ClearPoint allows administrators to configure default series that are automatically added to new measures. These series help standardize how data is tracked across your account. By default, new measures include an Actual and Target series, but you can customize this list to match your organization’s reporting needs.
Configuring the Default Series
Click Settings from the top navigation.
Select Account Defaults.
Navigate to the Series & Charts tab.
Click Add Default Series.
Name the Default Series.
Select an Owner.
Click Save.
Edit a Default Series
Click the kebab menu (⋮) and select Edit Default Series.
Use the Series tab to edit:
Series Name, Data Type, Calculation Type.
Use the Evaluation tab to enable one or many evaluations.