Overview pane

Use this pane to view summary information about the selected initiative, objective, or KPI.

For more information, see "Viewing Overview Information".

This pane is part of the "Scorecard editor: Overview tab".

Summary Information

This area displays summary information about the selected objective, initiative, or KPI. For more information on the specific information that is displayed, see:

"Initiative or Objective Overview"
"KPI Overview"

Initiative or Objective Overview

This view is displayed in the "Overview pane" when you select an initiative in the "Initiatives pane" or an objective in the "Strategy pane". Use this view to view basic settings for the selected initiative or objective (for example, status, business owner, and so on) and a status summary showing the number of KPIs and initiatives, or KPIs and objectives, that evaluate progress in each performance state.

Components

Score

Displays the score for the selected initiative or objective in a gauge.

For more information on scores, see "Understanding Initiative or Objective Performance Assessment".

Children

Displays for the selected initiative or objective:

The number of its child initiatives or child objectives in each status.
The number of its child KPIs in each status.

If there is at least one child objective, initiative, or KPI for a particular status, the status name is a hyperlink that displays the "Scorecard editor: Breakdown tab", showing the child object or objects.

Descendants

Displays for the selected initiative or objective:

The number of its descendant initiatives or objectives in each status.
The number of its descendant KPIs in each status.

If there is at least one descendant objective, initiative, or KPI for a particular status, the status name is a hyperlink that displays the "Scorecard editor: Breakdown tab", showing the descendant object or objects.

Perspective

Displays the perspective with which the selected objective or initiative is associated. For example, an Improved Client Response Time objective might be associated with the Customer perspective.

For more information on perspectives, see "What Are Perspectives?"

Business Owner

Displays the user ID of the person responsible for managing the selected initiative or objective.

Assessment Formula

Displays the rule that is used to assess the overall performance of the selected initiative or objective, for example, Worst Case or Weighted.

Go to this initiative or Go to this objective

Displays the "Scorecard editor: Initiative Details tab" or the "Scorecard editor: Objective Details tab") for the selected initiative or objective in the current mode (edit or view).

KPI Overview

This view is displayed in the "Overview pane" when you select a KPI in the "Initiatives pane" or "Strategy pane". Use this view to view basic KPI settings for the selected KPI and performance data.

Components

Score

Displays the score for the selected KPI in a gauge.

For more information on scores, see "Understanding Initiative or Objective Performance Assessment".

Perspective

Displays the perspective with which the selected KPI is associated. For example, a Net Profit KPI might be associated with the Financial perspective.

For more information on perspectives, see "What Are Perspectives?"

Trend

Displays information in text or symbol format that indicates how the performance of the selected KPI has changed since the last reporting period or a date that you specify. Performance information text or symbols include the following:

Decreasing (Bad) — Red down arrow (arrow displays vertically)
Decreasing Slightly (Bad) — Red down arrow (arrow displays on a 45 degree angle pointing right)
Decreasing (Good) — Down arrow outlined in green (arrow displays vertically)
Decreasing Slightly (Good) — Down arrow outlined in green (arrow displays on a 45 degree angle pointing right)
Increasing (Bad) — Red up arrow (arrow displays vertically)
Increasing Slightly (Bad) — Red up arrow (arrow displays on a 45 degree angle pointing right)
Increasing (Good) — Up arrow outlined in green (arrow displays vertically)
Increasing Slightly (Good) — Up arrow outlined in green (arrow displays on a 45 degree angle pointing right)
Unchanged — Light blue dashed line

Business Owner

Displays the user ID of the person responsible for managing the selected KPI.

Performance

Displays the following performance data for the selected KPI:

Actual — Displays the current value of the KPI (for example, Product Sales).
Target — Displays the desired value of the KPI (for example, Product Sales + 1500).
Variance — Displays the amount by which the actual value differs from the target value. This partially determines the performance level of the KPI and indicates how realistic the target KPI value might be or if it must be adjusted.
% Variance — Displays the amount by which the actual value differs from the target value expressed as a percentage.
Change — If you enabled trending, displays the amount by which the current actual value differs from that of the previous period. For example, if an actual value for an "Annual Sales" KPI is 25000 but was 20000, the change is 5000.
% Change — If you enabled trending, this displays the change value as a percentage.

History

Displays a graph showing, for the selected KPI, the actual values over time, such as for financial quarter, according to their assessed performance. For example, if four performance states (critical, warning, good, and excellent) were defined, KPI values are displayed according to these mappings.

The graph shows multiple time periods only if trending was enabled in the KPI's definition.

Go to this KPI

Displays the "Scorecard editor: KPI Details tab" for the selected KPI in the current mode (edit or view).