KPI Details

Use

Use the KPI Details view to explore details about a KPI.

A KPI (key performance indicator) is a named aspect of the company strategy that can be measured by quantitative or qualitative data.

Use KPIs to measure the status and progress toward strategic objectives. KPIs can also measure the progress toward initiatives, perspectives, and the entire context. KPIs are also the basis for measuring an indexed KPI.

KPIs appear in all tabs of the strategy management application. The KPI Details view in the Scorecard tab provides complete information about the selected KPI.

Features

The KPI Details view has the following features:

You can review the measures used to determine the KPI's status indicator color and performance. The five measures from the model referenced in the model connection that make up this KPI are: Actual, Target, Score, Trend of Actual, and Gap Performance

The deviation between the actual and target values is used to determine the KPI's score. The score is matched to a point on the colored dial, and that point determines the KPI's status indicator color.

Note
If you do not see a Target value, but you do see a Forecast or Benchmark column (or something similar), it means your site is set up to use a Type dimension. The Type dimension has members that allow you to switch what is being compared to actual, such as target, forecast, or benchmark. The Dimension Filters allow you to switch from one Type dimension member to another.

You can review the Gap Performance measure, which is used to determine the KPI's trend indicator. The KPI's Gap Performance measure is matched to the Stable Gap Performance Range. The symbol is determined by where it fits in that range.

If a KPI does not have a trend symbol, it means the scorecard administrator did not set these values for the KPI.

Trend Indicator	More Information
Upward arrow	The trend is on the rise. This happens when the KPI's Gap Performance value is better than the high number in the Stable Gap Performance Range depicted in the KPI Details screen.
Downward arrow	The trend is downward. This happens when the KPI's Gap Performance value is lower than the low number in the Stable Gap Performance Range.
Solid black line	The trend is steady. This happens when the KPI's Gap Performance value is between the two numbers in the Stable Gap Performance Range.

The color of the status indicator represents the performance of this 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 on the color dial.

The colored dial shows the range of acceptable and unacceptable colors. There may be three or five colors depending on how your strategy management administrator set up the application. The colored dial points to the current status color of the KPI. The red and orange colors represent poor performance, yellow represents average performance, and the green colors represent good performance.

Depending on how your scorecard administrator set up KPIs to display when there is missing data, a KPI may be displayed without a status indicator, or may not be displayed at all.
You can review the Historical Score Status to see the scores, status indicators, and trend indicators of the KPI in the past three time periods, giving you a historical perspective on the status.
You can see the description of the KPI, the user responsible for the KPI, and the perspective associated with this KPI. You can also see whether this KPI is leading or lagging, quantitative or qualitative.

Lagging KPIs are commonly financial in nature and represent outcomes based on historical performance. Leading KPIs are predictors of future performance, and provide direction about which lagging KPIs require more attention.

Quantitative KPIs are considered fact-based measurements. Qualitative KPIs are more subjective and mostly taken from semi-structured sources such as surveys, e-mails, or Excel worksheets. It is a subjective rating of the quality of execution of a KPI.

The display of the leading/lagging information and quantitative/qualitative information is controlled by the selections in the Select Format dialog box.
You can filter the KPIs.

For more information, see Filters.
You can display an associated link in a new browser window. The link can display materials that support the index KPI.
You can see which initiatives, if any, are being measured by this KPI. You can review details about this initiative in the Initiatives tab by clicking the initiatives.
You can see the objectives that are associated with this KPI. You can display details about an objective in the Objective Details view by clicking that objective.

For more information, see Objective Details.
You can view comments about this KPI or any other item, including unread comments. Comments help you document information that may be important to share that is not covered in the objective description.

For more information, see Reviewing Comments and Replies.
You can add comments or replies if your role has permission to do so. If you do not see an Add link in the screen, then you do not have the ability to create comments.

For more information, see Adding, Editing, and Removing Comments and Replies.
You can analyze actual versus target, drilling, or comparisons reports that provide insight into key performance indicators and highlight areas for deeper analysis. When you switch to a different analysis, the same KPI that is selected in the KPI Details view is used in that analysis.

For more information, see Actual vs Target Chart, Drill Report, and Comparison.
You can add a subjective assessment of a KPI that you own if your strategy management administrator implemented this feature.
You can see the subjective assessment status indicator and comment provided by the owner of this KPI if this feature has been implemented by the strategy management administrator and the KPI owner.

Activities

To display the KPI Details view, select a KPI in any tab.

More Information

Standard Features of the Tabs