KPIs
Use
A KPI (key performance indicator) is a named aspect of the company strategy that can be measured by quantitative or qualitative data. A KPI is composed of five measures from the Application Server model - Actual, Target, Score, Trend of Actual, and Gap Performance.
You can use a KPI to measure the progress of objects in the context. You can use multiple KPIs to measure an index KPI.
The status indicator, which only appears in the strategy management application, represents the performance of the KPI. The status indicator color is determined by matching the Score value of the KPI to the appropriate Index Value specified for the KPI which is matched to a particular color. By default, when there is null or missing data for a KPI, the KPI is displayed without a status indicator. Depending on how you set up KPIs to appear when there is missing data, the KPIs may be displayed or may not be displayed. You specify this behavior in 
Context Management 
Manage Scorecards Scorecard Defaults
.
The trend symbol, which only appears in the strategy management application, represents the gap performance of each KPI. If the KPI's trend indicator shows an upward arrow, it means the trend for this object is on the rise. If a trend indicator shows a solid black line, it means that the trend for this object is steady. If an object's trend indicator shows a downward arrow, it means that the trend for this object is downward. The KPI's Gap Performance measure is matched to a range in the Trend Up and Trend Down boxes. The symbol is determined by where it fits in that range.
Prerequisites
You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards).
Features
You can do the following with KPIs:
-
Create a KPI in the library. For more information, see Creating a KPI.
If you want the same KPI to be used in all contexts, you can fully define the KPI in the library. If you want to define a basic KPI and then modify its definitions for each context, you can partially define the KPI in the library and then add the remaining definitions once the KPI is added to the context.
-
Rename KPIs or copy KPIs.
Once you add KPIs to the library, you can do the following:
-
Add a KPI to an objective in the context for the purpose of measuring the objective by one KPI.
-
Add a KPI to a perspective in the context for the purpose of measuring the perspective by one KPI.
-
Add a KPI to the context for the purpose of measuring the context by one KPI.
-
Add KPIs to an indexed KPI in the context for the purpose of measuring the indexed KPI by the index values of the KPIs.
Activities
To work with KPIs in the library, choose Library. Then choose the KPI bar.
-
To create a KPI, click the Add pushbutton.
-
To edit the library definitions of a KPI, select the KPI and click the Edit pushbutton.
-
To rename a KPI, select it and click the Rename pushbutton. Enter a new name, and then select Apply Name Change to All Copies of This Item.
-
To copy a KPI in the library, select it and click the Rename pushbutton. Enter a new name, and then select Create a New Objective.
-
To delete a KPI from the application, select it and click the Delete pushbutton.