> ## Documentation Index
> Fetch the complete documentation index at: https://stratengineai.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Run Balanced Scorecard in StratEngine

> Build a Balanced Scorecard for a company in StratEngine with objectives, measures, targets and initiatives across four perspectives.

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.

<Note>
  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](/docs/strategy/billing/plans) and [pricing](https://stratengineai.com/#pricing).
</Note>

## 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.

## 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](/docs/strategy/framework-results) and [Analysis depth](/docs/strategy/analysis-depth).

## Run it

<Steps>
  <Step title="Open Generate Framework">
    In the side menu, under **Quick Frameworks**, click **Generate Framework**.
  </Step>

  <Step title="Select Balanced Scorecard">
    Find **Balanced Scorecard** under **Financial & Performance Analysis** and click **Select**.
  </Step>

  <Step title="Fill in the business context">
    Complete the **Business Context** fields. See [Generate a framework](/docs/strategy/generate-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**.
  </Step>

  <Step title="Generate">
    On pay-as-you-go, pick an **Analysis depth**. Then click **Generate Framework**.
  </Step>
</Steps>

## Related

* [Value Driver Tree](/docs/strategy/frameworks/value-driver-tree)
* [Capital Allocation Framework](/docs/strategy/frameworks/capital-allocation-framework)
* [Framework library](/docs/strategy/frameworks/index)
* [Blue Ocean vs. Balanced Scorecard: AI Insights](https://stratengineai.com/blog/blue-ocean-vs-balanced-scorecard-ai-insights) (StratEngine blog)


## Related topics

- [Run Capital Allocation Framework in StratEngine](/docs/strategy/frameworks/capital-allocation-framework.md)
- [Run Value Driver Tree in StratEngine](/docs/strategy/frameworks/value-driver-tree.md)
- [Run Blue Ocean Strategy in StratEngine](/docs/strategy/frameworks/blue-ocean.md)
- [Run SWOT in StratEngine](/docs/strategy/frameworks/swot.md)
- [Run VRIO in StratEngine](/docs/strategy/frameworks/vrio.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.