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Create a scorecard

After performing the necessary configurations, it is time to create the scorecard.

For that, simply follow the steps below:

1. Access the Scorecard planning (ST009) menu, click on the arrow next to the button and select the Add option.

2. On the screen that will be opened, select the type in the Creating a scorecard type step.

3. On the scorecard data screen, fill out the following fields:

ID #: It is possible to generate a sequential number by clicking on the arrow next to the field, but for this example, we will use the "IF" value.

Name: For this field, enter the "Financial indicators" value.

Framework: The main function of the framework is to define which element types will be used in the scorecard. For this example, we will keep the default system BSC framework selected.

Range: The range will classify the result of the scorecard indicator target achievement. For this example, keep the "Max-Maximize" option selected.

View profile: The view profile is used to configure which columns will be displayed in indicator view, as well as to customize charts. For this example, we will keep the default system view profile (Standard) selected.

4. Once done, click on the button.

The scorecard has been successfully created!


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