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Objective KPIs

You can assign a KPI to an Objective.

ClosedTo access:

In the Configuration details tab for an Objective, click the Add KPI link.

ClosedObjectives

An Objective represents an overall performance goal that is defined by an executive. An Objective is a heading for a group of KPIs of different types that can represent different aspects of the goal.

Example If an executive wants to measure the IT department responsiveness, an Objective that measures different aspects of the responsiveness of the IT department is created.

Each aspect is measured by a different KPI type (for example: PC purchase time, and more). These KPIs provide values, trends, and statuses.

An Objective always shows the status of a performance goal, but does not display a performance actual value. In a typical Scorecard, Objectives show cumulative performance indicators that roll up the scores of KPIs. On a Scorecard, Objectives appear at the top level of a KPI hierarchy.

Objectives should be “SMART” (Specific, Measurable, Action-Oriented, Realistic, and Time Bound). This distinction makes it possible to know if you have met your objective.

Example If your Reduce Costs Objective is about cost reduction, your organization may not hit the mark or may go too far. Objectives have both a negative and positive impact on organizational behavior. The “Smarter” your goal, the less variation you will experience in your results. A better objective would be for example, reduce IT operating expenses by 20% in 2011. This new objective gives you a targeted expense to reduce, a percentage goal, a time period and an organization. It meets the criteria and is achievable.

Parent-child dependency:

An Objective is a parent unit for its KPIs. An Objective uses a specific rule for the calculation of its results. The rule is based on the child KPIs score results. The available parent-child rules are:

  • BEST_CHILD – The parent Objective result corresponds to the highest score of its child KPIs score values.
  • WORST_CHILD – The parent Objective result corresponds to the worst score of its child KPIs score values.
  • WEIGHTED_AVERAGE – The parent Objective result is the average value of its weighted child KPIs score values.

For details about KPIs and Objectives, see Objectives

ClosedImpact of changes to configurations in the Studio on the display in Dashboard and the EXPLORER tab

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

ClosedShared KPIs

When you create a KPI, the KPI is displayed in the Public Metrics and KPIs directory in the Active KPIs pane.

When you assign that KPI to an Objective, the KPI is removed from the Public Metrics and KPIs directory in the Active KPIs pane.

You can assign the same KPI to another Objective, instead of cloning it. Such a KPI becomes a shared KPI.

Using shared KPIs instead of cloning them also provides better performance as a shared KPI is calculated once for all the Objectives to which it is assigned. It is also easier to update to the next version as you update the shared KPI once instead of updating each clone of the KPI.

Note that you cannot use shared KPIs for Scorecards that are created by users with different GEN_<Scorecard name> roles. For details, see Users and Roles - Role Management

ClosedAssign a KPI to an Objective

  1. In the Active KPIs pane, select an Objective.
  2. In the Configuration Details tab, click the Add KPI link.

  3. In the Assign KPI to Objective dialog box, move the relevant KPI from the Available KPIs area to the Assigned KPIs area.

    You might consider sharing KPIs between Objectives. For details, see Shared KPIs.

  4. Click OK. The Assign KPI to Objective dialog box closes.
  5. The KPI immediately appears in the Assigned KPIs list in the Configuration Details tab. The Save and Discard buttons are enabled. To save the changes click Save
  6. The tree in the Active KPIs pane is refreshed and the changes are displayed.

ClosedUnassign a KPI from an Objective

  1. In the Active KPIs pane, select an Objective.

  2. In the Configuration Details tab, in the Assigned KPIs section, click the Un-assign button for the relevant KPI.

    The KPI immediately disappears from the KPIs table.

  3. To save the changes you must save the Objective by clicking Save.

ClosedAssign KPIs to Objective Dialog Box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
Available KPIs

Lists the KPIs available to be assigned to the Objective.

You can:

  • Select the relevant context in the <All Contexts> list to display the KPIs relevant for the selected context. The period in the title represents the filter performed on the list of KPIs, to display only the KPIs that you can assign to the objective (since the calculation period in the objective and KPIs under it must match).
  • Enter a string in the <Search> box to filter for the KPIs whose name includes the string.
Assigned KPIs Lists the KPIs that you want to assign to the Objective.
Description The description of the KPI selected in the Available KPIs area.
Select the relevant KPI and move it to the relevant field using the buttons.
OK Click to assign the selected KPIs. The list of KPIs in the Assigned KPIs area is immediately updated. The Save and Discard buttons become enabled. To save the changes you must save the Folder by clicking Save.

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