• Using Scores in Equations in 3.2

    In version 3.2 you can now use scores from any type of scorecard item in KPI equations. In the past you were limited to only using KPI scores. This is helpful when tracking the overall strategic performance of lower-level scorecards.

  • Separate Tree and Time Aggregations in 3.2

    Rollup KPIs are aggregated in two different ways. The rollup equation is used when aggregating values up the organization tree. The aggregation type is used when aggregating smaller calendar periods into larger calendar periods, like turning monthly values into a yearly value.

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  • There is a new KPI update type called “rollup.” It automatically aggregates the KPI values from children organizations that are based on the same organization template.

    To set up these automated rollup KPIs, first create an organization that you want to use as your template. Any KPIs in the template that you want to be automatically calculated should have the update type of “rollup.” You also can change the rollup equation, which determines how the KPI values will be aggregated together as they’re rolled up the organization tree.

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  • New Geometric Mean Aggregation Type in 3.2

    There’s a new KPI aggregation type called geometric mean. It’s a way of calculating the average of multiple numbers that is used in various statistical models. The technical definition of geometric mean is the nth root of a product of n numbers.

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  • Choosing “This” for Equations

    You can now choose “this KPI” in Scoreboard or “this measure” in QuickScore when building equations. This allows you to make self-referential equations, for example goals that are 10% higher than the previous year’s actual value.

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