Working with KPI Details

When you create initiatives and objectives, you can assign KPIs to them to measure their progress and performance. You can work with these KPIs within a Scorecard using the Scorecard editor: KPI Details tab.

Specifically, you can:

• View basic KPI settings as well as a graph that presents actual values and target values.

• Override the label, description, and business owner that are defined for the KPI.

• Pin dimensions.

• View documents that provide supporting information to the KPI.

• Run actions that are associated with the KPI.

• Associate the KPI with a perspective.

• Specify an indicator type (for example, Leading) to indicate whether the performance of the KPI drives other KPIs, or is affected by the performance of other KPIs, or other data or processes.

• View, add, or reply to comments.

• Identify initiatives and KPIs (for a KPI listed in the Initiatives pane) or objectives and KPIs (for a KPI listed in the Strategy pane) that cause or effect the KPI.