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The Balanced Scorecard in StratEngine turns a company’s strategy into objectives, measures, targets and initiatives across four perspectives: financial, customer, internal processes, and learning and growth. Use it when you need a way to track whether a strategy is working, not only a description of it. It needs the Professional plan or pay-as-you-go.
The Balanced Scorecard carries the Advanced badge. It’s included on the Professional plan and higher, and pay-as-you-go accounts can run it per analysis. On other plans its card shows Upgrade instead of Select. See Strategy plans and pricing.

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When to use it

  • You’ve set a strategy and need measures and targets to track it.
  • Leadership reviews focus on financials alone and you want customer, process and people measures too.
  • You’re planning the next quarter or year and want initiatives tied to each objective.

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What you get

The Components tab has a Framework Summary and one Framework Details section per perspective:
  • Financial
  • Customer
  • Internal Business Processes
  • Learning and Growth
Each perspective is organized into objectives, measures, targets and initiatives. Every section is editable, and Sources lists what the analysis cited. Standard and Deep runs also fill the Momentum tab (trends affecting the company), which means Essential and higher plans, or pay-as-you-go at Standard or Deep. Deep runs add the Assumptions tab (what the analysis depends on, by risk), which means Professional, or pay-as-you-go at Deep. See Work with framework results and Analysis depth.

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Run it

1

Open Generate Framework

In the side menu, under Quick Frameworks, click Generate Framework.
2

Select Balanced Scorecard

Find Balanced Scorecard under Financial & Performance Analysis and click Select.
3

Fill in the business context

Complete the Business Context fields. See Generate a framework for what each one asks.Under Framework Inputs (Optional), the Balanced Scorecard asks for Strategic Time Horizon (for example, next quarter or three years) and Current Strategic Priorities. Targets depend on the time horizon, so set it if you have one in mind.Click Continue.
4

Generate

On pay-as-you-go, pick an Analysis depth. Then click Generate Framework.