Targets and RAG Status

Set meaningful targets and understand the RAG status system.

Setting Targets

Single Target

Set one target value that applies to all periods:

Edit the metric

Enter the target value

Choose the operator (≥, >, ≤, <, =)

Period-Specific Targets

Set different targets for different periods:

Edit the metric

Click Period Targets

Enter target for each period

Useful for seasonal variations or growth targets

RAG Status Explained

RAG = Red, Amber, Green

Green Status 🟢

• Meeting or exceeding the target
• No action required
• Celebrate success!

Amber Status 🟡

• Close to target but not quite there
• Needs attention
• Take corrective action

Red Status 🔴

• Significantly off target
• Requires immediate attention
• Investigate and act

Configuring RAG

Higher is Better

For metrics where higher values are good (e.g., Revenue):

• Green: Value ≥ Target
• Amber: Value ≥ (Target × Amber Threshold)
• Red: Value < (Target × Amber Threshold)

Lower is Better

For metrics where lower values are good (e.g., Costs):

• Green: Value ≤ Target
• Amber: Value ≤ (Target × (2 - Amber Threshold))
• Red: Value > (Target × (2 - Amber Threshold))

Amber Threshold

The amber threshold (e.g., 90%) determines the boundary between amber and red:

• 90% means amber starts at 90% of target
• 80% means amber starts at 80% of target