Custom View tab: Diagram tab

Use this tab of the "Scorecard editor: Custom View tab" to create a diagram that shows a customized view of your business and strategy data.

For more information, see:

Components

Diagram area

Use this area to drag and drop objectives and KPIs to show in your customized view.

Each node (that is, the representation of an objective or KPI) on the diagram shows the status of the objective or KPI by displaying the icon and color that represents the assessment range. A KPI node also displays the actual value of the KPI and the percent variance from the target.

To:

Display options that allow you to work with a node, click the Options button (on the right side of the node) to display the "Node Options Menu".
Display additional performance data for the KPI, such as target value or variance, click the down arrow at the bottom center of the node. To collapse this data, click the up arrow.
Zoom in and zoom out of the diagram, or to specify a background image, a background color, or both for the diagram, use the toolbar buttons on the "Scorecard editor: Custom View tab".
Work with comments (if any), click the Comment button in the upper-right corner of a node to display the "Status window", where you can read the comments that previously have been added, add another comment, or reply to a comment. See "About Comments".
Work with status overrides (if any), click the red asterisk in a node to display the "Status window", where you can view the overrides that previously have been applied or apply another override. See "About Status Overrides".