Report: Perform BSC planned-actual comparison

Use

Calculates the degree of goal accomplishment for KPIs, objectives, and success factors of your Balanced Scorecard in the actual time period. The results of this analysis are documented in BSC cause-and-effect diagrams that are selected or assigned to the objects of the selected organizational charts, structuring models, function trees, or value-added chain diagrams.

Ensure that the affected models are closed during report execution. Otherwise, the changes cannot be displayed in the models. If you start the macro of the same name, open models are also included.

You can also use this report to reset the model appearance after a BSC planned-actual comparison.

Output options

Calculate and mark achievement of objectives

Show plan and actual values at the objects

Show icons representing achievement of objectives at the objects

Represent degree of goal accomplishment in color at objectives and KPIs

Reset marks

Example

You can find sample models in the demo database.

If you have enabled all check boxes under Calculate and mark achievement of objectives, the model is adjusted as follows:

Sample output

Context

Models of type:

Output format