Adding Key Measure Data for Benefit Tracking

Select a Benefit Measure and click on it (right-click on an Outcome and choose ‘Add Measure’ if none have been created). Click on the bar on the right of the screen called ‘Details’ to see some key information.  Information required for a benefit measure is under a heading called ‘Measurement’. Click on this heading to see more and add data.

Basic information:

a. Enter the Units, for example £, $, FTE, hours etc.
b. Mark as Has Financial Implications if financial information is to be forecast and captured, if so also  select if it Is Cashable or not, choose the reporting Financial Frequency and select if the measure is Cost/Revenue.

Performance Levels: Baseline and expected/ target values

Key information for the setting of performance levels is under a heading called ‘Performance Levels’. Your measure will have an existing baseline value – add this to the line with 0% on, headed Number of Units and if a financial measure then also to have a baseline Finance Value (if the measure is not financial then Financial Value cannot be entered).  Add the expected/ target value for Number of Units and Financial Value on the row with 100% on, headed Units. (You can use the green plus and red minus buttons to add and remove options in between).

To see a short, sound free video of this, please click here