How to Register Goals and Targets

Procedures

To register goals and targets:

1. In the Maintenance window of the chosen Indicator, select Goals.

The System displays the screen of selected folder.

2. Select New.

The system displays the addition screen.

3. Enter goal data, such as: name, description, date (final date to achieve goal), and person in charge of goal. If you want to schedule this goal, check existing option. Example of Fractional Goal: You can create 12 monthly fractional goals and a yearly non-fractional goal. Thus, for each month of the year, you may compare results with the monthly goal and also with the yearly goal.
4. Check and confirm the data.
5. Now define the targets, which are value ranges for indicator evaluations, which generate the Scorecards and consequently the Dashboard.

You must define values for each range of color: red, yellow, green and blue. The default definition of the ranges is as follows:

• Red

Area in which goals are far from being achieved.

• Yellow

Area in which goal achievement is below expectations.

• Green

Area in which goal achievement is as expected.

• Blue

Area in which goal achievement surpassed expectations.

6. In the Notes folder, describe the reason for your goal specification. In this field you can save texts.
7. Click Save to save the information.