Create a scorecard
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Prerequisites
- Access to the Management > Scorecard Planning (ST009) menu.
- Type of scorecard previously configured.
- Pre-configured framework.
- Pre-configured track.
- Pre-configured viewing profile.
Introduction
A scorecard can be composed of institutional and strategic elements, in addition to the strategic map and strategic analysis.
Through this menu, these elements are combined to create the scorecard, allowing for the monitoring of results from the elements and indicators, as well as the visualization of the company's strategic planning and objectives.
This article will demonstrate how to create a scorecard.
Create a scorecard
1. Access the Management > Scorecard Planning (ST009) menu.
2. Click the button 
and select the scorecard type.
3. In the General Data tab, enter an identifier, a name, and a language for the scorecard.
4. Fill in the remaining required fields:
- Scorecard type : displays the type selected during inclusion, allowing for changes.
- Framework : Select the framework that will be applied to the scorecard structure.
- Range : select the range that will classify the result of achieving the indicator targets.
- Viewing profile : select the viewing profile that will be applied to the scorecard screens.
5. In the Summary tab, you can record standard information that will be used in the scorecards, such as: description, strengths and weaknesses, impacts, lessons learned, results, and recommendations.
6. Click 
to enable the remaining sections of the scorecard.
7. In Settings, you can define parameters related to the behavior and evaluation of the scorecard.
Settings
Scorecard
Expanded structure
Displays the expanded scorecard structure by default.
contracted structure
Displays the collapsed structure.
Start of the period
Define the starting month for accumulating scorecard values.
Restrict value change until
It blocks changes and recalculations up to the specified year.
Scorecard assessment
Evaluate scorecard
Enables scorecard calculation as an element, with a weighted average.
Limit the percentage between 0 and 100.
Restricts the values in the calculation.
Consider track score
Use the associated range to classify the result.
Indicators
The following options control how the measurements and calculations of the indicators will be handled in the scorecards:
- Automatic calculation of the indicator.
- Allow measurement without a target.
- Allow for future measurement.
- Allow changes to retroactive values.
- Execute formula for current period.
8. In Scheduling, you can define how many days will be considered for calculating the scorecard.
9. Click to save the scorecard registration.
To use the data from one scorecard to create another, use the Copy scorecard option .
Through the Scorecard option, it is possible to view and modify the structure of the registered scorecard.
Use the Import option to import elements, indicators, sub-indicators, and scorecards .
Conclusion
The scorecard is an essential tool for consolidating and monitoring organizational performance, as it integrates institutional and strategic elements, indicators, and analyses into a unified view. The next step is defining the scorecard's structure.