Evaluations help you understand how a measure is performing over time. ClearPoint allows you to configure evaluations manually or automatically, giving you clear visibility into whether a measure is on target, at risk, or below expectations.
Manual Measure Evaluation
Manual statuses are useful when you are still developing a reporting process or when there is no clear baseline or target to evaluate against.
To manually set a measure’s status:
Navigate to Elements from the left-hand navigation.
Choose Measures.
Click the kebab menu (⋮) and select Edit Measure.
Navigate to the Update Fields tab,
Choose a status from the Status dropdown.
Default options include Not Defined, Above Target, Caution, Below Plan, and No Information.
Click Save.
Automatic Measure Evaluation
Automatic evaluations apply statuses based on predefined rules, removing subjectivity and saving time during each reporting period.
ClearPoint enables this using Series Evaluations, configured within the Series tab.
Creating and Enabling Series Evaluations
Navigate to Elements from the left-hand navigation.
Choose Measures.
Click the kebab menu (⋮) and select Edit Measure (e.g., Revenue).
Open the Series tab in the right-hand drawer.
Click the kebab menu (⋮) next to the series you want to evaluate (e.g., Actual) and choose Edit Series.
Go to the Evaluation tab.
Toggle each status you want to define (e.g., Above Target, Caution, Below Plan).
For each status, configure:
Comparison type (e.g., ≥, ≤, =, Range)
Comparison target (another series or a Static Value)
Calculation criteria (e.g.
*0.9for 90% of Target)
Click Save.
How evaluations are applied
ClearPoint reads evaluations top to bottom. The first condition met becomes the applied status.
Example:
Above Target: Actual ≥ Target
Caution: Actual ≥ Target * 0.9
Below Plan: Any value below the Caution threshold
Because Caution captures the 90%–100% range, Below Plan applies only to values below that.
Once enabled, the measure automatically evaluates whenever new data is entered.
Setting the Measure Evaluation (Choosing the Evaluation Method)
You can also determine how ClearPoint selects the final evaluation when multiple series have evaluation criteria.
Navigate to the Series tab.
Locate the Evaluation Option dropdown.
Choose one of the following:
A specific series evaluation (any series with evaluation rules)
Best Series — applies the most favorable status
Worst Series — applies the least favorable status
Click Save.
Notes
Only one series can be used as the official evaluation source at a time.
Best Series example: If one evaluation is green and another yellow, the measure displays green.
Worst Series example: If one evaluation is red and another yellow, the measure displays red.
Your measure’s status will now automatically update based on the selected evaluation logic.
Using Ranges for Automatic Evaluations
Ranges allow you to evaluate based on proximity to a target (e.g., within ±10%).
To define a range evaluation:
Navigate to the Series tab.
Click the kebab menu (⋮) next to the series you want to evaluate (e.g., Actual) and choose Edit Series.
Open the Evaluation tab.
Locate the status you want to configure.
In the Comparison dropdown, select Range.
If using a “catch-all” status such as No Information, select Any.
Choose whether the range compares to:
Another Series, or
A Static Value.
Enter the upper and lower boundaries. Examples:
Series-based range:
*0.9, *1.1(90%–110% of Target)Static value range:
=-10, =10(between -10 and 10)
Click Save.
The measure’s status updates on the measure header and in the Measure Data Table as new data is entered.