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Modify goal presentation

Open Performance has two goal presentation features: Progress State Override and Toggle Trend Line and Burndown.

These two features make it possible to present goals that do not progress in a linear or cumulative way. For example, it may be perfectly normal for a project not to have any results for the first 3 months and now you can reflect that by selecting an “On Track” progress setting and disabling the trend line and/or burndown line.

Here is how to use Progress State Override and Toggle Trend Line and Burndown.

Progress State Override

Assuming you already have a goal created, click on the goal title again and click “Edit”. You will see a section called Progress Settings.

In the Progress Settings section, expand the “Show Section” on the left by clicking the down arrow.  

Screen_Shot_2017-03-21_at_7.48.33_AM.png

Click “Override Computed State” to show all goal states. The text on the left shows the computed state. The goal states appear below.

Click “Select” below the desired goal state. Once clicked, the button text changes to “Selected”.

Click “Save” at the top of the goal page. Once saved, the new goal state shows up on both goal page goal box and goal card on a dashboard. 

Toggle Trend Line and Burndown

Disable Trend line

The trend line tracks the linear regression of the recorded goal progress, within the temporal bounds of progress data. Using the steps below, users can disable the trend line in case the computed line does not represent your data properly.

In the Progress Settings section, click on “Disable Trend Line”. This will remove the dashed regression line to show on the measure chart.

Trend Line Enabled

Trend Line Disabled

Disable Progress Burndown

The progress burndown line is how Open Performance tracks and represents goal progress against the goal. You may disable its display on the chart. Use the steps below to disable it in case the computed line does not represent your data properly.

In the Progress Settings section, click on “Disable Burndown”. This will cause no shaded areas or burndown line to show on the measure chart.

Progress Burndown Enabled

Progress Burndown Disabled

Note: These presentation settings apply to each individual goal. This means you could have most of your goals’ progress status calculated, and a few goals manually adjusted.

 

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