Goals

For any given item, success is largely measured by the accomplishment of predetermined goals. In order to determine whether item goals are being met, and whether resources are allocated in accordance with organizational goals, these goals must be carefully defined, specifically, when configuring the axis parameters and display options for the Investor Map.

Once you view the balance of a portfolio, you can determine whether it is indeed aligned with business goals. You can achieve a solution to any imbalance by adding candidate items or closing items in the What-if scenario mode.

Related Topics

Investor Module Overview

What-If Scenario Mode

About the Investor Module

Accessing the Investor Module

Tour of Your Investor Map

Alignment

Displaying an Investor Map

Customizing the Investor Map

Setting Goals

Gap Indications

Working with Items

Selecting and Viewing Portfolios

Working with Scenarios

Working with Snapshots

Custom Exporting

Exporting Investor Map Information



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Last Published Thursday, December 10, 2020