Performance by group

Monitor the performance of your organization or location based on ranking and proportioning your data into group views over a selected period.

1. Open the Performance by Group dashboard:
   • For an organization, from the main menu, click Monitor, and select Performance by Group.
   • For a location, select the group or location in the organization hierarchy. From the main menu, click Track, and select Performance by Group.
2. Select a comparison period for the summary chart.
3. Select a unit of measure in the View as drop down list, for example, Energy (GJ). Only data types that are associated with the unit of measure are included on the dashboard.
4. Select the time range of the dashboard. Data is aggregated by month.
5. Review the summary information, which includes the total activity data across all data types, the value for the period, and the variance.
6. Review the Activity By Group chart.
   This chart ranks your data aggregated by group using the unit of measure selected.

   When you view this dashboard at the organization level then this chart represents the top level classification groups.

   Note:

   When you view this dashboard from a classification or portfolio level, this chart proportions data based on the sub-groups in the selected group in the hierarchy.

   Click on a chart to change the sort order of a chart and the maximum number of bars to display.
7. Review the Activity By Period by Sub-Group chart.
   This chart aggregates your data by sub-group by month for the period you have selected. Each color in the stacked bars represents a sub-group.

   To see the values per sub-group per month for the comparison you selected, select the Grid view option at the top of the chart.

   Note:

   When you view this dashboard at the organization level then this chart represents classification sub-groups in the top level classification groups in the hierarchy.

   When you view this dashboard from a classification or portfolio group level then this chart represents sub-groups in the selected group in the hierarchy

8. Review the Activity By Sub-Group chart.

   This chart shows you the portion of your aggregated data by sub-group.

   A maximum of 10 portions are shown in pie charts. If there are more than 10 portions then 9 are shown and the remaining are aggregated into Other.

   Note:

   When you view this dashboard at the organization level, then this chart represents the top level classification groups. .

   When you view this dashboard from a classification or portfolio level, then this chart proportions data based on the sub-groups immediately below the selected group in the hierarchy.

9. Click Filters to narrow the data set of all charts on the report.
10. Click Actions to save your view, schedule the dashboard, and to email the dashboard.
11. Click on a chart to view the chart data in a grid view and to export the view to a file.