Monthly performance dashboard
Route: /dashboard/bsc-performance
Audience: Employees (self) and managers (scoped team)
Monthly performance answers: How did Total BSC and remark bands move across every month in a fiscal BSC cycle?
It complements the other dashboard pages:
| Page | Route | Question | Time lens |
|---|---|---|---|
| Balanced Scorecard | /dashboard/bsc | What happened this month? | Single month |
| Target Score Report | /dashboard/bsc-target | What do I need to reach the next remark? | Forward / planning |
| Bonus qualification | /dashboard/bsc-bonus | Who is bonus-ready, and which gate failed? | Single month |
| Monthly performance | /dashboard/bsc-performance | How did scores move through the cycle? | Full cycle (12 mo) |
| Performance comparison | /dashboard/bsc-comparison | How do segments compare in the cycle? | Full cycle (aggregated) |
Controls
- BSC cycle — Primary filter (e.g. BSC 2025, Jul 2025–Jun 2026). Not a calendar month picker; the page always shows all months in the selected cycle.
- Scope filters — Cluster, department, site (when your access pool spans multiple sites), and employee filters (when your access level allows). BSC Eligible / Bonus Eligible / Bonus Qualified multi-select filters (bonus eligibility uses current calendar month). Site filter also applies when arriving from Performance comparison drill-through links.
- Filter persistence — Cycle and scope filters are stored separately from Balanced Scorecard and Performance comparison (own URL params and session storage).
- URL state — Cycle and scope filters persist in the query string for sharing bookmarks.
Page sections (top to bottom)
Cycle averages
Mean Total BSC and mean score per KPM across all employee-months in scope that have scorecard data. Months without data are excluded from the average.
Total BSC in cycle (chart)
- Line chart across all cycle months.
- One line per employee when multiple people are in scope; a single line for self view.
- Metric dropdown: Total BSC, or any KPM present in the data (by weight).
- Reference lines (Total BSC only): Standard, Expectation, and Goal thresholds when everyone in scope shares the same goal tier; hidden when level/tenure differs.
- Final months: Bold month labels and emphasized dots when that month’s report was finalized.
Remark distribution / Bonus qualification distribution
Stacked bar chart — one bar per cycle month. Use the Remark | Bonus Qualification toggle in the panel header to switch views (each section remembers its own toggle independently):
| Lens | What the bars show |
|---|---|
| Remark | Share in each remark band (Below standard → Standard → Expectation → Goal) |
| Bonus Qualification | Share Qualified vs Not Qualified (bonus-eligible employees with qualification data that month) |
Hover a bar for counts and percentages. Empty months have no bar height.
Remark by month / Bonus qualification by month (table)
Employees × cycle months. Same Remark | Bonus Qualification toggle as the distribution chart (independent per section):
| Lens | Cycle column | Each month |
|---|---|---|
| Remark | Cycle-average score, remark band, ? tooltip (best month, low month, range, trend) | Remark band + Total BSC %; ▲/▼ MoM score change |
| Bonus Qualification | Count of qualified months with data | Qualification pill + Total BSC %; ▲/▼ MoM score change |
Sort — Name, cycle average (high/low), or cycle trend (declining / improving first).
Export CSV — Employee ID first, then employee name; cycle column and each month’s values match the active lens (remark bands or qualification labels + scores).
Data health
Per-month evaluation coverage for the current scope. Each employee-month is classified as:
| Status | Meaning |
|---|---|
| Scored | Total BSC present for that month |
| Gap | Employee had at least one scored month earlier in the cycle, but is missing this month |
| Not started | No prior scored month in the cycle and no score this month (e.g. mid-cycle hire or evaluation not yet started) |
The strip shows scored / expected per month, where expected = scored + gaps (not-started employees are excluded from the denominator). Detail labels include gap and not-started counts. Status hints: none, gaps, not started, draft, final, or complete.
For task delivery, eval gaps, and sync detail, open Balanced Scorecard for a specific month.
Data source
Same as Balanced Scorecard: live Mongo compute or BigQuery when enabled for your organization. The page calls GET /v1/dashboard/bsc/performance?cycle_id=.
Each employee-month includes Total BSC, remark band, and per-KPM scores when available.
Related links
- Bonus qualification — manager gate matrix for one month
- Performance comparison — segment comparison and drill-through into this page
- Total score goals — how remark bands are defined
- Fiscal cycles & locks — cycle boundaries and finalized months
- Progress report — shipped status
- Roadmap — planned dashboard enhancements