Understanding Initiative or Objective Performance Assessment

Oracle Business Intelligence assesses the performance of an initiative or objective by aggregating the assessments of its children. In the process, it uses:

• Scorecard assessment mappings that you define. See "About Assessment Mappings".

• Assessment formulas (such as Weighted or Best Case) assigned to all objectives and initiatives. The assessment formulas include:

  • Worst case — Specifies that the status of the worst performing child KPI or objective is to be used.

  • Best case — Specifies that the status of the best performing child KPI or objective is to be used.

  • Most Frequent (Worst Case) — Specifies that, if half the child KPIs and objectives have high performance and half have low performance, then use the status of the worst performing child KPI or objective.

  • Most Frequent (Best Case) — Specifies that, if half the child KPIs and objectives have high performance and half have low performance, then use the status of the best performing child KPI or objective.

  • Weighted — Specifies to use a weighted average based on the weights you have assigned to the child KPIs and objectives. See "Assigning Weights to Child Objectives, Initiatives and KPIs".

  You assign assessment formulas when you create an objective or initiative. For how to create an objective or initiative, see "Creating an Objective" or "Creating an Initiative".

• Weights that you assign to child initiatives, objectives, and KPIs (but only if the parent's assessment rule is set to Weighted) to identify the extent to which each child contributes to the overall performance of the parent. See "Assigning Weights to Child Objectives, Initiatives and KPIs".