Measures are designed to track performance data over time, calculate results, set evaluation criteria, and create visualizations.
Well-defined measures help determine progress toward your organization’s objectives and strategic goals.
Measure Data
Measure data is stored in the Data Table.
The Period column lists reporting periods determined by the measure’s reporting frequency.
Each column header represents a Measure Series—such as Actual or Target—which tracks specific data values over time.
You can add, edit, or paste data directly in the table, similar to working in Excel.
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to Measures.
Select the measure you want to edit.
Scroll to the Data Table card.
Double-click the cell you want to edit.
Enter your value.
Click Save.
Adding and Editing Series
New measures automatically include two default series—Actual and Target. You can rename these or add additional series as needed.
Add a New Series
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to Measures.
Select the measure you want to edit.
Click the kebab menu (⋮) and select Edit Element.
Click the Add Series button in the Series tab.
Enter a Series Name (e.g., “YTD”).
Select a Data Type from the dropdown menu.
Click Save.
Edit a Series
Locate the Edit Series drawer.
Click the kebab menu (⋮) and select Edit Series.
Update the Name or Data Type (e.g., Integer, Decimal, or Currency).
Use visibility toggles to hide the series in Summary Reports or Data Tables.
Click Save.
Calculations
You can add calculated series to automate data calculations.
Locate the Edit Series drawer.
Click the kebab menu (⋮) and select Edit Series.
Navigate to the Calculation tab.
The AI Assist button will help you analyze the available data and will propose a use case and a formula.
You can always proceed manually with the calculations.
Click Save.
Once saved, calculated data automatically populates and cannot be manually edited to ensure data integrity.
Evaluations
Evaluations determine how a measure’s status (e.g., Green, Yellow, Red) is automatically assigned based on defined criteria.
Locate the Edit Series drawer.
Click the kebab menu (⋮) and select Edit Series.
Navigate to the Evaluation tab.
The AI Assist button will help you analyze the available data and will propose a use case and an evaluation.
You can always proceed manually with the evaluation.
Click Save.
