Lotus ActiveInsight, Version 6.1

Welcome to the Scorecard

The Scorecard is a table with the company's perspectives used as group headings. The user's objectives and initiatives are displayed under the assigned perspectives, with each showing current status, trend, target value, actual value, variance, change, final target value, and state. The objectives, along with any associated initiatives, are classified by perspective, and under each perspective in the scorecard, the objectives and initiatives display current status, trend, target value, actual value, variance, change, final target value, and state.

To see the Subobjectives, Linkages or Initiatives associated with an objective, click the Expand to expand the view.

The following table describes the column headings and hover information in the scorecard:

Column Name Description Hover Information
Objective The name of the objective along with the names of associated initiatives Clicking the name will display the action list
Status A combination status and trend icon that signifies which target zone the current actual value is in and a trend direction based on previous actual values Shows the status and trend text for the current status and trend
Milestone Target The target value for the next milestone target Shows the date of the next milestone
Actual The current value logged in the system Shows the last time an actual value was logged into the system, as well as the data source type of the objective or initiative<td></td>
Variance The difference between the actual value and the milestone target as a percentage Shows the previous variance
Change The change from the previous actual value as a percentage Shows the previous change
Final Target The projected final target value Shows the date of the final target
State An icon that signifies the current situation for an objective or initiative Shows the state text

To get started deploying your strategy with objectives and initiatives, start with creating an objective.

Related tasks
Creating an objective
Displaying results for a different time period
Importing data from a file
Exporting data from the scorecard
Transferring an objective, initiative, or scorecard
Delegating the scorecard and configuring permissions
Related information
Submitting and approving an objective, initiative, or scorecard
Understanding status and trend

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Last updated: Friday, September 28, 2007 2:21pm EST

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