Understanding Watchlists

"Watchlists" are tables that list scorecard objects (that is, initiatives, objectives, and KPIs) that are related to a particular aspect of a scorecard or that are grouped together for a particular purpose.

Some watchlists are components of scorecard objects. These include the following watchlists:

• Initiatives & KPIs watchlist — Lists the child initiatives and the KPIs that are used to evaluate the performance of an initiative.

  This watchlist is displayed in the "Analytics pane" of the "Scorecard editor: Initiative Details tab."

• Objectives & KPIs watchlist — Lists the child objectives and the KPIs that are used to evaluate the performance of an objective or that are displayed in a view (that is, cause & effect map, custom view, strategy tree, or strategy map).

  This watchlist is displayed in the following tabs:

  • "Analytics pane" of the "Scorecard editor: Objective Details tab"

  • "Cause & Effect Map tab: Details tab"

  • "Custom View tab: Details tab"

  • "Strategy Map tab: Details tab"

  • "Strategy Tree tab: Details tab"

• Objectives, Initiatives & KPIs watchlist — Lists the initiatives, objectives, and KPIs that are associated with a perspective.

  This watchlist is displayed in the "Scorecard editor: Perspective tab."

Other watchlists you create to serve a particular purpose. These include the following watchlists:

• KPI watchlist — Lists the KPIs whose performance you want to monitor.

  This watchlist is displayed in the "KPI Watchlist editor: Performance tab."

  See "What Are KPI Watchlists?" for additional information on KPI watchlists.

• Smart watchlist — Lists the initiatives, objectives, and KPIs within a scorecard that meet criteria that you specify.

  This watchlist is displayed in the "Scorecard editor: Smart Watchlist tab."

  See "What Are Smart Watchlists?" for additional information on smart watchlists.

• Breakdown watchlist — Lists the child or descendant initiatives or objectives and KPIs that are used to evaluate the performance of an initiative or objective.

  This watchlist is displayed in the "Scorecard editor: Breakdown tab."

A watchlist includes columns that describe the scorecard objects (such as Status, % Variance, and so on) and components (such as View or Summary) that allow you to view and manage these objects.

Figure 12-18 shows an example of an Objectives & KPIs watchlist. It lists two objectives — % Early Shipped and Fulfillment Days — that are used to evaluate the performance of an objective named Enhance Customer Satisfaction.