How to define KPI used to track the Objective Achievement

Note

The KPI section is only available if the Strategy Realization option has been activated in the Strategy Definition dialog box.

  1. Log in to the HTML5 client.

  2. Select the Strategy workspace.

  3. Click on the More (MoreVertical) button available on the right hand side of the Objective card, and select the Edit command to open the Objective dialog box.

  4. The display of the KPI section will differ depending on the selected KPI Type.

    Note

    The KPI section is only available if the Strategy Realization option has been activated in the Strategy Definition dialog box.

    KPI Name

    Indicates the Name of the KPI.

    KPI Unit

    Allows the user to define the Unit of the KPI from among the following: “Decimal”, “Cost”, or “Percentage”.

    KPI Type

    Allows the user to define the Type of KPI (i.e., either “Distributed” or “Lump Sum”).

  5. Click on the CLOSE button.