9 Scorecarding

This chapter provides information on Oracle Scorecard and Strategy Management in Oracle Business Intelligence Enterprise Edition. It describes scorecards and explains how to work with them to describe and communicate your business strategy. It provides details on the scorecard objects that you work with, including vision and mission statements, perspectives, objectives, initiatives, strategy trees, strategy maps, cause & effect maps, custom views, and watchlists.

Topics

This chapter includes the following sections:

• What Is Oracle Scorecard and Strategy Management?

• What Is a Balanced Scorecard?

• What Is the Scorecard Editor?

• What Are Scorecard Objects?

• How Do I Create a Scorecard?

• Use the Edit and View Modes in the Scorecard Editor

• Create Scorecards

• Open or Edit Scorecards

• View Overview Information

• About the Point of View Area

• Set Up the Point of View Controls

• What Are Vision Statements?

• Define Vision Statements

• What Are Mission Statements?

• Define Mission Statements

• What Are Perspectives?

• Create Custom Perspectives

• What Are Key Performance Indicators (KPIs)?

• What Are Objectives?

• Create Objectives

• What Are Initiatives?

• Create Initiatives

• Contact Business Owners

• About Comments

• Work with Comments

• Understand Initiative or Objective Performance Assessment

• Define Assessment Mappings for Scorecards

• Assign Weights to Child Objectives, Initiatives and KPIs

• About Status Overrides

• Work with Status Overrides

• What Are Strategy Trees?

• Create Strategy Trees

• What Are Strategy Maps?

• Create Strategy Maps

• What Are Cause & Effect Maps?

• Create Cause & Effect Maps

• Understand Watchlists

• Customize Watchlists

• What Are KPI Watchlists?

• Work with KPI Details

• What Are Smart Watchlists?

• Create Smart Watchlists

• What Are Custom Views?

• Create Custom Views

• Open Scorecard Objects

• Edit Scorecard Objects

• Delete Scorecard Objects

• Add Scorecard Objects to Dashboards