Release 2011-05-09: Data Subsets

Scorecard Improvements

• "Metric Subsets" have been renamed, "Data Subsets" because in addition to picking metric types, you can now choose your favorite sub-entities. This facilitates a greatly pared-down Heat Map, Metric Contributors, and Variance Analysis (when you add a Pareto analysis on the Process Review screen).
• The Heat Map screen now has a Show Targets button to display targets as well as actuals. When not showing targets you can still hover over an actual value to see the target, units, and what-is-better (more/less/closer).
• When showing targets, the Heat Map screen now shows a label indicating which row is actual and which is target.

Focus reviews with data subsets

Businesses commonly track a large number of metrics on their scorecards, but individual leaders need to focus their reviews on the subset of data most meaningful to them. PlanBase Scorecard lets you define subsets of the metrics and sub-entities most essential to you for a more concentrated view of every Scorecard screen, but particularly of the Heat Map screen.

Use a subset by selecting it in the Data Subsets drop-down tab in the top navigation section of any Scorecard View screen. Selecting a data subset is sticky - it stays selected when you navigate between the Scorecard View screens. To view all metrics and entities again, select *All Data* from the same drop-down, or click a link in the left-hand navigation pane, or edit something on the Entity View screen.

Release 2011-01-10: Scorecard Metric Subsets

• Each entity, function, or process owner can now create their own subset of metrics that are most important to them and navigate the Scorecard system showing only that subset. The new Edit Metric Subset screen makes it easy to select your favorite metrics. Any combination of metrics (within an entity) is allowed in a subset.
• The Heat Map screen now suppresses (or at least dramatically shrinks) columns that have no metrics in them.
• The old system of calling some metrics Entity KPIs or Function KPIs has been converted to the new system such that all the old Entity KPIs have been moved to the Metric Subset of the entity owner and the Function KPIs have been moved to the Metric Subsets of the function owners. The new system only allows one subset per-person per-entity and generally only entity or function owners can have their own subset.
• Tip: Inform your direct reports that you will use your subset to review their progress.