With airfocus you prioritize items based on strategy criteria for defined factors. In other words, a factor can have one or many strategy criteria.
The prioritization framework always has an X-factor and a Y-factor, whereas the R-factor is optional (it only has informational value, representing the bubble size on the chart view).
Each factor has a scoring direction, which defines whether it is a positive or negative factor. The scoring direction of a factor also accounts for the underlying criteria of that factor. You can change the scoring direction by clicking the factor name.
Each criterion has a value type that defines the scale of the criteria (or in other words, how you want to measure the criteria). To set up or edit the value type of a criterion, go to the Priority Ratings app and the field settings of the respective criteria.
You can also directly access the Field settings by going to the Fields tab in the workspace settings.
Fields of type Single select, Multi select, T-shirt sizes, Yes or no, 0 to 5, 0 to 10, Money, Percentage, Story points, and Numbers can be used as criteria in the Priority Ratings app.
For fields of any type of select and Yes or no you will be able to apply custom values for each of the options.
Once your options have the desired values, click on Update to set everything up and save your configuration.
Let's look at the following example:
The Y-factor is used for "Value" with higher values in the scoring table being better (see the up arrow). The factor here has three criteria: "Reach" (value type: percentages), "Impact" (value type: 0-10 numbers), and "Inisghts" (comes from insights & feedback management board).
The X-factor is used for "Effort" with lower values in the scoring table being better. The factor here has just one criterion: "Team effort" (value type: general numbers).
The R-factor is used for "Revenue" with higher values in the scoring table being better. The factor here also has just one criterion: "Revenue" (value type: t-shirt sizes).
All of these settings can be customized in the "Priority ratings" app.
Rename factors and define the weighting between the factors.
Rename, delete or add new criteria and define the weighting between the criteria of that factor.
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