Organize Your Strategy – Managing Measures
Learn how to add, edit, and bulk edit Measures in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
Measures, also known as Key Performance Indicators (KPIs), help organizations track performance over time, compare results against targets, and identify areas for improvement.
Adding a Measure
2
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Click **+ Add Measure**. 4. Enter a **Name** for your Measure (e.g., *Net Promoter Score*). 5. Select an **Owner** from the dropdown menu. 6. Click **Save**. 💡 *Measures can be added to any Scorecard where you have permission. Once saved, they appear instantly in your Scorecard and related summary reports.*
Editing a Measure
3
Locate the Measure you want to edit.
4
1. Click the kebab menu (⋮) and select **Edit Element**. 2. Use the tabs in the right-hand drawer to make changes: - **Update Fields** – Make changes specific to the current reporting period (e.g., *Status*, *Analysis*, or *Recommendations*). - **Edit Fields** – Update details that remain consistent across all periods (e.g., *Name*, *Owner*, or *Reporting Frequency*). - **Series** – Add or configure data series for your Measure, including calculations and evaluations. - **Charts** – Create or customize charts to visualize Measure data. - **Links** – Manage connections to related Objectives, Initiatives, or other Measures. - **Notifications** – Update notification preferences. 3. Click **Save** when finished.
5
💡 *Use Update Fields for period-based updates and Edit Fields for permanent Measure settings.*
Editing a Measure on a Detail Page
6
1. Open the **Measure Detail Page**. 2. Click the kebab menu (⋮) and select **Edit Element**.
7
1. Make edits under the appropriate tab (e.g., *Edit Fields*, *Series*, or *Charts*). 2. Click **Save**. 💡 *Edits made from the detail page update your Measure instantly across all linked reports and dashboards.*
Bulk Editing Measures
8
1. Check the boxes beside each Measure you want to edit. 2. Click **Edit Multiple** from the toolbar. 3. In the edit drawer, navigate to the **Update Fields** and **Edit Fields** tabs to make your changes. 4. Click **Save** when done. 💡 *Bulk editing is ideal when updating ownership, reporting frequency, or current status for multiple Measures at once.*
Organize Your Strategy – Managing Measures
Learn how to add, edit, and bulk edit Measures in ClearPoint.
Fernando Montenegro
8 steps
16 seconds
Clearpointstrategy
1
Measures, also known as Key Performance Indicators (KPIs), help organizations track performance over time, compare results against targets, and identify areas for improvement.
Adding a Measure
2
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Click **+ Add Measure**. 4. Enter a **Name** for your Measure (e.g., *Net Promoter Score*). 5. Select an **Owner** from the dropdown menu. 6. Click **Save**. 💡 *Measures can be added to any Scorecard where you have permission. Once saved, they appear instantly in your Scorecard and related summary reports.*
Editing a Measure
3
Locate the Measure you want to edit.
4
1. Click the kebab menu (⋮) and select **Edit Element**. 2. Use the tabs in the right-hand drawer to make changes: - **Update Fields** – Make changes specific to the current reporting period (e.g., *Status*, *Analysis*, or *Recommendations*). - **Edit Fields** – Update details that remain consistent across all periods (e.g., *Name*, *Owner*, or *Reporting Frequency*). - **Series** – Add or configure data series for your Measure, including calculations and evaluations. - **Charts** – Create or customize charts to visualize Measure data. - **Links** – Manage connections to related Objectives, Initiatives, or other Measures. - **Notifications** – Update notification preferences. 3. Click **Save** when finished.
5
💡 *Use Update Fields for period-based updates and Edit Fields for permanent Measure settings.*
Editing a Measure on a Detail Page
6
1. Open the **Measure Detail Page**. 2. Click the kebab menu (⋮) and select **Edit Element**.
7
1. Make edits under the appropriate tab (e.g., *Edit Fields*, *Series*, or *Charts*). 2. Click **Save**. 💡 *Edits made from the detail page update your Measure instantly across all linked reports and dashboards.*
Bulk Editing Measures
8
1. Check the boxes beside each Measure you want to edit. 2. Click **Edit Multiple** from the toolbar. 3. In the edit drawer, navigate to the **Update Fields** and **Edit Fields** tabs to make your changes. 4. Click **Save** when done. 💡 *Bulk editing is ideal when updating ownership, reporting frequency, or current status for multiple Measures at once.*
