Strategy map - Balanced scorecard (BSC)

Dashboard that provides an overview of the aspects of the strategy scorecard. In the Scorecard perspectives area, you can filter the input of the charts. The charts are adjusted immediately. You can use the functionality of the chart to focus on specific information.

Availability

This dashboard is shown on the Dashboards fact sheet of models of type BSC Cause-and-effect diagram.

Charts

Displays the average financial KPI for the selected time period.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all key performance indicators regarding finances.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Calculation

The KPI is the result of the planned value and the actual value. The actual value is displayed as a percentage of the planned value.

Displays the average customer KPI for the selected time period.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all key performance indicators regarding customers.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Calculation

The KPI is the result of the planned value and the actual value. The actual value is displayed as a percentage of the planned value.

Displays the average process KPI for the selected time period.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all key performance indicators regarding the process.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Calculation

The KPI is the result of the planned value and the actual value. The actual value is displayed as a percentage of the planned value.

Displays the average learning & growth KPI for the selected time period.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all key performance indicators regarding learning & growth.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Calculation

The KPI is the result of the planned value and the actual value. The actual value is displayed as a percentage of the planned value.

Displays all objectives of the model BSC as well as the achievements and the trend from a Microsoft® Excel spreadsheet.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all the objectives of the BSC model and the achievements and trends obtained from a Microsoft® Excel file.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Calculation

The KPI is the result of the planned value and the actual value. The actual value is displayed as a percentage of the planned value.

Displays all current and plan values of all KPIs or from the scorecard details.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all KPI values from the KPIs of the Microsoft® Excel spreadsheet.

Data feed

Strategy - UMG strategy balanced scorecard - perspectives

Shows all initiatives with the responsible roles from selected scorecard details or from selected targets.

Data source

Report: Strategy - BSC Objectives

Report configurable?

No

Data collection

Collects all initiatives and responsible roles from the connected models.

Data feed

Strategy - UMG strategy balanced scorecard - initiatives

Example

Strategy dashboard