Define and update benefit metrics (04:23)

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While it is not mandatory that benefits metrics align with the parent goal metrics, you can define a specific set of metrics for each benefit. 


Tangible, or quantitative benefits can be defined with specific targets for revenue, cost, percentage change, or some other quantifiable numeric measurement in a defined time frame.  Intangible benefits simply have a statement of benefit and a defined time frame.

To define and update benefit metrics:

  1. Ensure you are in the Strategy area and click Benefits in the Strategy section.

  2. Select and find the benefit you wish to define a metrics for.

  3. Click on the appropriate benefit from the list.

  4. Select the Strategic Goal/Metrics tab

  5. Define the Tangible Benefits metrics in the right pane; or

  6. Define the Intangible Benefits in the right pane

  7. Click Save & Close.

Download Job Aid: Creating and maintaining benefits

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