Status Reports
Menu: Situation Analysis → Status Reports
A Status Report brings together performance indicators for a unit and strategic cycle. It does not require a resource approval, positive assessment result or separate PHASE 3 tab.
Create a report
- Select the correct company and strategic cycle.
- Open Situation Analysis → Status Reports.
- With permission, create a report and enter its name and unit.
- Save and open the details.
A new report starts empty; library KPIs are not added automatically.
Add KPIs
The report's Add KPI dialog offers four methods:
| Method | Result |
|---|---|
| From library | Creates a continuous KPI and adds it to the report |
| From KPI Register | Uses an existing KPI |
| From another report | Uses the same KPI in this report as well |
| From previous cycle | Carries over matching report/unit usages and weights |
Measurements and success criteria are not copied into the report; they belong to the KPI. Report weight belongs to this usage. Changing a KPI definition can affect every active usage. See KPI Tracking.
Review dimensions
Review KPIs by their IPF dimension: Financial, Customer, Market, Operations, Technology, People, Innovation, Ecosystem, External and Other.
Check each KPI's latest evaluable in-cycle measurement, criteria level and report weight. Missing criteria, no measurement and not evaluable mean different things; do not automatically treat them as red or zero.
Cycle and report score
Evaluated KPI scores are averaged using report weights. Coverage is the evaluated weight's share of total weight. See KPI Tracking for measurement-day and success-criteria details.
Once the strategic cycle closes, report KPI usages and scores are read from the closing snapshot. Adding/removing KPIs and changing weights is locked. Later measurements entered in KPI Tracking do not change the closed report.
Connect analysis and strategy
Use a Status Report KPI in a focus area to link current performance with a strategic priority. The measurement series remains shared. Goal Alignment Matrix shows gaps in the Status Report KPI → Focus Area KPI → KR chain.
Review qualitative external/internal factors with separate tools:
- PESTLE: external environment.
- VRIO: resources and capabilities.
- SWOT: strengths, weaknesses, opportunities and threats.
- Findings: observations, risks and analysis inputs.
These tools inform one another; they are not mandatory sequential analysis/synthesis phases in the menu.
Permissions
The effective current_state_analysis feature and, where applicable, unit_level_strategy work alongside role/unit scope. Team Leads write in their led subtree; company-level writing requires root-unit leadership. Members read. See Roles and Permissions.