+Beyond-Bot.ai + BSC Designer
BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to BSC Designer.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in BSC Designer.
Trigger Workflows
Start automated workflows in BSC Designer based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within BSC Designer.
Balance Scorecard Weights
Recalculate and persist balanced indicator weights across a scorecard, returning every changed old and new weight. Use only on an owner-approved scorecard because this documented mutation has not yet been live-verified.
Download Excel Report
Generate and download a scorecard's Excel report, optionally evaluated at a specified date.
Get Document
Get metadata and sharing settings for one scorecard document by numeric ID or alias.
Get Grouped Indicator Values
Get one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
Get Indicator Value
Get one indicator's value, baseline, target, minimum, and maximum for the requested as-of date under its update-interval and value-inheritance settings, including each metric's effective date. Future scheduled values are not returned before their effective date.
Get Scorecard Item
Get detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
List Documents
List scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
List Scorecard Items
List the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.
Set Indicator Values
Set one or more indicators' value, baseline, target, minimum, or maximum in one batch request. BSC Designer maps the requested date to each indicator's configured update schedule; use the returned date and metric-specific effective dates for read-back or restoration because they may be later than the requested date. Omitted metrics are left unspecified.
Update Indicator
Update an indicator's name, description, or leading/lagging business type without changing its measured values. The tool reads and preserves unspecified metadata, then verifies the update; avoid concurrent edits to the same indicator.