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Connect: Building Scorecards and Updating Measures from Spreadsheets
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Managing Strategy at All Levels
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a balanced scored diagram

What is a Balanced Scorecard?

The Balanced Scorecard is a management system. It’s a way of looking at your organization that focuses on your big-picture strategic goals. It also helps you choose the right things to measure so that you can reach those goals.

The name “balanced scorecard” comes from the idea of looking at strategic measures in addition to traditional financial measures to get a more “balanced” view of performance. Learn more

What is a Strategy Map?

A strategy map is a diagram that shows your organization's strategy on a single page. It’s great for quickly communicating big-picture objectives to everyone in the company.

With a well-designed strategy map, every employee can know your overall strategy and where they fit in. It helps keep everyone on the same page, and it allows people to see how their jobs affect the company’s strategic objectives. Learn more

a simplified example of a strategy map

Blog posts

Indicator for Projected Initiative End Dates in 3.2

QuickScore automatically predicts when an initiative will be finished and what its budget will be at completion. These predictions start to fall apart, however, when initiatives don’t get regular status updates.

It can get particularly confusing when a projected end date is in the past. This can happen when the last status update is so long ago that the initiative has probably ended by now. To avoid this confusion, there’s now an indicator next to projected end dates that are in the past, and when you click on it, there’s a tooltip explaining what is happening.

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Exploring the Data Behind Initiative Status Updates in 3.2

We’ve refined the Initiatives Overview tab to make it absolutely clear where each initiative’s status update data is coming from. Some initiatives are manually updated. Other initiatives are automatically calculated. It’s now easy to tell the difference.

For example, this is what the historical performance chart looks like when an initiative’s status has been updated manually. There’s an “Add Status Update” button in the upper right corner, and you can click a toggle to change from viewing the “graph” to seeing “status updates.”

When an initiative’s status hasn’t been manually updated and it’s instead automatically calculated from its descendant initiative items, the historical performance chart looks a little different. The “status updates” toggle now says “calculated status updates,” and there’s no longer an “add status update” button.

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