Balanced Scorecard Module Numeric Gauges, Monthly Grids and Strategy Map WYSIWYG:
This 10 minute video explains how to use the Numeric Gauges, Monthly Grids and Strategy Map WYSIWYG.

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Video Script:- Using the Balanced Scorecard Monthly Grids.

Using the Objectives and Initiatives Grid, Numeric Gauge Cells:
Both of these have the capacity to contain a linked, numeric, %-based Gauge.
The Gauge Image style is set in the Options module and can take the form of either a Speedometer gauge or one of several other icons.

The Objective Grid Gauge value is the average of the Initiative Gauge Values.
The Initiative Grid Gauge value can be set as the average of one of the Monthly grid row values.
Both Gauges can be adjusted manually and locked if required.

The Organizational Tree can also display Speedometer Gauge Icons which show the average of all the employee objectives.
Similarly the Averaged Objective Gauges can be represented inside the actual Strategy Map beside each Objective.

Closed-Loop-Learning and Strategy Map WYSIWYG:
To do this: Create Tree and Map Gauges from averaged Monthly Grid Row data.
1. Create Strategic Objectives in the Strategy Map.
2. Assign These Objective to Employees in the Balanced Scorecard.
3. Describe and then Measure this connection using a KPI or KRA statement, located in the cell adjacent to the Objective column.
4. The Objectives Grid gauge is then driven by the average of the Initiative Grid gauges.
5. The Initiative Grid gauge is then driven by the averages of the appropriate Monthly Grid row.
6. Changes to the Monthly Grid values should change the Tree and Map speedometer gauges.
7. If the Tree or Map gauges are down, then there is a fault in either your operations or your strategic plan.

Strategy Map Wysiwyg is the concept of displaying the Speedometer Gauges inside the Strategy Map, plus the ability to display the Objectives Grid below showing Related Gauge Values.
(Wysiwyg is pronounced “wiziwig”. This is a well known computer acronym for: "What you see is what you get".)

Setting up Gauges in the Objectives and Initiatives grids:
Once the Strategic Plan already exists, these grid columns are setup in the Options module.
You can define the Column Name, Column Location and Cell Style. You can also have a gray numeric value hovering above and to the right of the icon.

If you are adding this column to the grid, click on the checkbox to enable the column.
Before doing this it is a good idea to click on the grid column that will be to the left of the new gauge column. Otherwise you can move the column to its final location using the arrow buttons.

Setting up the Monthly Grids:
If you want to have monthly grids, you must first have the Date-Range column enabled in the Initiatives Grid.

When this is done you can setup the monthly grids in the Options module and you will need to decide want grids you require plus the names you want to call them.

When this is done you can select the date range to define a number of months and have these displayed as cells in a monthly grid for every Initiative.

If you are using the Planned and Actual (or Before and After) concepts it is important to understand these concepts:
1. Planned cell data is entered Ahead of today's date.
2. Actual cell data is added at some later date.
3. Planned Data is Always Valid, whilst Actual Data must be Marked as Valid.
4. So to calculate derived values such as Actual/Planned the software needs to know if an Actual Monthly value is Valid.
- Is this Zero valid data... or just blank data?

Two Types of Monthly Grid:
Date-Range months are not restricted to any Financial Year plus each Initiative can have different dates.
Both have Planned, Actual and Actual/Planned capability.
The Actual Cell data is hidden from display if the Date-Range month is not set as valid.

1. The Gantt Grid is usually called the Progress Grid.
It is a multi-function grid that allows Plain Text, Numbers or Icon Gauges.
Each grid can be setup differently for each Initiative row.

2. The Numeric Grid is usually called the Finance Grid.
It has 2 series, which are commonly called Income and Expense.
Planned and Actual values produce derived values such as Actual/Planned.
Using both series provides derived values such as Actual and Planned Profit, or Actual/Planned Profit.

Editing the Initiatives Grid Monthly data:
The Edit Mode screen contains the two linked grids (Objectives and Initiatives) and below that is the Edit Panel.
When you click on a grid cell, the appropriate details are displayed in the Edit Panel.
To edit the monthly grids, click on the Monthly Grid Icons inside the Initiatives grid.

There are six stages to setting up an Initiative Grid with Monthly data.
1. Set the Date Range.
This is a list-based column so you can simply choose an existing date range.
If it does not exist then either add new, or edit existing dates on-the-fly, whilst staying in grid edit mode.
The Date Range sets a Month Count which defines the Monthly Grid Columns.
When editing the date range, the valid-months grid appears and you can set which Actual Monthly Data is Valid.

2. Set the Gantt Grid Style.
Click on the Initiative grid Setup-Progress-Grid Icon.
If you set pure text mode [Abc] then this cannot drive the Gauge.
You can define the rows differently for each Initiative and also have special row names.

3. Enter the Gantt Grid Data.
The Monthly grid will display when you Click on the Initiative grid Edit-Progress-Grid Icon.
If your monthly grid contains gauges icons, then the software will need to know the best and worst values so that it can scale the % based gauge value.
If lower numbers are better, for example “Work Days Lost”, then click on the [>] button.
Then click on the Grid cell and enter in the required values or text.

4. Enter in the Numeric data – First Series and then Second Series.
Click on the Initiative grid Edit-Numeric-Grid Icons to display the monthly grid.
Click on a monthly grid cell and enter in the numeric data required.

5. Finally locate the Initiatives Grid Gauge Cell and select the Monthly Grid row that you want to be the driver.

As you enter in data or enable the months, the gauges should all respond as required.
When you save the data these changes are finally written.

Summary:
The Balanced Scorecard monthly grids allow you to do Planned and Actual budgeting or compare Before and After and have these values drive the Gauges back up the Organizational tree and inside the actual Strategy Map.

Thankyou for watching this video demonstration.