Automate Calculations & Evaluations — Setting Measure Evaluations

This article explains how to configure manual and automatic measure evaluations in ClearPoint to keep measure statuses accurate and up to date.

Fernando Montenegro
14 steps
28 seconds

Clearpointstrategy

Evaluations help you understand how a measure is performing over time. ClearPoint allows you to configure evaluations **manually** or **automatically**, giving you clear visibility into whether a measure is on target, at risk, or below expectations.

Manual Measure Evaluation

Manual statuses are useful when you are still developing a reporting process or when there is no clear baseline or target to evaluate against.

To manually set a measure’s status:

1. Navigate to **Elements** from the left-hand navigation. 2. Choose **Measures**. 3. Click the **kebab menu (⋮)** and select **Edit Measure**.

1. Navigate to the **Update Fields** tab, 2. Choose a status from the **Status** dropdown. - Default options include *Not Defined*, *Above Target*, *Caution*, *Below Plan*, and *No Information*. 3. Click **Save**.

Creating and Enabling Series Evaluations

1. Navigate to **Elements** from the left-hand navigation. 2. Choose **Measures**. 3. Click the **kebab menu (⋮)** and select **Edit Measure** (e.g., ***Revenue***).

1. Open the **Series** tab in the right-hand drawer. 2. Click the **kebab menu (⋮)** next to the series you want to evaluate (e.g., ***Actual***) and choose **Edit Series**.

1. Go to the **Evaluation** tab. 2. Toggle each status you want to define (e.g., ***Above Target***, ***Caution***, ***Below Plan***). 3. For each status, configure: - **Comparison type** (e.g., ≥, ≤, =, Range) - **Comparison target** (another series *or* a **Static Value**) - **Calculation criteria** (e.g. `*0.9` for 90% of Target) 4. Click **Save**.

How evaluations are applied

ClearPoint reads evaluations **top to bottom**. The first condition met becomes the applied status. Example: - *Above Target*: Actual ≥ Target - *Caution*: Actual ≥ Target \* 0.9 - *Below Plan*: Any value below the Caution threshold Because *Caution* captures the 90%–100% range, *Below Plan* applies only to values below that. Once enabled, the measure automatically evaluates whenever new data is entered.

Setting the Measure Evaluation (Choosing the Evaluation Method)

You can also determine how ClearPoint selects the final evaluation when multiple series have evaluation criteria.

1. Navigate to the **Series** tab. 2. Locate the **Evaluation Option** dropdown. 1. Choose one of the following: - **A specific series evaluation** (any series with evaluation rules) - **Best Series** — applies the most favorable status - **Worst Series** — applies the least favorable status 3. Click **Save**.

**Notes** - **Only one series** can be used as the official evaluation source at a time. - **Best Series** example: If one evaluation is green and another yellow, the measure displays green. - **Worst Series** example: If one evaluation is red and another yellow, the measure displays red. Your measure’s status will now automatically update based on the selected evaluation logic.

Using Ranges for Automatic Evaluations

Ranges allow you to evaluate based on proximity to a target (e.g., within ±10%).

To define a range evaluation:

1. Navigate to the **Series** tab. 2. Click the **kebab menu (⋮)** next to the series you want to evaluate (e.g., ***Actual***) and choose **Edit Series**.

1. Open the **Evaluation** tab. 2. Locate the status you want to configure. 3. In the **Comparison** dropdown, select **Range**. 1. If using a “catch-all” status such as *No Information*, select **Any**. 4. Choose whether the range compares to: - Another **Series**, or - A **Static Value**. 5. Enter the upper and lower boundaries. Examples: - **Series-based range:** `*0.9, *1.1` (90%–110% of Target) - **Static value range:** `=-10, =10` (between -10 and 10) 6. Click **Save**.