Target & Variance Reporting (Studio)

About Target and Variance Reporting

Target and variance reporting can help you quantify how each level of your organization stacks up to its targets and how these targets vary in comparison to the actual KPIs. To leverage target and variance reporting, you need to:

• Activate and publish your organization hierarchy.
• Define a target metric for organization levels via the enrichment parameters.
• Define a variance metric via the Custom Math metric.
• Group data by your organization hierarchy in the table widget settings. (See the next section.)

When all of these conditions are met, you will be able to use both the target metric and the variance metric as widget calculations.

Setting up a Table Widget With Target and Variance Calculations

1. Navigate to the dashboard.
2. Click Edit to open the dashboard in edit mode.
   
3. Expand the actions menu at the top-right of the table widget.
   
4. Select Edit.
5. To use target and variance metrics as calculations, you need to group data by the corresponding organization hierarchy. Click the plus ( + ) icon next to Organization Hierarchy in the Groupings
6. Click the organization hierarchy to move it to Applied Groupings.
   
   
7. Click the plus ( + ) icon to expand the Organization Hierarchy Metrics option in Calculations.
   
   
8. Click the target and variance calculations that you wish to use in the widget from the available options:
   
   • Target Effort
   • Target NPS
   • Target Sentiment
9. The target and variance calculations will appear in the Applied Calculations section.
   
   Qtip: You can further enhance a report by enabling peer and parent reporting for it.
10. Click Ok at the bottom-right of the Edit Widget window.
    
11. Click Save at the upper-right of the dashboard.