1. Creating Analyses and Dashboards in Oracle Transactional Business Intelligence
  2. Report Data
  3. Scorecarding
  4. Understand Watchlists

Understand Watchlists

Watchlists are tables that list scorecard objects (that is, initiatives, objectives, and KPIs) that are related to a particular aspect of a scorecard or that are grouped together for a particular purpose.

Some watchlists are components of scorecard objects. These include the following watchlists:

  • Initiatives & KPIs watchlist — Lists the child initiatives and the KPIs that are used to evaluate the performance of an initiative.

    This watchlist is displayed in the Analytics pane of the Initiative Details tab.

  • Objectives & KPIs watchlist — Lists the child objectives and the KPIs that are used to evaluate the performance of an objective or that are displayed in a view (that is, cause & effect map, custom view, strategy tree, or strategy map).

    This watchlist is displayed in the following tabs:

    • Analytics pane of the Objective Details tab in the Scorecard editor

    • Details tab of the Cause & Effect Map tab

    • Details tab of the Custom View tab

    • Details tab of the Strategy Map tab

    • Details tab of the Strategy Tree tab

  • Objectives, Initiatives & KPIs watchlist — Lists the initiatives, objectives, and KPIs that are associated with a perspective.

    This watchlist is displayed in the Perspective tab of the Scorecard editor.

Other watchlists you create to serve a particular purpose. These include the following watchlists:

  • KPI watchlist — Lists the KPIs whose performance you want to monitor.

    This watchlist is displayed in the Performance tab of the KPI Watchlist editor. See What Are KPI Watchlists?.

  • Smart watchlist — Lists the initiatives, objectives, and KPIs within a scorecard that meet criteria that you specify.

    This watchlist is displayed in the Smart Watchlist tab of the Scorecard editor. See What Are Smart Watchlists?.

  • Breakdown watchlist — Lists the child or descendant initiatives or objectives and KPIs that are used to evaluate the performance of an initiative or objective.

    This watchlist is displayed in the Breakdown tab of the Scorecard editor.

A watchlist includes columns that describe the scorecard objects (such as Status, % Variance, and so on) and components (such as View or Summary) that allow you to view and manage these objects.

For example, you can create an Objectives & KPIs watchlist consisting of two objectives — % Early Shipped and Fulfillment Days — that are used to evaluate the performance of an objective named Enhance Customer Satisfaction.