Change Goal Details
Changing Goal Details
Select any goal at Strategy Tree, to do this you should click on any goal icon or text, for instance, this icon: .
In the bottom and right corner, a panel will appear with goal details information:
Fields and values
Optimization drop box
Balanced Scorecard Designer uses a linear function to calculate the performance of the goal. Once the performance of the goal is calculated Balanced Scorecard Designer will calculate the average performance values for category and the tree. Using and "Optimization" drop box in goal's details you can change the way BSC Designer will treat the current values in the process of total performance calculation.
This is the sample part of strategy tree:
We have left the only goal "Test Goal", it's weight is 1 but it doesn't matter in this case. Let's click on the goal and check its settings:
The current value is 22%, while the minimal possible value is 15% and the maximal possible value is 80%. Thus, the total calculated performance is 10,77%. It means, that you will need to increase your current value from 22% to 80% and your current progress is 10,77%.
What if you would need to increase current value from 22% to, say, 30%? Let's try it with BSC Designer:
and BSC Designer displays the other value for the category performance:
The new value is 46,67, because we have changed the maximum value and the current value stays now closer to target maximum value.
What if we need not to maximize, but minimize the current value. For instance, if we talk about number of items with defects we'd like to lower this value. Let's change our test-goal a little.
Here is the resulted goal details settings:
As you can see the "Min" value is highlighted with bold, telling you the the optimization current strategy in minimization. The total performance value for category is 62,5%. If we will make the current value lower and make it 4 units, then the total performance will be 75%.