1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Define goals and metrics
Activity Flow

Define the strategy for the solution in terms of goals and metrics

Architect Architect Business analyst Business analyst Set up goals Set up goals Use goals to define various business objectives, project goals, or compliance requirements.You can use goals that are: Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable. Procedure 1. Click Business strategy. 2. Click Goals. 3. Click New. 4. In the Goal field, type a value. 5. In the Reference field, type a value. 6. In the Type field, select an option. 7. In the Description section, enter a description of the goal. 8. Close the page. 9. Close the page. Set up metrics Set up metrics Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.You can set up metrics for these types: MetricKPI Procedure 1. Click Business strategy. 2. Click Metrics. 3. Click New. 4. In the Metric field, type a value. 5. In the Reference field, type a value. 6. In the Type field, select an option. 7. In the Description section, enter a description of the metric. 8. Close the page. 9. Close the page. Define goals for solution Define goals for solution Define the goals for the current RapidValue solution. Procedure 1. Click Business strategy. 2. Click the Goals tab. 3. Click Add goal. 4. In the Goal field, enter or select a value. 5. In the Importance field, select an option. 6. In the Notes field, type a value. Define metrics for solution Define metrics for solution Define the metrics to measure the goals of the current RapidValue solution. Only define metrics for the measurable goals. Procedure 1. Click Business strategy. 2. Click the Goals tab. 3. Click the Metrics tab. 4. Click Add metric. 5. In the Goal field, enter or select a value. 6. In the Metric field, enter or select a value. 7. In the Objective field, type a value. 8. In the Notes field, type a value. Notes You can only add metrics for goals that are defined for the business solution. Start Start Map goals and metrics to business processes Map goals and metrics to business processes You can map the roles and metrics, that are defined for the current RapidValue solution, to business processes. Procedure 1. Sub-task: Map on Business strategy workspace. 2. Click Business strategy. 3. Click the Goals tab. 4. Click the Mapping tab. 5. Click Add mapping. 6. In the Business process field, enter or select a value. 7. In the Goal field, enter or select a value. 8. In the Metric field, enter or select a value. 9. In the Notes field, type a value. 10. Sub-task: Map on Business strategy designer. 11. Click the Capabilities tab. 12. Click Edit. 13. In the tree, select 'a business process'. 14. Click the Strategy tab. 15. Click Add. 16. In the Goal field, enter or select a value. 17. In the Metric field, enter or select a value. 18. In the Notes field, type a value. 19. Close the page. End End

Activities

Name Responsible Description

Set up goals

Architect

Use goals to define various business objectives, project goals, or compliance requirements.

You can use goals that are:

  • Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.
  • Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable.

Set up metrics

Architect

Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.

You can set up metrics for these types:

  • Metric
  • KPI

Define goals for solution

Business analyst

 		Define the goals for the current RapidValue solution.

Define metrics for solution

Business analyst

 		Define the metrics to measure the goals of the current RapidValue solution. Only define metrics for the measurable goals.

Map goals and metrics to business processes

Business analyst

 		You can map the roles and metrics, that are defined for the current RapidValue solution, to business processes.

Activities

Name Responsible Description

Set up goals

Architect

Use goals to define various business objectives, project goals, or compliance requirements.

You can use goals that are:

  • Measurable: Measurable goals are also known as performance goals. Measurable goals set a quantifiable objective for the activities performed within a business domain and metrics can be used to monitor progress towards these goals.
  • Non-measurable: Non-measurable goals are strategic in nature and express high-level objectives for the business, although not quantifiable.

Set up metrics

Architect

Use metrics and KPIs to measure whether a goal is achieved or not.  You can use metrics, for example, to measure sales volume, number of new customers in a week, or amount of waste.

You can set up metrics for these types:

  • Metric
  • KPI

Define goals for solution

Business analyst

 		Define the goals for the current RapidValue solution.

Define metrics for solution

Business analyst

 		Define the metrics to measure the goals of the current RapidValue solution. Only define metrics for the measurable goals.

Map goals and metrics to business processes

Business analyst

 		You can map the roles and metrics, that are defined for the current RapidValue solution, to business processes.
Related to Notes

Define goals and metrics

 		 

Define goals and metrics

 		 

Provide feedback