Indexed KPIs

Use

An index KPI (key performance indicator) is a named aspect of the company strategy that is measured by the status of particular KPIs defined for the context.

Use index KPIs to measure the status and progress toward strategic objectives. The objectives are measured by the overall status of the KPIs that compose the index KPI.

Prerequisites

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Library is unavailable to you, it means you do not have the correct permissions.

Features

You can do the following with indexed KPIs in the library:

  • Create, modify, and delete indexed KPIs in the library.

  • Rename indexed KPIs, or copy indexed KPIs.

Once you add indexed KPIs to the library, you can do the following:

  • Add indexed KPIs to the objectives within the context.

  • Add KPIs to the indexed KPIs within the context.

Activities

To work with indexed KPIs in the library, choose Library. Then select the KPI bar.

  • To create an indexed KPI, click the Add pushbutton .In the Add KPI dialog box, select Indexed KPI.

    For more information, see Creating an Indexed KPI.

  • To edit the library definitions of an indexed KPI, select the indexed KPI and click the Edit pushbutton.

  • To rename an indexed 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 an indexed KPI in the library, select it and click the Rename pushbutton. Enter a new name, and then select Create a New Perspective.

  • To delete an indexed KPI from the application, select it and click the Delete pushbutton.