View

You can now view the scorecard by moving to the ‘VIEW’ tab.

STEP 1:

Select the view period from the dropdown list.
Selecting YTD will show performance from beginning of financial year to the date you view scorecards.
Date range option will allow you to view performance information for a specific timeframe using the date controls.
Other predefined timeframe options are available in the dropdown menu.

STEP 2: Select the Display format - the dropdown lists variety of display formats available.

Normal view will display Unit, Target, Actual and indicator. Selecting complete view will include comments as well. Symbolic view only display the indicator and Text view will only show unit, target and actual.

STEP 3: Click on the ‘PRINT’ button to view a PDF version of the report.

Linked items are displayed on the scorecard in bold text. Any items linked to these items are displayed in plain text underneath these linked items. For each of these lower level items, their unit, Target, Actual and Traffic Light can be displayed, depending on the ‘DISPLAY AS’ option selected.

A green light indicates that the Actual score is better than the Target (or within the Target range for Goalpost KPIs).
An amber light indicates that the Actual score is worse than the Target but still within the Variance.
A red light indicates that the Actual score does not meet the target and is outside the variance (or outside the Target range for Goalpost).

The Overall Performance Traffic Light indicator is generated by comparing the Overall Performance Target against the Overall Performance Actual. See Example Scorecard Calculation.

Including an inactive KPI in a Scorecard may cause incorrect values to be displayed.

Last revised: November 26, 2017