Managing the levels in your indicator pyramid


 
Opal3 Support
Last Updated: 2 years ago
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All Opal3 performance indicators must be associated with an indicator level.

  • Each indicator must be associated with one, and only one, indicator level

  • Indicators on different levels can be linked to each other

  • Lower level indicators contribute information to linked higher level indicators

  • Links can be many-to-one or one-to-many

  • Links can skip levels, e.g. a level 3 indicator can be linked directly to a level 1 indicator.


First, you should decide how many levels of performance indicators you would like to use in your indicator hierarchy. You might like to start with two levels which could be reserved for Executive Reports and Operational Data & Reports, respectively. Additional lower levels could then be added later to inform the higher level indicators.

Note that you can always edit / add / remove / insert levels at a later time.

Second, you will have to decide for each level

  • When you want indicators to be due (in working days after the first working day of the month following the period to be reported on). To facilitate sequential reporting each level should be due at least one day in advance of each higher level.

  • How long you want indicators to be open for reporting (prior to the due date).

  • When you want reminders to be sent (relative to the due date).

  • If (and how far up the chain) you want overdue reports to escalate.


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