Finance
"To succeed financially, how should we appear to our shareholders?" Revenue, EBITDA and cost synergy run-rate, quarterly target against actual.
Feature · Balanced Scorecard
Four perspectives. One of them fills itself.
A Balanced Scorecard is usually a quarterly assembly job: somebody collects the numbers, somebody else formats them, and the strategy map ends up as a slide rather than a system. Here it is a live surface, and the perspective that measures execution reads the execution.
Internal Process populates from the work plan you are already running, so the perspective most likely to be stale is the one nobody has to maintain.
Available on every tier from Independent up. No add-on required.
What the scorecard carries
The four perspectives, wired to the program rather than to a spreadsheet.
Customers
Retention, NPS and the combined book, tracked through the integration rather than reconstructed after it.
Internal Process
Planning completion, on-time task rate and on-track workstreams. This one AUTO-POPULATES from your work plan. Nobody types it.
Learning & Growth
Critical talent retention, voluntary attrition and capability build, on the same quarterly cadence as everything else.
The strategy map
The four perspectives arranged around Vision & Strategy, with RAG at perspective level so a board sees where to look first and drills from there.
Export to slide
The map and its measures go into the steering pack as a slide, generated from the same numbers the screen is showing.
How a quarter runs
Set it once. Most of it then maintains itself.
1Set
Once
Choose the measures that matter for this program and set quarterly targets. The four perspectives arrive with a starting set.
2Run
Continuously
Internal Process updates itself as the work plan moves: planning completion, on-time tasks, on-track workstreams.
3Enter
Quarterly
Type the actuals for Finance, Customers and Learning & Growth. Three perspectives, not four.
4Report
Quarterly
Goal gap shows where target and actual diverge, and Export to slide puts the map straight into the steering pack.
Common questions
Is this a BI dashboard?
No, and the distinction matters. BI tools cover dashboards. This is a Balanced Scorecard in the Kaplan and Norton sense: four perspectives around a strategy, with targets you set and a status you can defend to a board.
Which numbers fill themselves?
Internal Process. Planning completion, on-time task rate and on-track workstreams read your work plan directly. Finance, Customers and Learning & Growth are entered quarterly, because we do not have your revenue or your attrition.
Why does the screenshot show blank measures?
Because it is a sandbox nobody typed into, and it shows the split honestly: the perspective that populates itself is full, and the three you enter are empty. On a real program you fill those in once a quarter.
Can we choose our own measures?
Yes. The four perspectives are fixed, which is what makes it a Balanced Scorecard rather than a list of metrics, and the measures inside each are yours to set.
Which tiers include it?
All of them, from Independent up. It is not an add-on and it is not gated.
Stop rebuilding the strategy map every quarter.
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