Scorecard

Set it up

1. A new company starts empty. Use a ready card to add an objective and two KPIs to each perspective in one click; rename or remove anything that does not fit.
2. In the financial perspective, choose the period the actuals are measured over: last twelve months, year to date, last month or last full year.
3. Type the targets, or pull them from your annual budget in one click. The financial actuals come straight from your books.
4. For customers, operations and people, enter this month's actual for each KPI. It is scored the moment you type it and saved into its trend.
5. Options decide whether higher or lower is better, the unit, how strictly it is judged and its weight in the score.

Read the overview

• The verdict: overall score, the weakest perspective and how many KPIs are on track, on watch or off track.
• Financial results from your books, each against its target.
• The strategy map: a capable team drives better operations, which drive happier customers, which drive stronger results.
• What needs attention: every KPI off track, and whether anything is being done about it.

Act with initiatives

An initiative is the action that fixes an off-track KPI. Cover the next one picks the KPI that needs it most; take a ready idea or write your own, give it an owner and a due date, and move it through proposed, approved, in progress and done. Late or unowned initiatives are flagged.

Questions