To generate a visual strategy map for a scorecard, start in the scorecard view, and switch to Strategy Map view.
By default, all results and programs are presented in a stacked view, along with their tags. To customize the strategy map, click Edit at the top right.
In the drawing canvas, you can drag objects, resize or rotate, and use the icons along the top to change fill, outline, or text color, or change text fonts. You can also import images and tables.
You can use the General, Basic, and Arrows libraries on the left to bring in additional objects. Clicking an object such as a rectangle or arrow brings that object into the canvas, and you can move, resize, and color as needed. When an object is selected, you can use its Add icon to make a duplicate.
You can also drag connectors between objects. Choose the type of connector line, and start dragging when your cursor is over a highlighted green dot on an object’s edge. Drag to the object you want to connect to. The start and end arrow icons, to the right of the connector line icon, can be used to adjust the appearance of the selected connector.
When objects are connected this way, moving an object will adjust the connector as well.
The right-click menu for any object has options for duplicating, layering, etc. For presentation and sharing purposes, many users use the Edit Link option to add links to results, programs, or measures.
The embed code for any scorecard object can be obtained by opening its page for viewing, and copied and pasted into the Edit link window.
Once applied the URL can be seen when the strategy map object is selected. When finished, you can use the buttons at the top right of the page to get the strategy map embed code, or to save and exit.
After you exit the editor, any links will be clickable. At the top right are options for exporting the strategy map to various formats, and getting the embed code.
