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Use this form to view current performance results for all components of a scorecard. You cannot modify component settings in the overview. To change settings in a component, use the form related to each component.

To quickly view a particular scorecard, select it in the field. Its components are sorted according to the perspective to which they are assigned. You can further filter components according to their perspective by making a selection in the field.

The color of the symbol displayed in the field indicates the current state of the component in relation to its value:

  • Green - Exceeds the target.

  • Yellow - Is equal to the target.

  • Red - Is below the target.

The arrow in the field indicates whether progress toward the component's value is positive or negative.

To quickly distinguish between types of components, define a color setup for perspectives and objectives in .

Interpreting component values

The values displayed for each component are as follows:

Component

Description

The field shows an averaged percentage of the scores for its .

The field shows an averaged percentage of the scores for its .

  • The field shows the percentage of difference between the and values.

  • The field shows the original weighting assigned.

  • The field shows the current value.

  • The field shows the originally targeted value.

  • The field shows the difference between the and values.

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View information about current performance results for all components of a scorecard.

General tab

View information about the current performance results for the component of a scorecard selected on the tab.

View notes about current performance results for the component of a scorecard selected on the tab.

Buttons

Button

Description

Refresh the information for all scorecards.

View posted transactions for the current scorecard.

Shows measurement statistics.

Fields

Field

Description

Current scorecard component.

Description of the component.

To view a component's transactions for a specific period, enter the first date of that period; then enter a date in the field.

To view a component's transactions for a specific period, enter the last date of that period. This requires that you entered a date in the field.

Value of the component value displayed as a percentage.

Unit of measure.

Significance of the component in relation to other components of the same type defined on the same scorecard. This information is for reference only; it does not affect the calculated value.

Current realized value of the component.

Goal defined for the or .

Calculated difference between the component's and values.

The scorecard related to the current component.

The perspective related to the current component.

The objective related to the current component.

The measurement related to the current component.

Displays additional information about the component.

Displays additional information about the transaction.

See Also