Categories—also known as Perspectives—represent the strategic themes or groupings within your Scorecard (such as Financial, Customer, Internal Process, or Learning & Growth).
They help organize your objectives and measures, providing structure and clarity across your strategic framework.
Creating a New Perspective
From the left navigation, click Scorecards.
Click the kebab menu (⋮) and select Edit Scorecard.
Navigate to the Categories tab.
Click + Add Category.
Enter a Name (e.g., Social Responsibility).
Click Save.
💡 New Perspectives appear instantly within your Scorecard and can be assigned to Objectives, Measures, or Initiatives for better organization.
Adding Multiple Perspectives
From the Categories tab, click + Add Category.
Select Add Multiple.
In the text box, enter each Category name on a new line (e.g., Financial, Customer, Internal Process, Learning & Growth).
Click Save.
💡 Bulk adding is ideal when setting up a new Scorecard or defining a standard framework such as the Balanced Scorecard.
Editing a Perspective
Click the kebab menu (⋮) and select Edit Category.
Update details such as Name, Description.
Click Save.
💡 Editing a Perspective updates how it’s displayed across your Scorecard and any linked reports.
Duplicating a Category
Click the kebab menu (⋮) to select Duplicate Perspective.
Enter a New Perspective Name.
Click Duplicate.
💡 Duplicating helps you quickly reuse structure or naming conventions across multiple Scorecards.
Deleting a Perspective
Click the kebab menu (⋮) to select Delete Category.
Confirm deletion by clicking Delete.
⚠️ Deleting a Perspective permanently removes it from your Scorecard and any associated elements. Ensure all linked Objectives and Measures are reassigned before deletion.