Scorecard editor

Use this editor to create a scorecard of your entire organization or of individual departments.

For more information, see:

• "What Is Oracle Scorecard and Strategy Management?"

• "What Is a Balanced Scorecard?"

• "What Are Scorecard Objects?"

• "How Do I Create a Scorecard?"

Components

Point of View

Displays dimensions of KPIs that are used in the Scorecard to measure the progress and performance of initiatives and objectives. Use this area to pin values for the dimensions. See "About the Point of View Area" for additional information.

Strategy

Use the "Strategy pane" to create, organize, and leverage the objectives that form the strategic structure, also called a strategy tree, of the corporate entity (for example, department) to evaluate using KPIs or to drive by initiatives.

Initiatives

Use the "Initiatives pane" to create, organize, and leverage the initiatives that are the tasks required to achieve objectives. You can monitor the progress of initiatives by assigning KPIs.

Scorecard Documents

Use the "Scorecard Documents pane" to create diagrams and views that provide different depictions of strategy dynamics and structures (for example, cause & effect maps and strategy maps).

You can also use this pane to build custom maps to present scorecard data and define mission and vision statements that articulate the overarching goal of the entity that you are scorecarding such as your organization or department.

Catalog

Use the "Catalog pane for Scorecard" to locate and drag and drop objects from the catalog to build a scorecard. For example, you might select a predefined KPI and drag it to the objective or initiative whose progress it measures.

Perspectives

Use the "Perspectives pane" to modify the default perspectives defined by the Balanced Scorecard Methodology, create custom perspectives, and delete perspectives.

Tab area

Displays tabs for the objects that you choose to view, create, or modify (for example, initiatives, strategy objectives, and strategy maps), including:

• "Scorecard editor: Overview tab"

• "Scorecard editor: Breakdown tab"

• "Scorecard editor: Perspective tab"

• "Scorecard editor: Vision tab"

• "Scorecard editor: Mission tab"

• "Scorecard editor: Objective Details tab"

• "Scorecard editor: Initiative Details tab"

• "Scorecard editor: Strategy Map tab"

• "Scorecard editor: Strategy Tree tab"

• "Scorecard editor: Custom View tab"

• "Scorecard editor: Cause & Effect Map tab"

• "Scorecard editor: KPI Watchlist tab"

• "Scorecard editor: KPI Details tab"

• "Scorecard editor: Smart Watchlist tab"

Toolbar

The toolbar contains the following buttons:

• Back — Use this button to go backward through your point of view history to to select a previous point of view. The (Default Value) option returns to the point of view with which you started.

• Forward — Use this button to go forward through your point of view history to select a previous point of view.

• Refresh KPI Values — Use this button to update the page to reflect changes.

• Scorecard Settings — Use this button to display the "Settings dialog," where you define the score thresholds and assessment ranges to be used for scoring scorecard objects and edit dimension-related settings.

• Change Permissions on Scorecard — Use this button to display the "Permissions dialog," where you change the permissions of the scorecard.

• Edit Mode Toggle — Use this button to toggle between these two modes:

  • Edit mode — Enables you to create, modify, and delete all scorecard objects and views.

  • View mode —Enables you to fully navigate scorecard but not add new data, or modify and delete existing data.

• Close Tab — Use this option to close the current tab.