Key performance indicator scorecard editor

• US 8,095,417 B2
• Filed: 10/23/2007
• Issued: 01/10/2012
• Est. Priority Date: 10/23/2007
• Status: Expired due to Fees

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Handy, Stephen Van de Walker, Peterson, Peter Birkedal, Wilson, Brent, Hulen, Corey J.
• Primary Examiner(s): Jasmin, Lynda
• Assistant Examiner(s): Koneru, Sujay
• Application Number:
  US11/877,127
• Publication Number:
  US 20090106640A1
• Time in Patent Office: 1,540 Days
• Field of Search: None
• US Class Current: 705/7.39
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

A user interface is programmed to create a scorecard. The interface includes a scorecard module including a column area and a row area, and a key performance indicator area including a plurality of key performance indicators. A key performance indicator from the key performance indicator area can be dragged and dropped onto one of the column area and the row area to add indicia associated with the key performance indicator to the scorecard.

Claims

1. A computer-implemented method for creating a key performance indicator scorecard using a wizard, the method comprising:

displaying a template interface on a computing device, the template interface including at least one template that defines pre-configured layouts for the key performance indicator scorecard, a categories module that enables selection from a plurality of templates, a template module that lists available templates based on a selected category in the categories module, and an option checkbox that, when selected, enables the wizard to assist a user in creating the key performance indicator scorecard;

receiving selection within the option checkbox of the template interface to enable the wizard;

displaying a first screen in the wizard on the computing device including the plurality of templates;

receiving a first selection in the first screen of one of the plurality of templates;

displaying a second screen in the wizard on the computing device including a plurality of data sources;

receiving a second selection in the second screen of one of the plurality of data sources;

displaying a third screen in the wizard on the computing device including a plurality of key performance indicators at least relating to the one selected data source;

receiving a third selection in the third screen of one of the plurality of key performance indicators, wherein the third selection comprises the one of the plurality of key performance indicators being dragged and dropped onto an area of the scorecard designated by a visual cue positioned immediately adjacent thereto;

allowing for at least one of;

an actual value to be set for the one of the plurality of key performance indicators in the wizard;

one or more targets to be set for the one of the plurality of key performance indicators in the wizard; and

a tracking band to be defined for the one of the plurality of key performance indicators in the wizard;

displaying a fourth screen in the wizard on the computing device including a plurality of measure filters that can be applied to the one of the plurality of key performance indicators;

receiving a selection in the fourth screen of one of the plurality of measure filters, the selection chosen between an actual measure filter configured to generate a current value of the one of the key performance indicators and a target measure filter configured to generate an expected future value of the one of the key performance indicators based on a formula input; and

displaying a fifth screen in the wizard on the computing device including a plurality of columns associated with the one of the plurality of key performance indicators.