Categories in ClearPoint are the areas of the business strategy addressed by groups of strategic objectives. Some organizations call them “Perspectives.” Common categories include Financial, Customers, Internal Processes, and Learning & Growth.
Add Categories
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Categories
Select Add Category from the dropdown menu or click the Plus icon
Under Category Name, enter the new Category name, for example, ‘Distribution.’
Click Save
Sorting Categories
Organize your Categories by dragging and dropping them in the preferred order
Click the green checkmark to Save your changes
Linking Categories
In this example, we are going to Link an Objective, a Measure and an Initiative to the Financial Category.
Select the Category you are going to be working with, in this example, ‘Financial’
Click the Expand icon to the right of the Category
Click the Expand icon next to Objective and drag and drop it in the Category
Repeat the same steps to Link Measures and Initiatives
Click the green checkmark to Save your changes
