How to use UMB_PRES - My Balanced Scorecard

SAP Transaction Code - Details

• Transaction Code: UMB_PRES

  Description: My Balanced Scorecard

  Release: S/4HANA and ECC 6

  Menu Path:

  • Accounting > Strategic Enterprise Management > Strategy Management > myBalanced Scorecard
  • Information Systems > Strategic Enterprise Management > Strategy Management > myBalanced Scorecard

• • Program: UMB_BSC_PRES

    Screen: 1000

    Authorization Object:

  • Development Package: UMB

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: UMB_PRES - My Balanced Scorecard

  
  Overview:
  The SAP transaction code UMB_PRES - My Balanced Scorecard is used to create and manage a balanced scorecard. It is a tool used to measure the performance of an organization by taking into account both financial and non-financial indicators. The scorecard helps to identify areas of improvement and provides a framework for setting goals and objectives. 
  
  Functionality: 
  The UMB_PRES - My Balanced Scorecard transaction code allows users to create and manage a balanced scorecard. It provides an overview of the organization’s performance, allowing users to identify areas of improvement and set goals and objectives. The scorecard can be customized according to the user’s needs, allowing them to track the performance of different departments or teams. 
  
  Step-by-step How to Use: 
  1. Log into SAP and enter the UMB_PRES - My Balanced Scorecard transaction code. 
  2. Select the “Create” option to create a new scorecard. 
  3. Enter the name of the scorecard and select the type of scorecard you want to create (e.g., financial, non-financial, etc.). 
  4. Select the indicators you want to include in your scorecard (e.g., sales, customer satisfaction, etc.). 
  5. Enter the target values for each indicator and save your changes. 
  6. To view your scorecard, select the “View” option from the menu bar. 
  7. To edit or delete your scorecard, select the “Edit” or “Delete” option from the menu bar respectively. 
  
  Other Recommendations: 
  It is recommended that users regularly review their scorecards in order to identify areas of improvement and set goals and objectives accordingly. Additionally, users should ensure that their scorecards are up-to-date with accurate data in order to get an accurate picture of their organization’s performance.