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


The KPI Details view appears when you select a KPI in the Scorecard Overviews view, Scorecard Comparison view, and certain Details views of the Scorecard component. The KPI Details view also appears when you select a KPI in various aspects of the Strategy component.


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 deviation between the actual and target values is used to determine the standard 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 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.

    End of the note.

    For more information, see Standard KPI.

  • You can review the Gap Performance measure which is used to determine the KPI's trend indicator.

    Trend Indicator

    What You Need To Know

    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 trend indicator is an optional setting that your scorecard administrator sets up. Your KPIs may not show any trend indicators if your scorecard administrator did not set implement this feature.

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

  • You can review the Historical Score Status to see the scores, status indicators, and trend indicators of the KPI in 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.

  • You can filter the KPIs by standard filters such as time period, latest date, and dimension filters.

    For more information, see Standard Filters.

  • You can display an associated link in a new browser window. The link usually displays materials that support the index KPI.

  • You can see which initiatives, if any, are being measured by this KPI. You can get details about this initiative in the Initiatives component 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.

  • If you have been given permission to add comments, you can add comments or replies. Any user whose group is assigned the administrative Create Comments permission can create comments and 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. Comments help to facilitate collaboration and the sharing of best practices throughout the organization.

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

  • You can analyze actual versus. target, drilling, or comparisons reports that insight into key performance indicators and highlights areas for deeper analysis. When you switch to a different analysis, the same standard 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 Chart.


  • To display the KPI Details view, click a standard KPI in the Scorecard Overviews or Scorecard Comparison views.

  • To view comments, click View.

  • To add comments, click Add.

  • To view unread comments, click the Notation pushbutton if it has a number in it.

  • To switch between Actual vs. Target, Drill, and Comparison, click the respective link.