To view an indicator or performance measure, you can start by viewing its scorecard first, then clicking the name of the indicator or performance measure.
Or you can open the list of indicators or performance measures from the Objects menu, search for the indicator or performance measure you want to view, and click its name.
Note: Adding tags is a handy way to differentiate between multiple indicators or performance measures, so that you’ll be sure to choose the correct one. You can also use tags to filter your search.
At the top left of the page is reporting frequency, measure polarity, and whether the data is entered manually or calculated. Just to the left of the measure name is a star icon you can click to add or remove the measure from your favorites list. (Favorite measures appear in your dashboard.) At the top right are icons to edit the measure, view or download data, or add notes, containers, parent or child measures, and measures to compare on a graph.
The Gear icon has options to view related measures, embed, or share with us in our Success Stories Library.
When editing the measure, you can set Basic Properties (name, tags, description), Formatting Properties (decimal places, units, polarity), and Data Properties (data source, calculation type).
Just below the measure title is the data graph on the left, and the data itself on the right. Above the graph are links for Graph Settings, Trend Line Comparison, Edit Forecast, and the Edit Data button which can be used to change or add data.
Note: Users with admin permission can change the default colors and line widths used in graphs.
In the Data section, you can click the Notes icon at the top left to access notes for the measure. To fill out a note, or delete a note, click its Edit icon at the right. You can add a new note with the Add button at the top right. Keep in mind that note completion is a contributing factor to a scorecard’s engagement score.
Note: Users with admin permission can configure the default set of notes included with an indicator or performance measure. Admin users can also edit system-defined notes or create new notes.
At the bottom of the page, below the graph, you can view and define relationships, create or edit actions, or upload files related to the measure.
