The Matrix view has three different sub-views: Actions, KPI, and Focus.
In the Actions sub-view, Actions are grouped by their hierarchy Capability and Ambition, and the Strategic Objectives and their corresponding Key Results are put horizontally at the top.
The blue teardrops/dots in the matrix represent the validations made between an Action and a Strategic Objective and, possibly, a Key Result. Validations are rated as High, Medium, or Low impact when created.
In the example provided, you’ll notice colored indicators next to each key result.
These indicators represent the Key Result’s status and use the same color-coding Red Yellow Green as the Progress indicators. The color indicates how much the Key Result deviates from the target values specified. The arrow represents the trend for the last two entered values, with a black indicator indicating no value specified, and an arrow pointing to the right indicating no change between the last two actual values.
Expand and Collapse Columns
You can expand and collapse columns by clicking on the – /+ icon.
By default, all columns are expanded.
If you choose to collapse a columns, the matrix will automatically combine the dots and show an average for the validations.
By selecting the “Show All” option, you can view all Actions that do not currently have any validations to a Strategic Objective. Additionally, you can easily create a new validation for these actions directly in this view by simply clicking on the “+” sign.
The KPI view is the second sub view, it displays the relationship between KPIs and their associated Key Results. As with the Actions view, the status icon can be found on the right side of each KPI and KR. On the left side, a graph icon is displayed, which can be clicked to bring up the respective output chart.
Key Result vs. KPI chart
By clicking on the comparison icon, you can view the correlations between the KPIs and Key Results in a single graph, allowing for easy comparison between the two.
Each data series is assigned a unique color, making it easy to distinguish between them. If you collapse the columns, the comparison graph will include even more data series, providing additional insights and analysis.
This view enables you to determine whether there is a correlation between the performance of the KPI and KR, as intended when linking them, and whether the KPI’s performance is adequate to achieve the KR.
The third sub-view is the Focus view, which is like the Actions view but with a different grouping.
Actions are organized by the Focus to which they are assigned rather than by Capabilities and Ambitions.
This view is particularly useful for reviewing what’s included in a specific Focus, such as a specified time interval, and verifying that the correct Actions have been included. It may reveal that some actions need to be added or removed to align with the Focus.