Strategy Configuration – Strategy Map Configuration

This setting allows user to define the calculations and the thresholds that would manage the behavior of Strategy Map. Logics defined for the Actions and KPI performance are same across all hierarchy nodes within Planning hierarchy. 

Choose the calculation method to be based on count or average and which items to be visible in the strategy map. Make your changes and then click the Save button.

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Figure 1.1

In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.

• If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A

• If majority is ON TRACK, then node is ON TRACK

• If majority is OFF TRACK, then node is OFF TRACK

• If majority is MONITOR, then node is MONITOR 

• If majority is N/A, then node is N/A

• If majority is ON TRACK or OFF TRACK and are equal, then MONITOR

• If majority is ON TRACK or MONITOR and are equal, then MONITOR

• If majority is ON TRACK or N/A and are equal, then ON TRACK

• If majority is OFF TRACK or MONITOR and are equal, then MONITOR

• If majority is OFF TRACK or N/A and are equal, then OFF TRACK

• If majority is MONITOR or N/A and are equal, then MONITOR

• If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR

• If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR

• If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR

• If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR

• If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR

Performance calculation based on averaged action/KPI  performance

In this method, for each node, the system will take the sum of the performances of all the Actions and KPIs and take the average from it. Then check where the average of all the KPIs/Actions fit into; based on the defined threshold limits.

Formula:

Total Performance Average = Total Action Performance / Number of Actions

584 / 6 = 97.3

Therefore, the value 97.3 will be crosschecked with the threshold limits to identify the performance colour.

The KPI performance status will also be calculated in the aforementioned manner and KPI thresholds will be used for arriving at performance status.

Action and KPI Performance Percentage Comparison

This setting is applicable for arriving at KPI trend arrow. Based on the dropdown selection, the previous period would be decided by the system, to be compared with last closed period. The following options are available:

• Monthly – Previous period would be 'a month back' compared to last closed period. I.e. if last closed period is December-17, previous period would be November-17. 

• Quarterly – Previous period would be '3 months back' compared to last closed period. I.e. if last closed period is December-17, previous period would ne October -17.

• Yearly – Previous period would be '12 months back' compared to last closed period. I.e. if last closed period is June-17, previous period would ne July -16.

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