Performance Analytics targets

Targets are goals your organization wants to achieve. Targets enable you to visualize the difference between the desired score at a certain date and the actual score of an indicator.

A target can be personal or global. A personal target is visible only to the user that created it and appears as a light line, a global target is visible to all users and appears as a dark line. Personal targets appear only on scorecards, global targets appear on scorecards and time series widgets.

Create a target

You can set targets for indicators, breakdowns, and time series.

Before you begin

Role required:
  • pa_viewer to create personal targets that are visible only to the user that created them
  • pa_target_admin or admin to create global targets that are visible to all users

About this task

Procedure

  1. Navigate to Performance Analytics > Scorecards.
  2. Select a scorecard.
  3. (Optional) Select a breakdown and breakdown element if you want to add a target to a subset of the data.
    You can also select a 2nd-level breakdown and element.
  4. (Optional) Select a time series if the target should apply only to a specific aggregation of the data.
  5. Select the date on the scorecard that you want to add a target to.

    A target is used from the specified start date until the start date for another target. For example, to set a target per quarter in a year, add four targets, each starting on the first day of the quarter.

  6. Click the target icon (Target icon).
  7. Enter the numeric target value for the score at the selected date.
  8. (Optional) Clear the Global target check box to create a personal target. Leave the check box selected to create a global target.
    Only users with the pa_target_admin role can create global targets. Users without this role can create only personal targets.
  9. Click Save.

Create a target color scheme

A target color scheme can be used to visualize the position of the indicator score relative to its target.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

For example, if you want to filter the number of open incidents, the scores for an increase of 25% can be shown in red, an increase of 10% in orange, and no change in yellow. Whereas, for example, a decrease by 25% can be shown in dark green. Two target color schemes are available in Performance Analytics by default: the 3-color traffic light and the 5-color traffic light.

Procedure

  1. Navigate to Performance Analytics > System > Target Color Schemes.
  2. Click New.
  3. Enter a Name and a Description.
  4. Define each of the five ranges and their associated colors. If you do not want to use all the ranges, you can use the same range color for multiple range limits.
  5. Click Submit.

    A Default indicator target color scheme can be set in Performance Analytics > System > Properties. This is used when no color scheme has been selected for an indicator target.

Add a target for all elements of a breakdown

You can specify a target that applies separately to each subset of data for an indicator with a breakdown.

Before you begin

Role required: pa_target_admin or admin

About this task

For example, you can set a target on an Incident indicator that applies separately to the scores for each assignment group.
Note: This functionality is available only for global targets. The Any element check box does not appear for personal targets.

Procedure

  1. Navigate to Performance Analytics > Targets.
  2. Select the Indicator you want to set the target for.
  3. Select a Breakdown.
    The Any element check box is selected by default. Do not clear this check box.
  4. (Optional) Select a Time series.
    For example, you can measure closed incidents daily and set monthly targets for closed incidents.
  5. (Optional) Select a Color scheme for the target.
  6. Click Submit.

What to do next

Define target values for the new target.

Configure which users receive a target notification

You can control which users receive a notification when a target is reached.

Before you begin

Role required: pa_target_admin

About this task

This functionality applies to global targets only. For personal targets, the target owner automatically receives notifications.

Procedure

  1. Navigate to Performance Analytics > Targets.
  2. Select a target.
  3. In the Users related list, click Edit.
  4. Move the users that you want to notify from the Collection column to the Users List column.
  5. Click Save.

What to do next

The notification is sent automatically when a target is reached. Users that receive a notification can unsubscribe from that notification.

Add, modify, or delete a target or threshold

Performance Analytics administrators can add, modify, or delete global targets and thresholds as well as personal targets and thresholds for all users.

Before you begin

Role required: pa_admin

About this task

Personal targets and thresholds are visible on scorecards only to the user that created them. Using the indicator form, you can create personal targets and thresholds for other users, or modify and delete existing targets and thresholds that other users have created.

Procedure

  1. Navigate to Performance Analytics > Automated Indicators, Manual Indicators, or Formula Indicators.
  2. Select the indicator for which you want to add, modify, or delete a target or threshold.
  3. Use the Targets or Thresholds related lists to add, modify, or delete targets or thresholds.
    The related lists display both personal and global targets and thresholds. When you create a new personal target or threshold, ensure that the Owner field is populated.