Adding a Strategy

Adding a strategy is simple. Once you've selected whether your target will be a value from your General ledger or from your KPIs, simply click the corresponding drop down.

You can either start typing the name of the account or KPI that you want to use, or you can scroll down the list and select it. Once an account or KPI is selected, you'll see a location to enter your targets. A difference will automatically be calculated and returned. If you selected a KPI, you'll see that the name appears blue with a small arrow next to it. Clicking this will allow you to manually enter "strategic components" for this KPI.

If you selected a KPI, you'll see that the name appears blue with a small arrow next to it. Clicking this will allow you to manually enter "Strategic Components" for this KPI.