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Target tracking

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Task:

Target tracking

Who receives it:

Users with the "Target" control allowed in the security of the indicator.

When:

For the first time, a target is inserted into a scorecard indicator.

Purpose:

Track the progress of the values of the targets of the indicator periods.

 

How to perform this task:

 

1.

In the pending list of records, locate and select the desired indicator.

 

2.

On the toolbar, click on the button that corresponds to the action you wish to perform:

scoreplan

Click on this button to track the execution of the scorecard selected from the list of records. See further details about this operation in the Tracking a scorecard section.

new_meeting_request

Click on this button to enter the target values for the indicator selected in the list of records. See further details about this operation in the Target input section.

view

Click on this button and select the desired option to view the data or the details of the indicator selected in the list of records.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

This tracking can also be performed through the Scorecard execution menu.