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Version: Version 22

Key results tracking

Introduction​

What is the Key results tracking Tab? The Key results tracking tab is a feature within the Portfolio functionality of Fortes Change Cloud that provides a centralized view of progress toward strategic objectives. It focuses on tracking measurable outcomes (key results) that are linked to broader goals or OKRs (Objectives and Key Results), coming from a centralised strategy or locally defined objectives and key results. This tab aggregates data from across the portfolio, offering a clear and up-to-date picture of how well the organization is delivering on its strategic ambitions.

Who Uses It? This tab is used by a range of roles involved in strategy execution and portfolio management, including:

  • Portfolio Managers, to monitor alignment and performance across initiatives.
  • Program and Project Managers, to track how their work contributes to strategic outcomes.
  • Executives and Leadership, to gain insight into organizational progress and make informed decisions.
  • Strategic Planners and PMO Teams, to ensure governance and alignment with long-term goals.

What Value Does It Deliver? The Key Results Tracking tab delivers value in several key ways:

  • Strategic Alignment: It ensures that all initiatives are contributing to clearly defined, measurable outcomes.
  • Transparency: It provides a real-time overview of progress, helping stakeholders quickly identify areas of concern or opportunity.
  • Informed Decision-Making: It supports leadership with data-driven insights to guide strategic and operational decisions.
  • Accountability: It clarifies ownership and progress of key results, encouraging responsibility and follow-through.
  • Agility: It enables timely adjustments to strategy or execution based on current performance data.

How to use the Key results tracking tab​

The Key Results Tracking tab provides an overview of all key results:

  • Realised and Target columns show actual and goal values.
  • Estimate column displays estimated values per Portfolio item and their sum.
    These estimates originate from the Key result estimation segment on the Portfolio item canvas.

Adjusting the Time Horizon​

You can customize the time horizon in the grid’s top bar:

  • Select up to 5 years in the past or future.
  • Choose whether to display years divided into months or quarters.

Additional Information in the grid​

  • Each key result row shows the unit behind its name (defined in the strategy or local key result).
  • Below the name, you see how many portfolio items are currently linked to this key result.

Configure Key results tracking​

Add Key results to the portfolio​

Before you can configure tracking, you need to add key results:

  • Open the Properties panel of your portfolio.
  • To add company-wide Key results, click + behind Global key results. These results are part of an Objective defined in the Strategy app.
  • To add portfolio-specific Key results, click + behind Local key results. These results apply only to the current portfolio and are not visible in other portfolios.

Configure how values are edited​

In the settings per Key result, you define where and how values can be edited:

  1. Choose the level of editability:
  • Portfolio level: Values are editable for the entire portfolio.
  • Per Portfolio item: Values are editable for individual items.
    When this option is selected, the sum of all item values will be displayed.
  1. Select the update method:
  • Editable: Values can be edited directly in the grid.
  • Imported: Values are updated via the Import/Export module.
  • Reported: Values come from the project reporting cycle.

Scorecard Settings​

You can define how the scorecard interprets performance:

  • Shows green when realised is higher than target
    Use this when exceeding the target is positive (e.g., revenue growth).
  • Shows red when realised is higher than target
    Use this when exceeding the target is negative (e.g., cost or risk metrics).

Best practices​

  • Use clear, recognizable names for each objective to support effective reporting.
  • Regularly update both target and realized values for an accurate and current overview.
  • Adjust scorecard settings to quickly identify risks or achievements using color indicators.
  • Collaborate by assigning roles and responsibilities to the relevant team members.

FAQ​

Can I create objectives that are only visible within a single portfolio? Yes, objectives created within a portfolio are only visible and usable in that specific portfolio.

Can I add multiple people to manage objectives? Yes, add members to roles so multiple team members can collaborate on objectives.

Can I change the view to show different years, quarters, or months? Yes, you can customize the overview to display the periods that are relevant for your reporting.

More support?​

For step-by-step instructions or troubleshooting, contact your Fortes Change Cloud administrator or consult in-app help.