Create Scorecards

Scorecards help display data analyses to describe and communicate business strategies.

Creating a scorecard helps your audience understand how performance and goals relate to each other.

  1. In the global header, click New and then select Scorecard.
  2. In the New Scorecard dialog, specify a name for the scorecard.
  3. (optional) Specify a description of the scorecard.
  4. Select the location in which to save the scorecard.
  5. Specify whether to use the default Balanced Scorecard perspectives. If you deselect the Use Default Perspective? check box, you must create your own custom perspectives with which you will associate initiatives and objectives.
  6. Click OK to create the new scorecard.