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By clicking on the Performance component in the widget panel, the following will be displayed:
This widget allows viewing graph and comparative analyses previously saved in the system. By clicking on this option, a listing will be displayed with all available analyses. Click on the desired analysis, drag it, and drop it on the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To edit the graph analysis properties, use the Options button. On the screen that opens, the following fields are available:
Field
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Title
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Edit this field to change the name of the graph analysis.
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Graph analysis type
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Displays the type that classifies the graph analysis displayed in the widget. Select another type if you wish to edit the graph analysis that will be displayed.
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Chart
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Displays the graph analysis being displayed. To edit it, select a previously configured graph analysis that belongs to the previously selected type.
If a graph analysis is not selected in this field, all analyses created in the previously selected type will be displayed, separated by tabs.
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Option
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Checked
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Unchecked
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Customize view period
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Displays a specific period in the graph analysis. In the field that will be enabled, select the desired period type.
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Displays the period type configured in the graph analysis data.
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After closing portal editing, the graph analysis will be displayed on the panel card according to the configurations performed. It will also be possible to view the details of the element/indicator to which it refers, to select a period for viewing, and to export the analysis to a .png file.
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This widget displays the content of a SWOT analysis previously created in the system. By clicking on this option, a listing will be displayed with all SWOT analyses configured in the system.
Click on the desired analysis, drag it, and drop it on the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it and deleting it will be displayed.
After you finish editing the portal, it will be possible to click on the analysis items and to view the elements with which they were associated.
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This widget allows viewing a strategy map previously saved in the system. By clicking on this option, a listing will be displayed with all strategy maps configured in the system. Click on the desired map, drag it, and drop it on the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To edit the strategy map properties, use the Options button. The following fields will be available:
Field
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Title
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Displays the strategy map name. If desired, enter a title for the widget.
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Item background color
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Select the background color that will be applied to the strategy map items: default, range colors, cumulative range colors, or cumulative range 2 colors.
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Period type
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Select the period to be displayed in the strategy map: current, fixed, previous, or last period entered per item.
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Start date
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This field will only be enabled if the "Fixed period" option is selected in the "Period type" field. In that case, select the start date of the period being displayed in the strategy map.
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After closing portal editing, it is possible to select a specific date to view the map element statuses. By clicking on a strategy map element, it is possible to view its summary on the side panel.
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This widget displays a comparison between the values of an element or an indicator. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Edit button. The following fields will be available:
Field
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Title
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Define a name for the card.
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Indicator/Element
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Select the indicator or element whose value comparisons should be displayed on the card. Indicators can be located through the scorecard hierarchy, or through a listing of indicators. After selecting the record, save your selection.
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Period type
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Select the period to which the values will refer: current, previous, or last input period.
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Display
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Select the corresponding option to display the value, the percentage, or the score of the previously selected indicator/element.
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View values
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Select the value of the indicator or element for the comparison: target, measurement, accumulated target, accumulated measurement, accumulated target 2, or accumulated measurement 2.
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Comparison with
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Select one of the options to define how the element/indicator values will be compared: to the previous period or the previous year.
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Font color
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Select the color that will be applied to the font of the displayed values: fixed color or range color. If the "Fixed color" option is selected, on the field that will be displayed, select the desired color.
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Display range symbol
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Check this option to display the range symbol in the card, in which the displayed value is classified.
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Display period
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Check this option to display the period to which the comparison refers.
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Next, click on the Save option at the bottom part of the screen. After closing portal editing, the indicator/element value will be displayed on the panel card according to the configurations performed. It will be possible to select a specific date to view the value comparison.
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This widget displays the status of an indicator/element in a certain period on a gauge. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Edit element button. The following fields will be available:
Field
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Title
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Enter a name for the gauge.
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Indicator/Element/Scorecard
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Select the record whose gauge should be displayed on the card. Indicators can be located through the scorecard with which they are associated, or through a listing of indicators. After selecting the record, save your selection.
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View gauge
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Select the information to be viewed in the gauge: period, accumulation, or 2nd accumulation.
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Gauge
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Locate and select the gauge to be displayed in the card.
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Period type
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Select the period to be displayed in the gauge: current, fixed, previous, or last input period.
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Date
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This field will only be enabled if the "Fixed period" option is selected in the "Period type" field. In this case, select the date to be displayed in the gauge.
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Next, click on the Save option at the bottom part of the screen. After closing portal editing, the gauge will be displayed on the panel card according to the configurations performed. It will be possible to view the details of the record represented by the gauge and to select a specific date to view the progress of the record in the gauge.
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This widget displays the status of an indicator, element, or scorecard in a certain period on a chart. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Edit element button. The following fields will be available:
Field
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Title
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Define a name for the chart.
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Indicator/Element/Scorecard
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Select the indicator, element, or scorecard whose chart should be displayed on the card. Indicators can be located through the scorecard hierarchy, or through a listing of indicators. After selecting the record, save your selection.
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Chart type
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Select the information to be viewed in the chart: period, accumulation, period + accumulation + 2nd accumulation, or 2nd accumulation.
