Design and create Scorecards to give a snapshot of current performance compared to set goals!

We recommend you watch the video to get started!

 

 

 

This article covers the following topics

Customising your Scorecard Model
Creation of document in Modeller
Value Model customisation

 

Concertos Modeller Customization

 

Steps to create a fully functional Scorecard Model:

 

 

Creation of Document in Modeller

Create your own document in the Modeller

Refer to the image below

 

 

 

Step 1: Create and Name a New Document

            Open the Modeller from the Launchpad

 

Step 2: Select the New Document icon

             Select the document from the new document icon

 

Assign the folder location to be in Mining and the file name to be [first initial.surnameMine] as shown below;

 

Step 3: Save the document.

 

 

Value Model Customisation

To customise the Value Model, follow the steps below;

 

 

 

Step 1: Set Document Properties

Assign a Short Name

Assign a Thumbnail image for your document

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Locate the Images folder, and proceed to search for and select the image 77Mining.jpg

 

 

Step 2: Create a New Model in Concerto's Model Library

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Set Model ID to [netRev]. Set Model Name to [Net Revenue]

 

 

 

Model Tab- Value Model Customisation

Follow the steps below for Value Model Customisation

 

Step 1: Customise the model section details into the fields as shown in the image

 

 

Step 2: Customise General Settings

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Step 3: Customise Concerto Views

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Step 4: Leave Time Settings to default inputs and selections

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Step 5: Customise Key Figures as shown below

 Actual, Budget, Target, Benchmark, Sim 1, Sim 2

  Refer to the image below

 

 

 

Step 6: Customise View Toolbar Settings

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Step 7:  Customise Metric Attributes

 MetricID, Unit, Person Resp., Data Owner, Data Source, Controllable, Impact, GL Account

Refer to the image below

 

 

Step 8: Leave Constraint Modelling on default selection

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Step 9: Leave Worksheet Icon on default selection

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Metric Tab - Value Model Customisation

 

 Step 1: Upload Metrics 

To fast track model building use Upload Metrics Tool, allowing quick loading of Metrics from CSV file.

 

 

 

 

 

 

 

Step 2:  Select All to assign the following Metric Settings to every node

 

 

  
Mapping & Calculation Tab - Value Model Customisation

 

 

Step 1: Metric Details, Order, & Configuration

             Select all Children, that is, every child node, to allow bulk setting of all children mapping rules to               Manual Data Entry.

 

 

 

 

 

Step 2: Select all Parents

            Proceed to set Population to Calculation

 

 

 

 

Note: Configuring the Parent nodes for this exercise, as well as in-real-life application, will sometimes require additional deliberation per parent node.

 

Traffic Light & Simulation Tab - Value Model Customisation

 

Step 1: Select & Assign Stoplight Thresholds

            Individually select all Cost associated nodes using <Crtl> + LMB

 

 

Note: <ShiftKey> + LMB allows for bulk selection of nodes on the same level of a hierarchy

 

Step 2: Individually select all Revenue associated nodes

 

 

 

Step 3: Select all Children

 

 

 

 

Step 4: Select all Parents

 

Make sure to untick Show in the worksheet

 

  
Dashboard Tab - Value Model Customisation

 

 

Step 1: Dashboard – Aggregation

            Add your first tile

           

 

Add your first tile, and then configure as shown below

 

 

Step 2:  Tile 2 Objective

 

Add another tile, and then configure as shown.

 

 

Step 3: Tile 3 objective

 

 

Add the final tile for the Aggregation section, and then configure as shown

 

 

Dashboard

Dashboard - Timeseries

Step 1: Tile 1 objective

 

Add your first tile, and then configure as shown.

 

                                         

Step 2: Title 2 objective

 

 

Add another tile, and then configure as shown in the image below.

 

 

Step 3: Title 3 objective

 

 

Add your final tile for Time Series, and then configure as shown.

 

 

 Data Tab - Value Model Customisation

 

 

Step 1: Input Net Revenue Master Data

         Open ‘Net Rev Master & Transactional Data’ file from your dedicated exercise folder

 

 

 

 

 

 

Transactional Data - Value Model Customisation

Step 1:  Play your Concerto document

 

 

 

 

 

 

Step 2: Navigate to Worksheet View

 

Open the worksheet view from the toolbar.

 

Step 3: Navigate to the transactional page and transactional data excel spreadsheet

 

 

 

Copy and paste the metrics for Actual, Budget, and Target over to the running document’s Worksheet View in a process similar to the input of master data

 

Step 4: Once all of the required metrics are copied over, make sure to Save the Data