What are Business Categories
Business Categories are labels used to organize and group work across the system.
They help teams structure information in a way that reflects what matters most to the organization.
Business Categories are not tied to departments.
They represent areas of focus across the business.
How Business Categories are used
Business Categories are used to:
- Filter and organize Scorecards
- Filter and organize Work Plans
This allows teams to view performance and work based on specific areas of the business.
Examples of Business Categories
Business Categories vary by organization.
Common examples include:
- Customer Loyalty
- Employee Engagement
- Financial Performance
- Market Penetration
These categories reflect strategic priorities, not organizational structure.
Why Business Categories matter
Without categories, data becomes harder to navigate.
Business Categories help teams:
- Focus on specific areas of performance
- Organize goals and work more effectively
- Filter information quickly
This makes it easier to understand what is happening and where to take action.
How to think about categories
Business Categories should represent:
- Key areas of focus for the organization
- Strategic priorities or outcomes
- Themes that apply across teams
They should not be limited to departments or job functions.
Where you will see Business Categories
Business Categories appear in:
- Scorecards when viewing or filtering KPIs
- Work Plans when organizing goals and tasks
They help connect performance and execution across the system.
Managing Business Categories
Business Categories are configured at the organization level.
- Executives and Managers can create and manage categories
- Employees use categories when creating and organizing work
The bottom line
Business Categories help bring structure to performance and work.
They make it easier to organize, filter, and focus on what matters most.
