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Product SWOT & Product Scorecard

Audience: Product Manager, Strategy Manager
Page Type: How-To Guide
Duration: 45-60 minutes

Product SWOT​

What It Is​

Product SWOT in COS uses the same SWOT engine with product scope. Each analysis is linked to:

  • Product
  • Planning period
  • Org unit

Record Model​

SWOT entries are stored as:

  • Category: STRENGTH, WEAKNESS, OPPORTUNITY, THREAT
  • Summary: required
  • Detail: optional
  • Risk fields (optional, same record):
    • isRisk
    • riskPrimaryCategories (multi-select)
    • riskSecondaryTags (multi-select)
    • riskLevel (0..1)
    • riskProbability (0..1)
    • on-the-fly score: riskLevel * riskProbability

Basic Flow​

  1. Go to Situation Analysis → SWOT Analysis and select Product as the SWOT scope (the old /product-swot address redirects here)
  2. Create analysis (product + cycle + org unit + name)
  3. Add SWOT entries by category
  4. Optionally mark entries as risk and fill risk fields inline
  5. Update or remove entries as needed

Risk behavior:

  • If risk is unchecked, risk fields are cleared automatically.
  • If risk is checked, at least one primary category and level/probability are required.

Integration with Findings​

Product SWOT entries are not listed in Findings → Analysis Inputs.

Findings import scope is limited to PESTLE, Porter, and VRIO analysis inputs. Product SWOT remains a synthesis artifact and is managed in the Product scope of the SWOT page.

Product Scorecard​

What It Is​

Product Scorecard tracks product-level KPIs per planning period.

Scorecard/KPI Model​

  • A scorecard is bound to a product + planning period combination. A scorecard without a planning period is not subject to the KPI lock.
  • Scorecard KPIs are KPIs from the KPI register; the scorecard uses them and keeps a weight for each.
  • The KPI definition (title, unit, direction HIGHER_IS_BETTER / LOWER_IS_BETTER, IPF dimension, perspective) lives on the KPI and is edited in Goals & Tracking → KPI Tracking.
  • The number of KPIs per scorecard is limited by the plan's max_product_scorecard_kpis.

Adding KPIs​

On the scorecard detail, Add KPI offers 4 tabs:

  1. From library (new KPI): creates a new KPI from a Product KPI library or KPI & IPF library item. When the owner unit is left empty, the product's first owner unit is used.
  2. From KPI register: adds an existing KPI.
  3. From another report: picks from another report's KPIs.
  4. From previous cycle: adds the KPIs of the same product's scorecard in a closed cycle, with their weights.

See KPI Tracking › Adding KPIs to reports.

Measurement Model​

Measurements belong to the KPI: period start/end, periodicity, target, actual, forecast (optional), status note (optional). If the same KPI is used in another report, the same series appears there. Measurements can be entered by the KPI's responsible, the owner and parent unit leaders, and administrator roles.

Tips​

  • Keep SWOT entry text short and decision-focused
  • Do not mix KPI meaning and KPI target in the title; keep title stable
  • Use one consistent periodicity per KPI where possible for cleaner trend tracking