Scorecards provide a balanced view of performance across reporting periods. This allows organizations to identify areas for improvement and make better decisions about their strategy.
Creating a Scorecard
Scorecards are like folders that can store strategic elements such as Objectives, Measures, and Initiatives.
Select Elements & Reports from the Control Panel
Choose Scorecards
Select Add Scorecard from the dropdown menu
Under Name, enter the new Scorecard name, for example, ‘Airline acquisition.’
Select a Parent Scorecard from the dropdown menu
If you leave the Parent Scorecard field as Not Defined, the new Scorecard will be created at the top level and will not be nested under an existing Scorecard.
Navigate to the Completed Items tab
You will be prompted to click on Save
Here you can manage how elements such as Initiatives, Milestones, or Actions Items appear when marked as complete.
For more information on hiding completed items, please visit our Help Center article on Managing completed projects.
Navigate to the User Access tab
Here you can allow specific users to have access to this Scorecard. Permissions can also be managed from individual user profiles on the Manage Users page.
For more information, please visit our Help Center article on User Permissions by Scorecard.
Once you are done with your changes, click Save
Adding and Reordering Categories
Categories are the areas of the overall Business Strategy addressed by Groups of Strategic Objectives. Some organizations call them “Perspectives.” Common Categories include Finance, Customers (or citizens, students, etc.), Operations, and Learning & Growth.
Categories are added by scorecard in ClearPoint.
Choose Elements and Reports from the Control Panel
Select Scorecards
Click the Edit Pencil icon next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
Navigate to the Edit Categories tab
Click on the Plus icon
Under Category Name, enter the new Category name, for example, ‘Finance.’
Click Save
Categories can be linked to Objectives in the scorecard and are used to group them together or “categorize” them. You can provide a Description for each category; however, they are not technically an element and do not have their own detail page.
Once multiple Categories have been created you can simply drag and drop them in the desired order.
Click Save when you are done with your changes.
Locking a Scorecard
Locking a Scorecard prevents any further changes from being made to Update or Edit fields in a Scorecard. This is useful if a Scorecard is being used to preserve historical data or if you want to make sure nothing is changed in a Scorecard before a big meeting.
Choose Elements and Reports from the Control Panel
Select Scorecards
Click the Edit Pencil icon next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
Navigate to the Edit Fields tab
Mark the checkbox next to Locked
Once you are done, click Save
The Scorecard will be labeled as Locked in the Managed Scorecards page.
Duplicating a Scorecard
Duplicating a Scorecard can help you add new Scorecards by copying a Scorecard template for uniform elements and linkages.
Choose Elements and Reports from the Control Panel
Select Scorecards
Click the three dots icon next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
Select Duplicate Scorecard
Under New Scorecard Name, enter the new Scorecard name, for example, ‘Airline Merger.’
Check Copy Status and Scorecard Data to include all updated information such as Status, Analysis, etc. for the new Elements in the duplicated Scorecard. If you do not check this option, the new Scorecard will be blank of information like Status or Analysis.
Check Cascade copy the Scorecard (duplicate all child Scorecards) to create copies of the child Scorecards as well and establish the same hierarchy.
Click Duplicate
Archive a Scorecard
Your Scorecard view just got simpler! We've hidden Archived Scorecards by default, so you can now focus on the active Scorecards. Archiving Scorecards makes it easier to find what you need and keeps your view organized while providing the flexibility to unarchive a Scorecard with a few clicks.
Choose Elements and Reports from the Control Panel
Select Scorecards
Click the Edit Pencil icon next to the Scorecard you will be working with, in this example, ‘Airline Acquisition’.
Navigate to the Edit Fields tab
Mark the checkbox next to Archived
You can follow the same process to unarchive a Scorecard, simply uncheck Archived.
Once you are done, click Save
On the Manage Scorecard page, you can check the box Show Archived
You will find Scorecards labeled as Archived for ease of access.
