up a scored context that has a status indicator based on the status of one KPI or an index of perspectives. A scored context is the overriding measurement for determining your company's status. It is a corporate-wide indicator.