Objectives View

Use

Use the Objectives view to review the objectives for the current context. Objectives are a higher level view of the performance management initiative. The progress of an objective is determined by analyzing the performance of the KPIs associated with the objective.

Features

The Objectives view has the following features:

  • You can review the objectives and their statuses.

    For more information, see Objective Details and Indexed Scoring vs. Absolute Scoring.

  • You can highlight the objectives associated with a particular pathway or theme, depending on whether pathways or themes are implemented on your system. If pathways are implemented, use the Pathways dropdown list to select a pathway and highlight the objectives associated with that pathway. If themes are implemented, use the Themes dropdown list to select a theme and highlight the objectives associated with that theme.

  • You can identify an objective with abnormal performance if the objective has an exclamation point (!). Exclamation points serve as alerts that at least one associated KPI is underperforming and requires attention.

  • You can see the perspectives that are associated with each objective. The objectives are displayed below their perspectives.

  • You can filter the objectives.

    For more information, see Filters.

  • If your scorecard administrator has set up objectives to be measured by KPIs, the objective shows a status indicator. The objective is a pushbutton that displays the Objective Details view, where you can see which KPIs are associated with the objective and the calculation method used to derive the objective's status indicator color.

    For more information, see Objective Details.

  • If your scorecard administrator has set up perspectives to be measured by an index of objectives, the perspective shows a status indicator. The perspective is a link that displays the Perspective Details view, where you can see the objectives associated with the perspective and the calculation method used to compose the perspective's status indicator color.

    For more information, see Perspective Details.

  • If your scorecard administrator set up a scored context that is measured by an index of perspectives, the scored context is displayed as a rectangular box at the top of the Objectives view. The scored context provides a general status about the whole scorecard. The scored context is a pushbutton that displays the Context Details view where you can see the perspectives associated with the context and the calculation method used to compose the context's status indicator color.

    For more information, see Context Details.

  • An objective may show an exclamation point (!) if there is an underlying problem.

    Exclamation points show abnormal performance. They serve as alerts that at least one associated KPI is underperforming and requires attention. An objective with a positive status indicator, such as green, and an exclamation point suggests that there may be a reason to review details about the objective to review its KPIs. An objective with a dark green status indicator and an exclamation point has at least one KPI that is either yellow, red, or dark red. An objective with a green status indicator and an exclamation point has at least one KPI that is either orange or red. An objective with a yellow status indicator and an exclamation point has a KPI that is dark red. If the objective has an orange or red status indicator, no exclamation point is displayed because the status indicator color is an obvious indicator that the objective is performing poorly.

  • If an objective displays a Comments number, it means that someone has added a comment about the objective. The number represents the number of unread comments. You can click the link to read the comments.

    For more information, see Reviewing Comments and Replies.

Activities

  • To go to the Objectives view, choose Objectives in the Scorecard tab.

  • To display details about an objective, click the objective with a status indicator. The Objectives Details view appears.

  • To display details about a perspective that is being measured, click the perspective with a status indicator. The Perspective Details view appears.

More Information

Standard Features of the Tabs