Explore KPIs

A Key Performance Indicator is a type of success measurement. Certain threshold values are defined for measures, specifically, members of the Accounts dimension such as Net Revenue in a Profit and Loss model. You can define Key Performance Indicators (KPIs) for accounts in the Reports window. To get started, select a measure in the grid and then choose Configure KPIs.

The KPIs you create are evaluated regularly. For each cell whose status worsens, you receive an alert in the

Notifications center; you can click the alert to open the respective report view. In addition, for report views the relevant cell is highlighted.

Note

The cell highlighting only works if all the dimensions used for the KPI definition are still in the view.

You can view and manage all the KPIs in the current view of a report in the KPI Preview panel, which you access by choosing KPI Preview.

Related Information

Editing Options for KPIs [page 100] Changing the KPI Scope [page 99] KPI Preview [page 100]

4.15.1 Defining the KPI Threshold Workflow

Select a measure in the grid of a view and define a Key Performance Indicator (KPI) in the Edit KPI dialog.

Context

Once you have accessed the dialog, follow these steps to define KPI intervals and thresholds.

Note

KPIs over multiple account members and different hierarchy levels are currently not supported.

Procedure

1. In the grid, select the measure for which you want to define a KPI. 2. Choose Configure KPIs.

The Edit KPI dialog appears. 3. Create the first KPI interval:

a. Choose a level: OK, Warning, or Critical. b. Enter the threshold values.

You can enter upper and lower threshold values or just one threshold value. c. Choose an appropriate operator: less than (<), or less than or equal to (≤)

Use the arrow keys on your keyboard to switch between the two operators. d. (Optional) Enter a name.

4. Repeat step 3 to create the required KPI intervals. 5. Apply Changes.

4.15.2 The KPI Visualizer

The KPI Visualizer provides an interactive visualization that allows you to change the driver accounts for Key Performance Indicators (KPIs) and see the corresponding changes in accounts with dependent or related KPIs. Generally, planners maintain a number of KPIs for business accounts. These accounts are often defined as complex hierarchies and formulas. So it can be a time-consuming and complex task to comprehend how changes

in values in one account affect other accounts and their corresponding KPIs. However, if you use the KPI Visualizer, you can see the impact right away.

To access the KPI Visualizer:

1. In a grid, select a cell on which a KPI has been defined. 2. Choose Visualize in the tab bar.

3. In the visualization pane, open the Change Visualization menu, and select KPI Driver.

In the resulting visualization, the left-aligned gray nodes represent the drivers that affect the selected KPI cell. The colored nodes distributed on the right represent KPIs. In addition to the KPI of the selected cell, other KPIs that are affected by changes to the drivers of the selected cell are also shown. The following screenshot is a typical KPI Driver visualization:

If you move your mouse over the KPI nodes, paths to the KPIs that are driven by this node are highlighted. This helps to prevent any unnecessary or potentially disruptive changes to values of other accounts because changes to drivers of the selected KPI are reflected in all other relevant KPIs. To persist a path, click the relevant node. This is useful when the visualization is large and you need to scroll to follow a highlighted path.

If the selected cell is editable, you can change the values for drivers by selecting the driver node and entering a new value, or by using the up/down arrows in the node. To save updated driver values, you can choose the Save KPI State icon in the visualization pane.

4.15.3 Changing the KPI Scope

You can change the scope of a KPI by making a selection that overlaps with that of an existing KPI.

Procedure

1. In a view grid, make your selection for the new scope of the KPI. Make sure that it includes the cell used to define the existing KPI.

2. Choose Configure KPIs.

The Overlapping Selection dialog appears. It warns you that your selection overlaps with an existing KPI. 3. You can choose to edit the existing KPI or to change the scope of the KPI:

○ To edit the KPI, choose Edit existing KPI and then choose OK.

○ Choose Change scope of existing KPI, and choose OK. Confirm your choice.

If you have chosen to change the scope, the new scope is applied to the KPI. The Edit KPI dialog appears. 4. Make any further changes you require and close the dialog.

4.15.4 Editing Options for KPIs

You edit a KPI in the Edit KPI dialog, which you can launch in a number of ways.

Table 13:

To access Edit KPI More Information

In the KPI Preview panel, locate the KPI, choose the Edit

(wrench) icon.

Details Panel [page 97] In a grid, select a cell on which a KPI is defined, choose

Configure KPIs.

Defining the KPI Threshold Workflow [page 98] In a grid, make a selection that overlaps with an existing KPI,

choose Configure KPIs. Changing the KPI Scope [page 99]

4.15.5 KPI Preview

Use the Details icon to toggle the Details panel in which you can view and manage the existing Key Performance Indicators (KPIs) for a report on the KPIs tab.

The KPIs are listed by name. Choose a KPI to expand it and to view the relevant measure and the management options. Choosing a KPI also causes the relevant KPI thresholds to be displayed at the bottom of the panel. The management options for a KPI are as follows:

Management Option More Information

Edit KPI (wrench icon) Opens the Edit KPI dialog. Follow the workflow to define KPI thresholds to edit the KPI.