Create a Scorecard

Steps

  1. Access the Metrics and Scorecards page.
  2. In the Scorecard section, select .

    The New Scorecard page appears, displaying the Perspectives section.

  3. Select Add Perspective, and then, in the Add Perspective box, enter the Perspective name.

    The Add Objective link appears.

  1. Select Add Objective and then enter the Objective name in the Enter Objective Name box.

    The Add KPI link appears.

  2. Select the Add KPI link.

    The Select KPIs window appears, displaying the list of KPIs.

  3. Select the check box appearing next to each KPI that you want to add, and then select OK.

    The Select KPIs window closes and the selected KPIs appear in a tile format in the Perspectives section.

  4. If you want to add another Objective and KPIs to the current Perspective, repeat steps 4 through 6.

    -or-

    If you want to add another Perspective to the Scorecard, repeat steps 3 through 6.

    Note: To remove a Perspective, Objective, or a KPI from the Scorecard, select . Removing a KPI from a Scorecard indicates that the KPI is no longer associated with that Scorecard.

  5. Select .

    A confirmation message appears, indicating that the Scorecard has been created. The name of the Scorecard appears on the page and the name of the Scorecard also appears in the Scorecards section of the Metrics and Scorecards page.

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