Indexed KPI Details

Use

An indexed KPI is a collection of KPIs. Use the Indexed KPI Details view to monitor the progress toward the selected indexed KPI. The Indexed KPI Details view shows how an indexed KPI's status color is determined. The progress of an indexed KPI is determined by analyzing the performance of the KPIs associated with the indexed KPI.

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

Features

The Indexed KPI Details view has these features:

  • You can see the description and owner of the indexed KPI.

  • You can see the KPIs associated with the indexed KPI. Some KPIs may be weighted more or less than others depending on their importance. If they are not weighted equally, then their weights appear in parentheses. Each KPI is a link to the KPI Details view.

    For more information, see KPI Details.

  • You can review the calculation method used on the KPI index values to calculate the index KPI's score.

  • 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 index KPI. This color is also represented numerically as the index KPI's score.

  • The color of the status indicator represents the performance of this indexed KPI. A better performance is represented by green, an average score is represented by yellow, and a poor score is represented by red.

    The indexed KPI's status indicator color is determined as follows. First, the status color of each KPI is matched to the same color in the colored dial. Based on the color match, each KPI is assigned that numeric value. The KPI numeric values are then used in the specified calculation method. The resulting value from the calculation is the indexed KPI's score. This score is matched to the appropriate color in the colored dial, and that color is used for the indexed KPI's status indicator.

  • The table shows the KPIs that this index KPI is associated with, the perspectives for those KPIs, and the context. This view has the same format as the Overviews view except that it is showing you a filtered view of the associated KPIs rather than all KPIs. This table shows you the status indicator colors of the KPIs that are used to determine the status indicator color of the index KPI.

    For information about the Overviews view, see Hierarchy View.

    For information about the columns that appear in the table, see Format Selections.

  • 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 indexed KPI.

  • 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.

  • If you have been given permission to add comments, you can add comments or replies. If you do not see an Add link in the screen, or if you do not see a New or Reply button in the Comments dialog box, then you do not have the ability to create comments.

    For more information, see Adding, Editing, and Removing Comments.

  • You can see the subjective assessment status indicator and comment provided by the owner of this indexed KPI if your strategy management administrator implemented this feature.

  • You can add a subjective assessment of an indexed KPI you own if your strategy management administrator implemented this feature.

Indexed KPIs do not have trend indicators because they are not measured by a gap performance value.

Activities

To display the Index KPI Details view, click an index KPI in any tab that shows indexed KPIs.

More Information

Standard Features of the Tabs