Metric Promotion

Ad Hoc metrics can now mature into Scorecard metrics. The application manager can now edit a process and convert any Level 2: Auto-Assessed Ad Hoc metric to a Scorecard metric. This completes the path from the initial plan-to-do-anything approach that Ad Hoc metrics allow, to the carefully defined measurements that Scorecard metrics support.

Mid-Year Updates

If you use yearly Scorecard metrics, you can now set them to be updated in a mid-year month.

You no-longer have to select a quarter-end month to see the values for quarterly Scorecard metrics, or a year-end month for Yearly metrics.  Once entered, the values show up for the entire period.

The Entity CSV Download has a new column that indicates whether each metric is Monthly, Quarterly, or Yearly.  If Yearly with a mid-year update month, it names the month.

Curvy Charts

Spark Charts now use wavy lines instead of straight ones. Hover over any data point to see the exact Target and Actual values.

Click on any chart to see a bigger version that's easy to copy into a spreadsheet or presentation.  Charts on paper printouts of metric PDF reports are curvy now too!

Pareto Charts now display vertical bars instead of horizontal ones.

The Tags, and Responsibilities screens now show the new charts by default (like the Process Review screen). Choose Rolling 15 Months from the Show: Metrics drop-down to see the raw data instead of a chart.

Intuitive, Drag-and-drop Sorting of Plan Tactics and Scorecard Metrics

Now you can sort metrics within each process.  Just edit the process, grab the metrics, and rearrange them!

We have removed the "Display Order" for plan tactics and replaced it with similar drag-and-drop reordering.  The system automatically renumbers your plan tactics with numbers 1-n.

Release 2014-01-31: Metric Auto-Roll-Up

Automatically roll-up metric values from contributors to higher-level metrics. Choose from a variety of automatic calculation options: Add, Average (mean), Maximum, or Minimum.

Tactic Start/End Notifications

Subscribe to an email alert for the start and finish dates of any tactic you own by clicking on the little bell icon next to that tactic:

Notifications On:
Notifications Off:

Release 2013-09-13: Metrics on Plan Status Screen

Metrics can now be displayed on the Plan Status screen.

Check the Show Metrics box and click Apply Settings just like any other report setting.

Release 2011-10-05: Scorecard CSV

A new entity spreadsheet download (opens in Microsoft® Excel® or other spreadsheet application) shows a rolling 15 months of data (same as the Entity view screen) for every metric in an entity and its immediate sub-entities. Like the Heat Map screen, it shows two levels of entities. The CSV file format is easily machine-readable and should be compatible with most spreadsheet-type programs. This spreadsheet download can be used for "slicing and dicing" or reporting on data in the system or as a reverse of the Batch Data Load process.

Release 2011-05-09: Data Subsets

Scorecard Improvements

• "Metric Subsets" have been renamed, "Data Subsets" because in addition to picking metric types, you can now choose your favorite sub-entities. This facilitates a greatly pared-down Heat Map, Metric Contributors, and Variance Analysis (when you add a Pareto analysis on the Process Review screen).
• The Heat Map screen now has a Show Targets button to display targets as well as actuals. When not showing targets you can still hover over an actual value to see the target, units, and what-is-better (more/less/closer).
• When showing targets, the Heat Map screen now shows a label indicating which row is actual and which is target.

Focus reviews with data subsets

Businesses commonly track a large number of metrics on their scorecards, but individual leaders need to focus their reviews on the subset of data most meaningful to them. PlanBase Scorecard lets you define subsets of the metrics and sub-entities most essential to you for a more concentrated view of every Scorecard screen, but particularly of the Heat Map screen.

Use a subset by selecting it in the Data Subsets drop-down tab in the top navigation section of any Scorecard View screen. Selecting a data subset is sticky - it stays selected when you navigate between the Scorecard View screens. To view all metrics and entities again, select *All Data* from the same drop-down, or click a link in the left-hand navigation pane, or edit something on the Entity View screen.

Release 2011-01-10: Scorecard Metric Subsets

• Each entity, function, or process owner can now create their own subset of metrics that are most important to them and navigate the Scorecard system showing only that subset. The new Edit Metric Subset screen makes it easy to select your favorite metrics. Any combination of metrics (within an entity) is allowed in a subset.
• The Heat Map screen now suppresses (or at least dramatically shrinks) columns that have no metrics in them.
• The old system of calling some metrics Entity KPIs or Function KPIs has been converted to the new system such that all the old Entity KPIs have been moved to the Metric Subset of the entity owner and the Function KPIs have been moved to the Metric Subsets of the function owners. The new system only allows one subset per-person per-entity and generally only entity or function owners can have their own subset.
• Tip: Inform your direct reports that you will use your subset to review their progress.

Scorecard Metrics on Hoshin

If you are a PlanBase Hoshin and PlanBase Scorecard user, you can now attach Scorecard metrics to Hoshin objectives and strategies. You can still define ad-hoc Hoshin metrics on-the-fly, but it's much easier to grab an existing metric from Scorecard and leverage the data already being tracked in the system.

Also, the Process Review screen has been redesigned so that metric-specific process improvements are shown next to their metric. General process improvements display at the top of the screen.

New Scorecard Features: Batch Data Load and Heat Map

Batch Data Load Screen

You can only access this screen if you have batch-data-load privilege, but you don't need the privilege to benefit from it! It allows someone (or a program) to automatically upload actuals and targets for multiple metrics at once. This is particularly useful when that data is provided by another system, but it can also be used to limit people's ability to enter data.

If you are an administrator with batch-data-load privilege, you can find the new screen in the left-hand navigation pane. It's designed for uploading a Tab-Delimited Text file (.txt) from a spreadsheet or other source. It is similar to the Metric Load screen but it allows loading multiple metrics at once. Before loading any metrics with this screen, you need to set those metrics up to be batch loaded. See the on-line help for full details.

Heat Map Screen

The Heat Map is a graphical representation of the current month's progress by metric vs. business unit. It shows all the key metrics across a BU, or function and highlights:

• How each business units is performing across multiple metrics
• Which metrics are challenging the most business units
• If any key reviews for this period are missing

Instances of a Metric Type Screen

This screen shows every instance where a metric type is used and lets you check across-the-board performance. It is also useful for managing metric types and for investigations related to batch data loading. It displays the review status, trend, and concern for each metric.

PlanBase Scorecard

Manage processes and KPIs with ease in PlanBase Scorecard. It shares a single-sign-on with PlanBase Hoshin and is just as easy to use. The new Scorecard system:

• Supports using the same definitions for metrics (measurements) across an organization
• Provides a rolling 15-month view of process performance
• Charts actual performance relative to target
• Shows different views of the organization: by business, function, process, or metric.
• Encourages process improvements that specify who, what, and when

Please contact your account manager for a demo.