BSC indicators, targets and measurements
Purpose
Define the indicator rule and check measurements; the status light is calculated, not set manually.
Before you start
Step by step
- 1
Open the BSC objective/breakdown and the available indicator settings.
- 2
Enter the fields required for the indicator, unit, target and tracking rule.
- 3
Check the polarity and settings offered before saving.
- 4
Record/check measurements for the right period with your permission.
- 5
Status is calculated by the indicator rules; do not automatically assume green at 100% or red below 90% for every case.
- 6
When changing a target or rule, assess comparability with earlier measurements and check the result.
- 7
BSC indicators and the CRM Goals area are not one universal Goals → Indicators screen.
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.