Measures or KPIs (Key Performance Indicators) are an essential tool for any organization that wants to achieve its strategic goals. Measures are helpful to track performance over time, to compare performance against targets, and to identify areas for improvement.
Editing a Measure from the ‘Manage Elements’ page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Measures
Select Add Measure from the dropdown menu or click the Plus icon
Under Name, enter the new Measure name, for example, ‘Net promoter score.’
Choose an Owner from the dropdown menu
Navigate to the Update Fields tab
Examples of information that can be updated are Status, Analysis, and Recommendations.
Updates made here will apply to that particular period.
Navigate to the Edit Fields tab
Examples of information that can be edited are Name, Owner, and Reporting Frequency.
Changes can be made to the Measure that will stay the same regardless of what period the user is in.
Once you are done with your changes, Click Save
This article explains the difference between updating and editing.
Editing a Measure on a Detail Page
Choose Manage Elements
Select Measures
Open the Measure you are going to be working with, in this example, ‘Revenue’.
Click the Edit Pencil icon
Perform your changes accordingly
Click Save
Bulk editing measures
Choose Manage Elements
Select Measures
Mark the checkboxes next to the Measures you want to change
Select Edit Multiple from the dropdown menu
Navigate to the Update Fields tab
Select the Measure you want to update, in this example, ‘Status’.
Update the Status, this change will apply to all Measures previously selected
Navigate to the Edit Fields tab
Select the Measure you want to edit, in this example, ‘Owner’.
Assign an Owner from the dropdown list, this change will apply to all Measures previously selected
Click Save
