Viewing Overview Information

You can view summary information for initiatives, objectives, or KPIs.

To view overview information:

1. Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.

   The "Scorecard editor: Overview tab" is displayed. Figure 12-4 shows an example of the Overview tab for an objective.

   Figure 12-4 The Scorecard Editor: Overview Tab

   
   

   The Overview tab shows summary information for the root objective, which represents the entity that you are scorecarding, that is, the entire organization or a department.

2. To show summary information for:

   • A KPI, in the "Initiatives pane" or in the "Strategy pane," click the KPI.

   • An initiative, in the "Initiatives pane," click the initiative.

   • An objective, in the "Strategy pane," click the objective.