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Period type
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▪Select the period to be displayed in the chart: current, fixed, previous, last input period, or a specific number of periods for analysis. ▪Period start/end date: If the "Fixed period" option is selected in the "Period type" field, enter, in the respective fields, the start and end of the period that must be displayed in the chart. ▪Number of periods before current period: If the "Number of periods for analysis" option was selected in the "Period type" field, enter the number of previous periods according to the frequency configurations of the scorecard/element/indicator. Scorecards and elements always have a monthly frequency; thus, it is necessary to enter the number of months before the current month to be considered in the chart. In the case of indicators, the number must be entered according to the frequency configured for the selected indicator. For example, if it is a quarterly indicator, it is necessary to enter the number of quarters prior to the current quarter to be considered in the chart. |
Then, click on Save. After closing portal editing, the chart will be displayed on the panel card according to the configurations performed.
It will be possible to view the summary of the records represented in the chart and its details. It will also be possible to export the chart to a .png file, to associate comments, action plans, incidents, problems, attachments, and documents, and to select a specific period to be viewed in the chart.
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This widget displays the indicators of a customized list. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Configurations button. The following fields will be available:
Field
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Title
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Define a name for the card.
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View profile
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Select the view profile to be applied to the indicator listing. Thus, the listing will display only information configured in the selected view profile. Use the other buttons next to the field to view the selected view profile and clear it.
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Display preferentially accumulated values
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Check this option for the accumulated values of the indicators to also be displayed.
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Period type
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Select the period to be displayed in the listing: current, previous, or last input period.
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Display indicator?
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Select one of the options to filter the indicators that will be displayed in the listing. For example, by selecting the "Deviation in period" option, the card will only display the indicators associated in the "Indicators" tab that have had deviations in their periods.
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Tab
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Indicators1
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Click on the  sidebar button to associate the indicators to be displayed in the card. Indicators can be located through the scorecard hierarchy or through a listing of indicators. After selecting the desired records, save the selection.
Use the other buttons on the side toolbar to delete an indicator from the listing and move the indicator up or down in the listing.
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1 - It will only be enabled after saving the record for the first time.
After closing portal editing, the indicator list will be displayed on the panel card according to the configurations performed. The indicators will be displayed grouped by their upper elements. It will be possible to opt by the indicators displayed in the listing, or to select a specific date to view the indicator data or the details of the selected indicator.
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This widget displays a list with all indicators for which the logged user is responsible. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it and deleting it will be displayed.
Those responsible for an indicator can be defined through the "Responsible" permission in the security list or through the "Responsible" section on the indicator data screen.
After closing portal editing, the indicators will be listed on the panel card grouped by their upper elements.
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This widget displays the structure of a certain scorecard with drill-down options. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Configurations button. The following fields will be available:
Field
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Title
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Define a name for the card.
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Scorecard
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Select the scorecard to be displayed in the card.
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View profile
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Select the view profile to be applied to the scorecard. Thus, the card will display only information configured in the selected view profile.
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Vision
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Select the scorecard vision that should be displayed in the card: structure, indicator, institutional, strategic analysis, or analysis diagram. For the vision to be successfully displayed, it is necessary for it to be configured in the framework associated with the scorecard.
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Period type
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Select the period to which the values will refer: current, previous, fixed, or last input period.
If the "Fixed period" option is selected, select, in the fields that will be enabled, the month and the year that must be applied to the scorecard.
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After entering the desired fields, save the record. After closing portal editing, the scorecard will be displayed on the panel card according to the configurations performed. It will be possible to select a specific date to view the scorecard.
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This widget displays the values of an element or an indicator, whether it is their measurement, percentage, or score. Click on it, drag it and drop it in the desired panel area. When hovering the mouse over the widget in the upper right corner, the options that allow copying it, editing it, and deleting it will be displayed.
To configure the widget, use the Edit button. The following fields will be available:
Field
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Title
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Define a name for the card.
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Indicator/Element
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Select the indicator or element whose values should be displayed on the card. Indicators can be located through the scorecard hierarchy, or through a listing of indicators. After selecting the record, save your selection.
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Period
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Select the period to which the values will refer: current, previous, or last input period.
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Display
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Select the corresponding option to display the value, the percentage, or the score of the previously selected indicator/element.
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View values
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Select the corresponding option to indicate whether the value/percentage/score will belong to the period, the accumulated period, or the 2nd accumulation of the period.
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Compare with
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This option will only be displayed if the "Value" option is selected in the "Display" field. Select one of the options to define what will be compared to the previously configured value: none, target, accumulated target, accumulated measurement, accumulated target 2, or accumulated measurement 2.
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Font color
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Select the color that will be applied to the font of the displayed values: fixed color or range color. If the "Fixed color" option is selected, on the field that will be displayed, select the desired color.
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Display range symbol
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Check this option to display the range symbol in the card, in which the displayed value is classified.
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Display period
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Check this option to display the period to which the configured value refers.
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After configuring the desired fields, click on the Save option in the bottom of the screen. After closing portal editing, the indicator/element value will be displayed on the panel card according to the configurations performed. It will be possible to select a specific date to view the indicator/element value.
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Refer to the specific documentation of the SE Performance component for a detailed description on those operations.
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