Setting measure evaluations | ClearPoint Strategy

Setting measure evaluations

Setting measure evaluations provides you a great visual way to show how a specific measure is performing. ClearPoint allows you to set your measure evaluations manually or automatically.

In This Article

Manual measure evaluation

Manually setting a status for your measures works well when you are first beginning to nail down a reporting process and want to gain historical data before setting a target or baseline. Additionally, manually setting a status is helpful when there is not a clear target or baseline with which to evaluate your measure data, so some subjectivity in setting the status is required.

From the measure detail page, click on the pencil icon.

In the Update Fields tab, use the Status dropdown menu to select a status indicator. The default options are “Not Defined”, “Above Target”, “Caution”, “Below Plan”, and “No Information”.

Once a status is selected, click Save.

Note: You can customize status indicators for your account by following the steps in this article.

Automatic measure evaluation

Automatic measure evaluations can save you and your updaters valuable time when you are ready to report out on your measures! Furthermore, automatic measure evaluations take out the subjectivity when it comes to evaluating a measure’s status, by assigning status based on a set of pre-determined criteria.

Creating and enabling series evaluations

Navigate to the Measure Data Table and double click on the header of the series you would like to evaluate to open the measure series edit window. Click on the Evaluation tab. To enable a series status option, check the box next to the status indicator name. Next, select how you want to compare the current series and then which series you want to compare against. If you want to compare against a specific value rather than a series, select Static Value. Enter the calculation criteria for the evaluation. Finally, if you would like to use this series evaluation to evaluate the Measure, check “Use this series for overall element evaluation”. Click Save when finished.

In this example, we leave the Above Target calculation blank. We want the series to evaluate to Above Target whenever the Actual is greater than or equal to Target. We want the series to evaluate as Caution when Actual is greater than or equal to Target*.9 (i.e. 90% of  the ‘Target’). ClearPoint reads series evaluations from top to bottom, so once the criterion is met, it assigns that status and stops reading. This is why Below Plan is simply whenever the Actual is less than Target (as all values in the ‘Caution’ range will have already been identified). Since we checked “Use this series for overall element evaluation,” the evaluation has been enabled for the measure. Going forward, the measure will automatically evaluate when new data is entered.

Setting the measure evaluation

There is another option for setting measure evaluations. In the above section, we checked “Use this series for overall element evaluation” to set the evaluation criteria for the measure. While only one Measure at a time can have this option checked off, you do have the option to add evaluations to multiple different series.

If you would like to enable a different evaluation option, you can do so from the measure edit window.

On the measure detail page, click the pencil icon in the upper right-hand corner.

Click into the Series tab. From the Evaluation Option dropdown menu, select the evaluation option that you would like to use. You can choose any custom evaluations that you have added to series, or you can use “Best Series” and “Worst Series.” If you have multiple custom evaluations set up, you may want ClearPoint to consider all the evaluation criteria rather than just one custom evaluation. “Best Series” will give the measure the most favorable status indicator when evaluating based on all criteria. “Worst Series” will give the most unfavorable status. When finished, click Save.


Note: If you choose Best Series and have an evaluation that would make your status indicator green based on current data, this is the evaluation that will be applied. If you choose Worst Series and have an evaluation that would make the status indicator red based on current data, then this evaluation will be applied.

Your status icons will now automatically update based on the criteria you have in place. When users enter new data in the measure data table, a status indicator will be automatically applied based on your criteria.

Using ranges for automatic measure evaluations

Adding ranges for automatic measure evaluations is great for when you want to evaluate a measure based on its proximity to the target. We will first add the range evaluation criteria, then make sure to select that criteria as our evaluation option for the overall measure.

Once again we can edit a series from the Measure Data Table and check the box next to each status we want to include in the evaluation.

To set this based on a range we can use the comparison dropdown menus, and select Range. If you are including the No Information status, select Any so that any value not fitting red, yellow, or green criteria will be marked as No Information. If you are evaluating a range based off of another series value, you’ll need to select the appropriate series in the dropdown menus.

In the Calculations column, you have a couple of options for entering the ranges:

  • Enter the calculations defining the upper and lower boundaries of the range compared to the selected series. This can be addition/subtraction or multiplication. The boundaries should be separated by a comma. For example: ‘*.9, *1.1’ would include all values within 90% to 110% of the Target value.
  • If you are using a static range, enter the upper and lower boundaries in the Calculation fields using equals signs. For example, ‘=-10, =10’ Would define a range between -10 and 10.

After all ranges have been identified, check “Use this series for overall measure evaluation.” Click Save.

The status will update accordingly at the top of the page and in the Measure Data Table.