Function documentationScorecard Comparison View Locate this document in the navigation structure

 

Use the Scorecard Comparison view to compare similar information across multiple contexts.

For example, a European Sales Manager may be interested in the European scorecard, but may also be interested in the Germany scorecard, France scorecard, and UK scorecard. The Scorecard Comparison allows you to compare these scorecards side by side.

The Scorecard Comparison may clearly highlight any inconsistencies in performance across your areas of responsibility so that you can investigate further.

Prerequisites

Your administrator has selected the Display Scorecard Comparison Tab as an application default setting. If you do not see the Scorecard Comparison tab, it means your administrator has not selected this option.

Features

The Scorecard Comparison view has the following features:

  • You can compare a view of perspectives, KPIs, and objectives between contexts, or just the perspectives and KPIs by changing the layout with Select Format.

  • You can specify which contexts you want to compare and the order in which to display them using Select format.

    All aspects of the first context are shown in the comparison. The other contexts for comparison show only the rows that match the first context. If there is an item in another context that the first context does not have, it is not included in the comparison. For example, if the first context has an Employee perspective but the second context does not, the Employee perspective is shown. If the second context has a Finance perspective but the first context does not, the Finance perspective is not shown in the table.

  • You can specify the columns of information you want to compare using Select Format.

  • You can display a Details view of a perspective, objective, KPI, or scored context by clicking that item. If an item does not display a Details view, it means that item is not being measured by underlying objectives or KPIs.

  • You can sort on any column that appears as a link. KPIs are sorted within each perspective for the first context.

  • You can restore defaults to show just the Status column for objectives and just the Trend and Status columns for KPIs.

  • You can change the time frame of the comparison.

  • You can expand or collapse the information using Open All and Close All. Or you can expand and collapse the items for a perspective or objective by clicking the plus (+) or minus (-) sign next to that item.

Activities

To display a Scorecard Comparison, click the Scorecard Comparison tab in the Scorecard component.

To specify the view and the columns you want to compare, click Select Format.