Register indicator
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Prerequisites
- Access to the File > Indicator (ST007) menu.
- Type of indicator previously configured.
- Pre-configured track.
- Pre-configured unit of measurement.
Introduction
An indicator is a measure used to monitor an organization's performance, and it can represent critical success factors, process metrics, or financial or non-financial results.
In SoftExpert Performance, indicators are used to create scorecards and can be analyzed individually or in combination, allowing you to track performance evolution over time.
This article will demonstrate how to register an indicator.
Register indicator
1. Access the File > Indicator (ST007) menu.
2. Click the button 
and select an indicator type.
3. Provide an identifier and a name.
4. On the General tab, fill in the fields related to the indicator's registration.
General
Indicator type
Displays the selected type at the time of inclusion, allowing adjustments if necessary.
Icon
Select the image that will visually represent the indicator.
Classification
Define how the indicator values will be handled. The options are:
- Qualitative : target and measurement by concept, such as Poor, Fair, Excellent. This option requires that the score of the items in the range be compatible with the intervals configured in the gauge and does not allow simplified ranges.
- Quantitative : numerical goal and measurement.
- Quantitative (HH:MM:SS) : target and measurement reported in hours, minutes, and seconds.
Settings
Set the indicator configuration: Higher is better , Lower is better , or Stabilize .
Indicator with a target?
When enabled, the indicator will have a target and score calculation; when disabled, the indicator will only have measurements and will be for informational purposes only.
Unit of measurement
Select the unit used for the indicator values. This field is disabled for qualitative indicators.
Number of decimal places
Specify the number of decimal places (0 to 9). This field is only enabled for quantitative indicators.
Range
Select a previously registered Track .
To apply a custom range to the indicator, select the Simplified Range option and define the settings , icon , and value ranges .
When using a simplified score range , it will not be possible to change the scoring, colors, or apply the cumulative calculation formula. For these cases, it is recommended to use a standard system score range.
Frequency
This section defines the rules for measuring and accumulating the indicator.
Specify the measurement frequency and the type of target (measurement frequency or accumulation period).
In Accumulation , define the operation , the start of the accumulation , the frequency of the accumulation, and the number of years .
The "2nd accumulation" grouping allows for a cumulative view of the indicator.
5. Click the button 
to save and enable the details tab.
6. In the Details tab, you can associate a sub-indicator, include a description for the indicator, configure a formula for the target and measurement, and view the associated scorecard.
Details
Attributes
If there are attributes associated with the indicator type, the Attributes section will be displayed .
Sub-indicator
It allows you to associate dependent indicators, which influence the calculation of the main indicator.
For the sub-indicator values to be considered correctly, a formula must be configured in the main indicator.
Description
This field is used to provide details about the registered indicator.
Formula
Available only for non-qualitative indicators. Allows you to configure formulas for:
- Goal.
- Cumulative target.
- Cumulative target 2.
- Measurement.
- Cumulative measurement.
- Cumulative measurement 2.
The formulas are used when there are associated sub-indicators.
Associated Scorecard
Enabled only when the indicator is linked to a scorecard.
Displays a list of scorecards that use the indicator, allowing access to the data.
7. Click to save the indicator's registration.
Conclusion
Indicator registration is one of the cornerstones of performance management in SoftExpert Performance. With it, you can define strategic and operational metrics, configure goals, measurement ranges and frequencies, and track the use of indicators in scorecards.