Scorecarding

Scorecarding makes the analysis of KPIs (indicators) easier and faster, through an intuitive and unique interface.

Scorecarding can be enabled, when starting the system, through option chosen in the security folder of each user. The scorecarding is enabled by default.

Scorecarding is divided into three parts:

·        The first one, on the top left corner, shows in tree format all the scorecards to which the current user has access, that is: the scorecards he/she is in charge of. It also shows the child scorecards and the scorecards to which current user has access, which was given by other people in charge of them.

Scorecards to which user does not have access are displayed in grey.

·        The second part, on the top left corner, shows a set of options to access action plans of indicators and projects, besides some help on navigation.

·        The third and main part shows information on the scorecard selected in the tree.

If there is an Access Package registered for user, the filter option is displayed on the top of scorecarding tree.

The indicator analysis can be in Table or Panel formats, since it is properly registered.

Browsing through the tree:

Browse through scorecards by clicking the tree item or opening tree sub-items, which shows indicators of the selected scorecard.

Each scorecard has a colorful indicator, which indicates whether the goal was reached in the department. The color of tree is defined as follows:

Caption:

Yellow: Goal Reached within the Tolerance

Black: No Values

Browsing through indicators:

The browsing through the list of indicators of the scorecard is simple. It shows indicators filtered by the Scorecarding selected in the tree.

A ray in the column Action indicates that there action plans of which current user is in charge or plans created by such user. Just double-click the ray to view these actions.

A blue and underlined indicator evidences that there are children of this indicator to be analyzed. In this case, double-click the indicator name to analyze them. To go back to the previous level, click Previous.

Caption:

Trend:        

Green: Indicator reached the goal and kept the same result of previous period.

Red: Indicator did not reach the goal and kept the same result of previous period.

Yellow: Indicator reached the goal within the tolerance and kept the same result of previous period.

Green Arrow (down): Indicator reached the goal with smaller result than previous period.

Green Arrow (up): Indicator reached the goal with larger result than previous period.

Red Arrow (down): Indicator did not reach the goal and result achieved was smaller than previous period.

Red Arrow (up): Indicator did not reach the goal but result achieved was larger than previous period.

Yellow Arrow (down): Indicator reached the goal within the tolerance with smaller result than previous period.

Yellow Arrow (up):  Indicator reached the goal within the tolerance with larger result than previous period.

Grey:  There are no values to make the comparison.

Indicator:

Indicator name. Sometimes it may become a link, enabling a drill down and analyzing the child indicators.

Action:        

Ray: There are action plans registered for the indicator.

!: Indicator did not reach the goal and there is no action plan registered.

Note: No image is displayed when there is no action plan registered and the goal was not reached.

Measurement Unit:

Indicators may have different units of measurement.

Period:

Period being analyzed by the indicator.

Value:

Realized value in the period.

Goal:

Goal established for the period.

Variation:

Difference between the realized value and the goal value.

The variation can be set to show the difference between the realized value and the goal value in numbers or percentage. Such configuration is made through parameters in the system. If variation is set to show percentage, a tooltip displays values and vice-versa.

Accumulated Value:

Value accumulated in a specific period (Accumulated value from - Accumulated value to).

Accumulated Goal:

Goal accumulated in a specific period (Accumulated goal from - Accumulated goal to).

Accumulated Variation:

Difference between the accumulated value and the accumulated goal.

Commands:

Target Date:

Current analysis date.

Accumulated from and Accumulated to:

Accumulated period to be analyzed. These dates are valid in all the system. If they are changed here, other queries that use them will be affected as well.

Update:

Value are updated and reloaded on screen.

Next:

Next level.

When the indicator has children, this feature can be used for the drill down and analyze the child indicators.

Previous:

Previous level.

Indicator Register:

Registration data of selected indicator:

Chart:

Analysis of the chart of selected indicator.

Formula Inspector:

It shows the formula and the values obtained from the indicator

SIGADW Queries:

Integration with DW, enabling real-time queries.

For further information, refer to the topic about this integration.

Document Related:

Upon selecting and indicator on scorecarding screen and clicking this option, the document related to the indicated selected is displayed.

Detailed Report:

Upon selecting and indicator on scorecarding screen and clicking this option, the detailed report registered for the indicator is displayed.

Cause And Effect Diagram:

Upon selecting and indicator on scorecarding screen and clicking this option, all cause and effect diagrams related to this indicator.

Table:

It shows the scorecarding values in table format.

Panels:

It shows the scorecarding values in widget format.

Enable the Automatic Refresh:

This feature is enabled by the configuration, in the parameters, of the time when the indicators are automatically updated. Upon enabling this feature, the indicators are updated automatically.

It is often used when system is exposed to panels, big screens.