Define Goals for Measures in the Order Promising Work Area

Create goals for your performance measures to determine what's important for order scheduling.

Promising uses the goals that you specify when it displays details in tiles on the Overview page.

You can create a goal only for a measure that's a currency, number, or percent.

Assume you want to specify that higher values are better for the Gross Margin Percentage measure, and you want to specify these ranges.

Value	Apply When the Gross Margin Is
High	Greater than 60. The graph is green.
Medium	31 to 60. The graph is yellow.
Low	0 to 30. The graph is red.

Try it.

1. Go to the Global Order Promising work area, then click Tasks > Manage Planning Measures.

2. On the Manage Planning Measures page, expand the Global Order Promising measure, click the row that has Gross Margin Percentage in the Measure column, then click Edit.

3. In the dialog that displays, click Advanced > Goals.

4. Select High Values are Better.

5. Set the values.

   Attribute	Value
   Low Range From Value	0
   Low Range To Value	30
   High Range From Value	60
   High Range To Value	100

6. Click Save and Close.

7. Verify your set up.
   • Go to the Order Promising Summary, place your mouse over the Financial Performance tile, then verify that it displays the goals that you specified, and that the chart's color matches the range that you specified. For example, if the tile says Gross Margin Percentage: 99.2%, then the tile should be green.
   • Expand Financial Performance, then notice the bar chart in the Margin Percentage by Schedule Date area. Each bar indicates the Gross Margin Percentage for each day.