Summarize Your Results – Using Series Status
Learn how to use the Series Status field to evaluate Measure performance in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
The **Series Status** field provides a quick visual summary of a Measure’s key data series—such as *Actual*, *Target*, or *Variance*.\ It displays each series’ value and status for the selected reporting period, helping you identify performance trends and areas for improvement at a glance.
What is the Series Status Field?
2
The Series Status field displays the **current values** and **status indicators** for a Measure’s data series.
3
- On a **Detail Page**, the **Series Status pod** shows each series’ value for the currently selected reporting period. - In a **Measure Summary Report**, it can display: - Values for the **current period only**, or - **Multiple periods** for trend comparison. - Series Status can also be used to create **heat maps** for visual performance analysis.
4
💡 *Use Series Status to instantly see which Measures are on track, behind, or exceeding targets without opening detailed charts or data tables.*
Adding the Series Status Pod to a Detail Page
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1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to view (e.g., *Revenue*).
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1. On the Measure Detail Page, click the **kebab menu (⋮)** and select **Edit Layout**.
7
1. From the **left-hand panel**, locate **Series Status**. 2. Drag and drop the pod to the desired location on the page. 3. Click **Save**. 💡 *Once added, the Series Status pod dynamically updates when you switch reporting periods or update data values.*
Summarize Your Results – Using Series Status
Learn how to use the Series Status field to evaluate Measure performance in ClearPoint.
Fernando Montenegro
7 steps
14 seconds
Clearpointstrategy
1
The **Series Status** field provides a quick visual summary of a Measure’s key data series—such as *Actual*, *Target*, or *Variance*.\ It displays each series’ value and status for the selected reporting period, helping you identify performance trends and areas for improvement at a glance.
What is the Series Status Field?
2
The Series Status field displays the **current values** and **status indicators** for a Measure’s data series.
3
- On a **Detail Page**, the **Series Status pod** shows each series’ value for the currently selected reporting period. - In a **Measure Summary Report**, it can display: - Values for the **current period only**, or - **Multiple periods** for trend comparison. - Series Status can also be used to create **heat maps** for visual performance analysis.
4
💡 *Use Series Status to instantly see which Measures are on track, behind, or exceeding targets without opening detailed charts or data tables.*
Adding the Series Status Pod to a Detail Page
5
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to view (e.g., *Revenue*).
6
1. On the Measure Detail Page, click the **kebab menu (⋮)** and select **Edit Layout**.
7
1. From the **left-hand panel**, locate **Series Status**. 2. Drag and drop the pod to the desired location on the page. 3. Click **Save**. 💡 *Once added, the Series Status pod dynamically updates when you switch reporting periods or update data values.*
