BSC Designer helps organizations create balanced scorecards, manage KPIs, visualize strategy maps, and track strategic performance.
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.
Generate and download a scorecard's Excel report, optionally evaluated at a specified date.
Get metadata and sharing settings for one scorecard document by numeric ID or alias.
Get one indicator's values grouped by day, week, month, quarter, half-year, or year over an explicit date range.
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 detailed metadata for one scorecard item, such as an indicator, goal, or initiative, using its exact item identifier.
List scorecard documents owned by or shared with the connected user, returning IDs and aliases for subsequent scorecard operations.
List the goals, perspectives, indicators, initiatives, risks, rationales, and expected outcomes in a scorecard, with optional local filtering for value-bearing indicators.
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 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.
The BSC Designer integration connects your Dench AI CRM directly to BSC Designer, so agents can read and act on your BSC Designer data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through BSC Designer's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find BSC Designer and click Connect — you'll authorize access through BSC Designer's own sign-in flow. No API keys or code required.
Ask an agent to use BSC Designer in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench BSC Designer integration connects your AI CRM to BSC Designer, so AI agents can work with your BSC Designer data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The BSC Designer integration currently exposes 10 actions, including Balance Scorecard Weights, Download Excel Report, Get Document, Get Grouped Indicator Values, Get Indicator Value, and Get Scorecard Item. Agents invoke them on your behalf from chat or from automations.
No. You connect BSC Designer from your Dench workspace using BSC Designer's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through BSC Designer's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the BSC Designer connection from your workspace settings at any time.